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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HF
3051
Halpern Financial
Virginia
$15.9K -$15.9K -300 -50%
PP
3052
Pingora Partners
Wyoming
$15.8K +$15.9K +300 New
FSWA
3053
Financial Synergies Wealth Advisors
Texas
$15.6K -$53.5K -1,011 -75%
RG
3054
Retirement Group
California
$14.6K – – –
SWM
3055
Sanctuary Wealth Management
Idaho
$14.2K – – –
CJ
3056
Caitlin John
Michigan
$13.9K +$14K +264 New
LFA
3057
Legend Financial Advisors
Pennsylvania
$13.6K – – –
CQS
3058
Credential Qtrade Securities
$12.9K +$9.21K +174 +242%
LAM
3059
Lummis Asset Management
Texas
$12.3K +$12.4K +234 New
VAMG
3060
Voisard Asset Management Group
Michigan
$11.8K +$11.9K +225 New
IHWM
3061
Iron Horse Wealth Management
Iowa
$11.7K – – –
HWM
3062
HighMark Wealth Management
Minnesota
$10.7K -$3.65K -69 -25%
PPWM
3063
PFG Private Wealth Management
Florida
$10.6K -$111K -2,103 -91%
SCA
3064
Stuart Chaussee & Associates
California
$9.77K +$9.84K +186 New
VWA
3065
Valued Wealth Advisors
Utah
$9.12K +$9.05K +171 New
BOC
3066
Bull Oak Capital
California
$8.67K – – –
TWP
3067
TFO Wealth Partners
Ohio
$8.67K – – –
TIM
3068
Tortoise Investment Management
New York
$8.51K – – –
APW
3069
Atlantic Private Wealth
North Carolina
$7.88K – – –
LG
3070
LAM Group
Oregon
$7.88K – – –
DWMG
3071
DB Wealth Management Group
California
$7.41K – – –
NMM
3072
Naples Money Management
Florida
$6.7K +$6.83K +129 New
LPP
3073
Life Planning Partners
Florida
$6.31K +$6.35K +120 New
EAM
3074
Eukles Asset Management
Ohio
$5.99K – – –
PP
3075
PFS Partners
New Jersey
$5.9K – – –
121 122
123
124 125