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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
3501
Truepoint Inc
Ohio
$285K -$8.19K -86 -3%
DP
3502
Denver PWM
Colorado
$285K +$572 +6 +0.2%
MMA
3503
Mizuho Markets Americas
New York
$285K -$1.03M -10,773 -79%
WOC
3504
West Oak Capital
California
$285K +$15.4K +162 +6%
BA
3505
BCM Advisors
Louisiana
$284K -$5.05K -53 -2%
FFG
3506
Fiduciary Financial Group
California
$284K +$5.43K +57 +2%
MSFP
3507
Mark Sheptoff Financial Planning
Connecticut
$282K +$3.14K +33 +1%
RRWA
3508
Rainey & Randall Wealth Advisors
Florida
$282K +$2.86K +30 +1%
PRTG
3509
Post Resch Tallon Group
New York
$282K +$9.53K +100 +4%
CWM
3510
Cherrydale Wealth Management
New Jersey
$281K +$4.29K +45 +2%
CG
3511
Clifford Group
Massachusetts
$281K – – –
GPWM
3512
Grant Private Wealth Management
California
$280K -$309K -3,243 -53%
AFG
3513
Altiora Financial Group
Ohio
$280K -$24.2K -254 -8%
HBCM
3514
Heron Bay Capital Management
Michigan
$280K – – –
AC
3515
AWM Capital
Arizona
$280K +$11.4K +120 +4%
EPP
3516
ETF Portfolio Partners
Kansas
$280K – – –
PAS
3517
Professional Advisory Services
Florida
$279K – – –
AWA
3518
Adapt Wealth Advisors
Georgia
$278K -$15.9K -167 -6%
FPGT
3519
Financial Partners Group (Tennessee)
Tennessee
$278K -$271K -2,849 -50%
WCM
3520
Washburn Capital Management
Florida
$278K +$381 +4 +0.1%
WIP
3521
WealthCare Investment Partners
Rhode Island
$278K +$572 +6 +0.2%
BCM
3522
Banyan Capital Management
Georgia
$277K +$270K +2,835 New
PCM
3523
Prospera Capital Management
Arizona
$277K +$9.15K +96 +4%
BCM
3524
Bourgeon Capital Management
Connecticut
$277K +$30.6K +321 +13%
BAS
3525
Brueske Advisory Services
Washington
$277K +$2.67K +28 +1%
139 140
141
142 143