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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
3401
Partnership Wealth Management
Maryland
$44.1K – – –
LIS
3402
Legacy Investment Solutions
Idaho
$43.2K +$37.1K +505 New
LWMI
3403
Legacy Wealth Management (Idaho)
Idaho
$43.2K +$37.1K +505 New
KA
3404
Kozak & Associates
Colorado
$41.1K +$73 +1 +0.2%
RAM
3405
Ramirez Asset Management
New York
$40.4K +$36.7K +500 New
EC
3406
Elequin Capital
New York
$40.1K +$36.4K +496 New
HC
3407
Hara Capital
Washington
$36.8K +$33.5K +456 New
ACM
3408
Anfield Capital Management
California
$36.3K +$14.3K +195 +76%
OCM
3409
Osterweis Capital Management
California
$36.3K +$17.6K +240 +114%
LFA
3410
Livelsberger Financial Advisory
Ohio
$36.3K +$33K +450 New
NCM
3411
Northwest Capital Management
Oregon
$35.6K – – –
BHWM
3412
Bay Harbor Wealth Management
Maryland
$33.3K +$1.62K +22 +6%
HC
3413
Hoese & Co
Minnesota
$32.7K +$29.7K +405 New
RWM
3414
Raffa Wealth Management
District of Columbia
$32.5K +$73 +1 +0.2%
VAMG
3415
Voisard Asset Management Group
Michigan
$32.2K +$12.8K +174 +77%
NAAA
3416
New Age Alpha Advisors
New York
$30.9K +$16.4K +223 +139%
EWP
3417
Elevation Wealth Partners
California
$30.3K – – –
MTC
3418
Matrix Trust Company
Colorado
$30K +$4.26K +58 +19%
NA
3419
Nordwand Advisors
Pennsylvania
$29.6K – – –
TFA
3420
Transamerica Financial Advisors
Florida
$29K -$146K -1,986 -85%
BGA
3421
Battery Global Advisors
Massachusetts
$28.8K +$26.2K +357 New
KOCAA
3422
Knights of Columbus Asset Advisors
Connecticut
$27.8K +$25.3K +344 New
TIM
3423
Tortoise Investment Management
New York
$26.6K +$3.45K +47 +17%
PFG
3424
Peterson Financial Group
Iowa
$26.2K +$23.8K +324 New
CAM
3425
Chesapeake Asset Management
New York
$25.8K +$5.58K +76 +31%