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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
3001
Birch Financial Group
New Hampshire
$713K -$330K -3,075 -32%
AWM
3002
Allen Wealth Management
North Carolina
$712K -$3.22K -30 -0.5%
PWA
3003
Provenance Wealth Advisors
Florida
$711K -$183K -1,705 -21%
AAG
3004
Asset Advisory Group
New Jersey
$709K +$684K +6,367 New
HHAA
3005
Henry H. Armstrong Associates
Pennsylvania
$709K – – –
LFA
3006
LifeGuide Financial Advisors
Pennsylvania
$708K +$179K +1,670 +36%
YIH
3007
Y-Intercept (HK)
Hong Kong
$706K +$680K +6,335 New
BWM
3008
Braeburn Wealth Management
Michigan
$706K +$680K +6,332 New
JE
3009
Jacobs Equity
Utah
$704K +$679K +6,320 New
PWM
3010
Palacios Wealth Management
Florida
$704K -$10.7K -100 -2%
LRWA
3011
Long Run Wealth Advisors
New York
$704K -$20.5K -191 -3%
BWG
3012
Beta Wealth Group
California
$703K -$21.5K -200 -3%
CCM
3013
Collar Capital Management
Wisconsin
$701K -$114K -1,060 -14%
RA
3014
Riversedge Advisors
Delaware
$700K +$124K +1,151 +22%
AFC
3015
Ares Financial Consulting
California
$699K +$674K +6,278 New
PIFP
3016
Partners in Financial Planning
Virginia
$699K +$4.72K +44 +0.7%
PJSIMP
3017
P.J. Schmidt Investment Management (PJS)
Wisconsin
$699K – – –
LWM
3018
LJI Wealth Management
Indiana
$697K -$2.15K -20 -0.3%
SHFA
3019
SC&H Financial Advisors
Maryland
$697K +$48.6K +453 +8%
ACA
3020
Affinity Capital Advisors
California
$696K +$127K +1,182 +23%
SIC
3021
Shoker Investment Counsel
Ohio
$694K – – –
MF
3022
Montis Financial
Massachusetts
$693K – – –
CAM
3023
Chesapeake Asset Management
New York
$693K +$631K +5,877 +1,723%
ACM
3024
Alessandra Capital Management
California
$693K +$668K +6,220 New
AWMI
3025
Aegis Wealth Management (Iowa)
Iowa
$692K +$667K +6,208 New
119 120
121
122 123