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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
API
3551
Asset Planning Inc
California
$415K – – –
MAA
3552
Matrix Asset Advisors
New York
$414K -$1.61K -15 -0.4%
CFS
3553
Compass Financial Services
Iowa
$414K – – –
WA
3554
Winter & Associates
Minnesota
$414K +$399K +3,713 New
KFS
3555
Keynote Financial Services
Connecticut
$414K -$82.1K -765 -17%
TPW
3556
TL Private Wealth
Texas
$413K – – –
MG
3557
McHugh Group
Ohio
$412K – – –
SFP
3558
SwitchPoint Financial Planning
Utah
$412K +$6.55K +61 +2%
PSF
3559
Pacific Sun Financial
California
$411K +$4.83K +45 +1%
OR
3560
Olympiad Research
Connecticut
$410K +$396K +3,684 New
MAM
3561
Marquette Asset Management
Minnesota
$410K – – –
AC
3562
Asio Capital
Kentucky
$409K +$4.72K +44 +1%
AL
3563
ADE LLC
Maryland
$408K – – –
LSL
3564
Legacy Solutions LLC
Pennsylvania
$406K -$7.3K -68 -2%
MAWAG
3565
Mid-American Wealth Advisory Group
Missouri
$406K +$38.4K +358 +11%
RFA
3566
Reyes Financial Architecture
California
$406K +$314K +2,926 +406%
CWA
3567
CogentBlue Wealth Advisors
Tennessee
$406K +$5.48K +51 +1%
TLFA
3568
True Link Financial Advisors
California
$406K +$391K +3,645 New
TFA
3569
Transamerica Financial Advisors
Florida
$406K +$254K +2,361 +184%
MCB
3570
Morton Community Bank
Illinois
$405K -$8.05K -75 -2%
SWA
3571
Sightline Wealth Advisors
Connecticut
$405K -$4.19K -39 -1%
C1AG
3572
Client 1st Advisory Group
Florida
$405K +$391K +3,637 New
RFG
3573
REAP Financial Group
Texas
$405K +$48.4K +451 +14%
CPIA
3574
Cornell Pochily Investment Advisors
New York
$405K – – –
B
3575
Bayban
Minnesota
$404K +$390K +3,629 New
141 142
143
144 145