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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
2851
Baltimore-Washington Financial Advisors
Maryland
$309K +$40.4K +641 +16%
TP
2852
Tranquility Partners
Tennessee
$308K +$2.33K +37 +0.8%
FWM
2853
Forza Wealth Management
Florida
$308K – – –
CPA
2854
Capital Performance Advisors
California
$308K +$7.12K +113 +3%
RWA
2855
Rooted Wealth Advisors
Illinois
$307K +$273K +4,332 New
PJWM
2856
Philip James Wealth Mangement
Georgia
$306K -$11.7K -186 -4%
AA
2857
Aire Advisors
California
$305K +$1.2K +19 +0.4%
KFI
2858
Key Financial Inc
Pennsylvania
$305K – – –
CWM
2859
C2C Wealth Management
Arizona
$305K – – –
GSCM
2860
Greenfield Seitz Capital Management
Texas
$305K – – –
HCM
2861
Huber Capital Management
California
$305K – – –
KLWA
2862
Kelly Lawrence W & Associates
California
$305K +$94.5K +1,500 +50%
IPAM
2863
Investment Partners Asset Management
New Jersey
$304K – – –
MCAI
2864
Members Capital Advisors Inc
Wisconsin
$303K – – –
MGWM
2865
Marks Group Wealth Management
Minnesota
$303K -$15.2K -241 -5%
FP
2866
Financial Perspectives
Minnesota
$303K -$16.6K -264 -6%
SWM
2867
Sendero Wealth Management
Texas
$303K +$7.05K +112 +3%
TCM
2868
Tang Capital Management
California
$302K +$281K +4,460 New
AF
2869
Apexium Financial
Texas
$302K +$25.1K +399 +10%
GF
2870
Gries Financial
Ohio
$301K +$45.9K +729 +20%
MWA
2871
Motive Wealth Advisors
Michigan
$300K -$3.4K -54 -1%
TS
2872
Tamar Securities
California
$300K +$40.1K +636 +17%
JCFM
2873
JBR Co Financial Management
Oklahoma
$299K – – –
LEA
2874
Legacy Edge Advisors
New York
$299K +$30.5K +485 +12%
SW
2875
Schulz Wealth
Texas
$298K -$22.7K -360 -8%
113 114
115
116 117