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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2801
Meriwether Wealth & Planning
Louisiana
$597K +$573K +6,603 New
PP
2802
PDT Partners
New York
$596K -$5.03K -58 -0.9%
FI
2803
FWG Investments
Kentucky
$596K +$19.7K +227 +4%
PAS
2804
PKS Advisory Services
New York
$596K +$572K +6,594 New
MCCA
2805
Mill Creek Capital Advisors
Pennsylvania
$594K -$4.69K -54 -0.8%
AG
2806
AmeriFlex Group
Nevada
$594K +$525K +6,055 New
AIM
2807
Avity Investment Management
Connecticut
$593K -$28.2K -325 -5%
1IA
2808
1834 Investment Advisors
Wisconsin
$593K -$434 -5 -0.1%
NCM
2809
Northside Capital Management
Oregon
$593K – – –
WCP
2810
Wealthcare Capital Partners
Pennsylvania
$592K +$569K +6,557 New
NFA
2811
Northwest Financial Advisors
Virginia
$592K +$54.9K +633 +11%
PCH
2812
PGIM Custom Harvest
New Jersey
$591K +$40.6K +468 +8%
TA
2813
TPG Advisors
Illinois
$590K – – –
VFM
2814
Vision Financial Markets
Connecticut
$588K +$565K +6,513 New
ACM
2815
Arcataur Capital Management
Wisconsin
$588K -$5.64K -65 -1%
BWG
2816
Beta Wealth Group
California
$588K -$130K -1,503 -19%
WFS
2817
Widmann Financial Services
Maryland
$588K – – –
LOIP
2818
Live Oak Investment Partners
Texas
$587K – – –
TAM
2819
Tealwood Asset Management
Minnesota
$587K +$64K +738 +13%
PAM
2820
Parvin Asset Management
South Dakota
$586K +$563K +6,491 New
LWM
2821
Liberty Wealth Management
California
$585K +$1.22K +14 +0.2%
CA
2822
Claris Advisors
Missouri
$584K +$34.7K +400 +7%
AW
2823
Avion Wealth
Texas
$584K +$158K +1,821 +39%
LWM
2824
Lodestone Wealth Management
Washington
$584K +$23K +265 +4%
MF
2825
Montis Financial
Massachusetts
$584K +$36.7K +423 +7%
111 112
113
114 115