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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MTC
3276
Matrix Trust Company
Colorado
$21K +$10K +159 +105%
HF
3277
Halpern Financial
Virginia
$20.3K
ZRP
3278
Zynergy Retirement Planning
New Jersey
$20.3K +$18.9K +300 New
RWA
3279
Redmont Wealth Advisors
Illinois
$19.5K
FW
3280
Fairway Wealth
Ohio
$19.3K +$17.9K +285 New
TIM
3281
Tortoise Investment Management
New York
$19.1K
SWM
3282
Sanctuary Wealth Management
Idaho
$18.3K
LFA
3283
Legend Financial Advisors
Pennsylvania
$17.5K
ACM
3284
Anfield Capital Management
California
$17.3K +$16.1K +255 New
CAM
3285
Chesapeake Asset Management
New York
$16.5K
CJ
3286
Caitlin John
Michigan
$16K +$63 +1 +0.4%
LAM
3287
Lummis Asset Management
Texas
$15.8K
IWA
3288
IBEX Wealth Advisors
New Jersey
$15.6K +$14.5K +231 New
VAMG
3289
Voisard Asset Management Group
Michigan
$15.2K
OCM
3290
Osterweis Capital Management
California
$14.2K
HWM
3291
HighMark Wealth Management
Minnesota
$13.8K
PPWM
3292
PFG Private Wealth Management
Florida
$13.6K
BFA
3293
BBJS Financial Advisors
Washington
$13.2K +$12.3K +195 New
SCA
3294
Stuart Chaussee & Associates
California
$12.6K
LG
3295
LAM Group
Oregon
$12.4K +$2.08K +33 +22%
WOSD
3296
WFA of San Diego
California
$10.9K +$10.1K +161 New
NAAA
3297
New Age Alpha Advisors
New York
$10.8K +$10.1K +160 New
BMC
3298
Bear Mountain Capital
Washington
$10.4K
APW
3299
Atlantic Private Wealth
North Carolina
$10.2K
RF
3300
Robinswood Financial
Washington
$9.48K +$8.82K +140 New