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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
3101
Activest Wealth Management
Florida
$83.5K +$3.66K +64 +5%
SVCP
3102
Silicon Valley Capital Partners
California
$83.3K -$57 -1 -0.1%
TVWM
3103
Tower View Wealth Management
Wisconsin
$82.8K -$1.6K -28 -2%
QL
3104
Quarry LP
New York
$80.2K +$76.3K +1,333 New
BIA
3105
Bell Investment Advisors
California
$79.8K +$4.29K +75 +6%
PIS
3106
POM Investment Strategies
North Carolina
$79.2K +$31.4K +548 +71%
PCTC
3107
Perkins Coie Trust Company
Washington
$79.1K +$17.2K +300 +30%
CCA
3108
Criterion Capital Advisors
Tennessee
$72.9K – – –
CIA
3109
Cape Investment Advisory
Georgia
$72.4K -$41K -716 -37%
CPA
3110
Clear Point Advisors
New York
$72.1K +$17.4K +304 +34%
FFO
3111
Fortitude Family Office
Arizona
$70.6K +$18.5K +324 +38%
RFG
3112
REAP Financial Group
Texas
$68.2K -$137K -2,388 -68%
IPW
3113
Impact Partnership Wealth
Georgia
$67.5K -$572 -10 -0.9%
OCM
3114
Orion Capital Management
California
$67K -$15.7K -275 -20%
AFIA
3115
America First Investment Advisors
Nebraska
$67K – – –
BLC
3116
Brown, Lisle/Cummings
Rhode Island
$66.8K – – –
Sit Investment Associates
3117
Sit Investment Associates
Minnesota
$64K – – –
AA
3118
AlphaMark Advisors
Kentucky
$64K +$1.72K +30 +3%
CSWM
3119
Cassady Schiller Wealth Management
Ohio
$61.5K +$1.54K +27 +3%
HB
3120
Horizon Bancorp
Indiana
$60K +$13.7K +240 +32%
KFS
3121
Kelly Financial Services
Massachusetts
$58.9K – – –
FSWA
3122
Financial Synergies Wealth Advisors
Texas
$58.2K +$36.4K +637 +193%
FRA
3123
Frank Rimerman Advisors
California
$55.4K – – –
LFA
3124
LGT Financial Advisors
Texas
$55.1K +$172 +3 +0.3%
GIS
3125
Grayhawk Investment Strategies
Alberta, Canada
$53.8K – – –