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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3551
Winter & Associates
Minnesota
$421K +$124 +1 +0%
PPW
3552
Pasadena Private Wealth
California
$421K +$66K +532 +17%
KFS
3553
Keynote Financial Services
Connecticut
$420K – – –
PMFA
3554
Plante Moran Financial Advisors
Michigan
$420K -$274K -2,209 -37%
SFP
3555
SwitchPoint Financial Planning
Utah
$420K -$621 -5 -0.1%
DSCM
3556
Del-Sette Capital Management
New York
$419K -$117K -942 -20%
MG
3557
McHugh Group
Ohio
$419K – – –
HWA
3558
HMV Wealth Advisors
Louisiana
$418K +$47.7K +384 +12%
SWA
3559
Sightline Wealth Advisors
Connecticut
$417K +$4.72K +38 +1%
MFG
3560
Midwest Financial Group
Kansas
$416K +$8.44K +68 +2%
SRPTWM
3561
Split Rock Private Trading & Wealth Management
Minnesota
$416K -$16.9K -136 -4%
SW
3562
SMART Wealth
Nebraska
$415K -$86.8K -699 -16%
MAM
3563
Montchanin Asset Management
Delaware
$415K – – –
SFG
3564
Southern Financial Group
Alabama
$415K -$10.2K -82 -2%
AL
3565
ADE LLC
Maryland
$415K – – –
APW
3566
Allied Private Wealth
Florida
$415K +$455K +3,667 New
JWWM
3567
Johnson & White Wealth Management
Pennsylvania
$414K +$2.48K +20 +0.6%
LCGC
3568
Legacy Capital Group California
California
$413K -$11K -89 -2%
CFS
3569
Compass Financial Services
Iowa
$412K -$9.19K -74 -2%
BIM
3570
Bullseye Investment Management
Ohio
$412K -$55.9K -450 -11%
OWA
3571
Opal Wealth Advisors
New York
$411K +$26.7K +215 +6%
BWA
3572
BlueSky Wealth Advisors
North Carolina
$411K -$164K -1,323 -27%
DAS
3573
Daybright Advisory Services
Florida
$410K +$1.74K +14 +0.4%
TWM
3574
TSA Wealth Management
Texas
$409K +$7.82K +63 +2%
EF
3575
Elite Financial
Idaho
$409K – – –
141 142
143
144 145