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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
2901
Invenio Wealth Partners
Florida
$797K +$24K +193 +3%
WWC
2902
Waypoint Wealth Counsel
Georgia
$794K -$469K -3,779 -35%
BWM
2903
BCS Wealth Management
Tennessee
$794K +$28.8K +232 +3%
BAM
2904
Blueshift Asset Management
New Jersey
$792K +$44.8K +361 +5%
OPWM
2905
Oakwell Private Wealth Management
Texas
$791K -$77.1K -621 -8%
LIA
2906
LBMC Investment Advisors
Tennessee
$791K -$298K -2,399 -26%
RWS
2907
RASP Wealth Solutions
Indiana
$789K +$865K +6,969 New
LWM
2908
LightSquare Wealth Management
Michigan
$789K +$35.1K +283 +4%
MHWM
2909
Montz Harcus Wealth Management
Louisiana
$784K +$11.9K +96 +1%
SIAG
2910
Safeguard Investment Advisory Group
California
$784K +$80.2K +646 +10%
MAFA
2911
MJT & Associates Financial Advisory
Minnesota
$784K +$4.59K +37 +0.5%
ZAM
2912
Zevin Asset Management
Massachusetts
$783K – – –
BA
2913
Ballast Advisors
Minnesota
$783K +$44.2K +356 +5%
FFG
2914
Frisch Financial Group
New York
$783K +$3.6K +29 +0.4%
TDC
2915
Thompson Davis & Co
Virginia
$783K +$98.2K +791 +13%
MWP
2916
Madison Wealth Partners
Wisconsin
$783K +$241K +1,944 +39%
CG
2917
Clifford Group
Massachusetts
$783K +$33.5K +270 +4%
PFA
2918
Petra Financial Advisors
Colorado
$781K -$493K -3,972 -37%
TWM
2919
Thrive Wealth Management
Pennsylvania
$781K +$42.6K +343 +5%
RWA
2920
Rooted Wealth Advisors
Illinois
$780K +$38.6K +311 +5%
GPFA
2921
Game Plan Financial Advisors
Ohio
$779K +$281K +2,262 +49%
BIAS
2922
Beacon Investment Advisory Services
New Jersey
$779K – – –
BFWA
2923
Benchmark Financial Wealth Advisors
Florida
$778K -$199K -1,607 -19%
EV
2924
EJMK Ventures
Illinois
$778K -$107K -859 -11%
HAS
2925
Holland Advisory Services
Florida
$778K -$15.8K -127 -2%