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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
3126
Planned Solutions
California
$630K +$23.9K +223 +4%
LFA
3127
Lauterbach Financial Advisors
Texas
$629K +$7.41K +69 +1%
LOIP
3128
Live Oak Investment Partners
Texas
$629K -$96.4K -898 -14%
HCP
3129
Hardin Capital Partners
South Carolina
$628K +$42.8K +399 +8%
FCB
3130
First County Bank
Connecticut
$628K +$29.1K +271 +5%
WRPWM
3131
Werba Rubin Papier Wealth Management
California
$627K +$126K +1,177 +26%
BW
3132
Basepoint Wealth
Iowa
$627K – – –
AGC
3133
August Group Capital
$626K +$603K +5,618 New
SF
3134
Sun Financial
Utah
$626K +$603K +5,617 New
GPFA
3135
Game Plan Financial Advisors
Ohio
$625K -$39.1K -364 -6%
IAG
3136
Investment Advisory Group
Massachusetts
$624K +$5.05K +47 +0.8%
PWM
3137
Partners Wealth Management
California
$624K -$10.7K -100 -2%
NWA
3138
Navis Wealth Advisors
New York
$624K +$601K +5,600 New
GRR
3139
Golden Reserve Retirement
Ohio
$624K +$601K +5,600 New
EWA
3140
Evolution Wealth Advisors
Florida
$623K – – –
SPI
3141
Strategic Planning Inc
Ohio
$623K -$1.07K -10 -0.2%
PD
3142
Planning Directions
Pennsylvania
$622K – – –
FI
3143
Financial Insights
Washington
$622K -$107K -1,000 -15%
JWWM
3144
Johnson & White Wealth Management
Pennsylvania
$622K -$1.07K -10 -0.2%
MWP
3145
Meredith Wealth Planning
Illinois
$622K -$105K -977 -15%
GD
3146
Grandfield & Dodd
New York
$622K -$174K -1,623 -23%
SA
3147
Sicart Associates
New York
$621K – – –
BF
3148
Brogan Financial
Tennessee
$620K -$113K -1,048 -16%
WAG
3149
Wheelhouse Advisory Group
Missouri
$620K +$58.6K +546 +11%
OWG
3150
Oxford Wealth Group
Florida
$620K +$598K +5,567 New
124 125
126
127 128