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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
WWG
3076
West Wealth Group
California
$660K +$14.4K +134 +2%
CAG
3077
Centerpoint Advisory Group
Kansas
$660K -$18.3K -170 -3%
EAM
3078
Everstar Asset Management
North Carolina
$659K -$3.22K -30 -0.5%
SIA
3079
Serenity Investment Advisors
Illinois
$657K +$624K +5,808 New
FCM
3080
Fortis Capital Management
Washington
$656K +$317K +2,950 +100%
SWM
3081
Sendero Wealth Management
Texas
$655K +$57.9K +539 +10%
AWP
3082
Abacus Wealth Partners
California
$654K +$415K +3,868 +193%
TDB
3083
Thompson David Blair
$653K +$629K +5,858 New
LWA
3084
LifeGoal Wealth Advisors
New York
$652K +$384K +3,581 +157%
WFAG
3085
Wescott Financial Advisory Group
Pennsylvania
$652K +$60.5K +563 +11%
RPGNY
3086
Retirement Planning Group (New York)
New York
$652K -$11.9K -111 -2%
DA
3087
Dougherty & Associates
Florida
$651K +$628K +5,846 New
BWP
3088
Baldwin Wealth Partners
Massachusetts
$651K +$15.1K +141 +2%
HWM
3089
Hohimer Wealth Management
Washington
$651K -$4.51K -42 -0.7%
MMCM
3090
Murphy & Mullick Capital Management
New York
$650K -$1.4K -13 -0.2%
BCM
3091
Bourgeon Capital Management
Connecticut
$650K +$322K +3,000 +106%
SWM
3092
Stronghold Wealth Management
Florida
$650K +$626K +5,830 New
CWA
3093
Clearview Wealth Advisors
Oregon
$649K -$46.1K -429 -7%
PCMNC
3094
Piedmont Capital Management (North Carolina)
North Carolina
$649K +$626K +5,827 New
GC
3095
Garde Capital
Washington
$648K -$8.59K -80 -1%
BIA
3096
Bigelow Investment Advisors
Maine
$648K +$43.1K +401 +7%
GPWA
3097
Gaddis Premier Wealth Advisors
Oklahoma
$648K +$624K +5,813 New
FWA
3098
Fulcrum Wealth Advisors
Washington
$647K +$624K +5,811 New
DWG
3099
Darden Wealth Group
Michigan
$646K +$22.5K +210 +4%
RFA
3100
Rollins Financial Advisors
New York
$645K +$98.1K +914 +19%