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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2851
Inspirion Wealth Advisors
Illinois
$902K +$70.7K +576 +9%
EA
2852
Ellsworth Advisors
Ohio
$902K +$15.3K +125 +2%
MCCA
2853
Mill Creek Capital Advisors
Pennsylvania
$902K +$53.8K +438 +6%
GD
2854
Grandfield & Dodd
New York
$900K +$204K +1,665 +30%
CSI
2855
Cross Staff Investments
New York
$899K – – –
MJP
2856
Michael J. Puzo
$895K -$411K -3,350 -32%
IAA
2857
Ironsides Asset Advisors
North Carolina
$893K +$175K +1,425 +25%
KDA
2858
Kraft Davis & Associates
Missouri
$890K +$30.7K +250 +4%
PFA
2859
Pettinga Financial Advisors
Indiana
$888K +$15.1K +123 +2%
RIA
2860
Retirement Investment Advisors
Oklahoma
$887K – – –
WWMSC
2861
Wagner Wealth Management (South Carolina)
South Carolina
$885K +$4.05K +33 +0.5%
AWC
2862
Abundance Wealth Counselors
Pennsylvania
$883K +$872K +7,106 New
OFA
2863
Orographic Financial Advisors
Colorado
$883K +$871K +7,091 New
KBFS
2864
Kohmann Bosshard Financial Services
Ohio
$883K +$11.1K +90 +1%
FSAG
2865
Financial Solutions Advisory Group
Illinois
$882K +$871K +7,098 New
TGY2IT
2866
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$881K +$870K +7,086 New
PFW
2867
Petros Family Wealth
Minnesota
$878K -$310K -2,528 -26%
BWP
2868
Bernardo Wealth Planning
Pennsylvania
$872K -$13.5K -110 -2%
PAM
2869
PCG Asset Management
New Jersey
$871K -$15.3K -125 -2%
MWM
2870
MinichMacGregor Wealth Management
New York
$871K +$234K +1,905 +37%
CAS
2871
CTC Alternative Strategies
Illinois
$869K -$10M -81,655 -92%
MA
2872
MKT Advisors
California
$869K – – –
HAS
2873
Holland Advisory Services
Florida
$869K -$4.67K -38 -0.5%
FFL
2874
Future Fund LLC
Illinois
$868K -$367K -2,989 -30%
DTL
2875
Dynamic Technology Lab
Singapore
$867K -$1.96M -15,980 -70%
113 114
115
116 117