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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
3001
Intrepid Financial Planning Group
Indiana
$504K – – –
BFG
3002
Bouchey Financial Group
New York
$504K -$6.19K -65 -1%
WPWM
3003
Western Pacific Wealth Management
Illinois
$503K – – –
SSG
3004
Summit Securities Group
New York
$502K +$490K +5,139 New
PA
3005
PSI Advisors
Florida
$501K +$16.9K +177 +4%
RFA
3006
Rollins Financial Advisors
New York
$501K -$209K -2,193 -30%
WA
3007
Wealthstream Advisors
New York
$501K +$139K +1,456 +40%
TPWA
3008
TRUE Private Wealth Advisors
Oregon
$501K +$29.1K +305 +6%
BWM
3009
Birchcreek Wealth Management
Ohio
$501K -$1.91K -20 -0.4%
HGWM
3010
Horst & Graben Wealth Management
Oregon
$500K -$95 -1 -0%
OWM
3011
OneAscent Wealth Management
Alabama
$500K -$205K -2,151 -30%
AAS
3012
AdviceOne Advisory Services
Connecticut
$500K -$188K -1,970 -28%
SCM
3013
Stordahl Capital Management
Colorado
$500K -$1.91K -20 -0.4%
RBWA
3014
RFG - Bristol Wealth Advisors
Massachusetts
$499K – – –
ES
3015
Eagle Strategies
New York
$499K -$30K -315 -6%
NCM
3016
Nelson Capital Management
California
$498K – – –
TAM
3017
Townsend Asset Management
North Carolina
$498K +$5.24K +55 +1%
BWFA
3018
Baltimore-Washington Financial Advisors
Maryland
$498K +$48.1K +505 +11%
SEP
3019
Southland Equity Partners
Missouri
$498K +$23.9K +251 +5%
JWBC
3020
J.W. Burns & Co
New York
$496K -$2.95K -31 -0.6%
BA
3021
Bristlecone Advisors
Washington
$496K -$289K -3,036 -37%
RWA
3022
Rooted Wealth Advisors
Illinois
$496K +$64.5K +677 +15%
BIM
3023
Bullseye Investment Management
Ohio
$496K – – –
ACA
3024
Affinity Capital Advisors
California
$495K +$28.7K +301 +6%
PMFA
3025
Plante Moran Financial Advisors
Michigan
$495K +$7.81K +82 +2%
119 120
121
122 123