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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
3751
PFG Private Wealth Management
Florida
$227K +$219K +2,204 New
MFS
3752
Madrid Financial Services
California
$227K – – –
WFM
3753
Wolff Financial Management
Michigan
$227K -$2.49K -25 -1%
TWM
3754
Tanager Wealth Management
United Kingdom
$226K +$10.7K +107 +5%
SPI
3755
Santori & Peters Inc
Pennsylvania
$226K +$199 +2 +0.1%
BAM
3756
Brave Asset Management
New Jersey
$225K – – –
JF
3757
Joule Financial
Kentucky
$225K -$3.29K -33 -1%
NED
3758
Nancy E. Dempze
$224K -$13.9K -140 -6%
EI
3759
Ellevest Inc
New York
$224K +$217K +2,175 New
SA
3760
Skyline Advisors
Washington
$224K -$1.79K -18 -0.8%
KCM
3761
KRS Capital Management
Michigan
$224K +$6.17K +62 +3%
TAM
3762
Trillium Asset Management
Massachusetts
$223K -$19.4K -195 -8%
WA
3763
WPG Advisers
Maryland
$223K -$5.28K -53 -2%
LAS
3764
LWM Advisory Services
Florida
$222K -$52.3K -525 -20%
RIP
3765
RAM Investment Partners
Washington
$222K +$7.37K +74 +4%
OWA
3766
ORBA Wealth Advisors
Illinois
$221K – – –
PWM
3767
Puff Wealth Management
New Jersey
$221K +$896 +9 +0.4%
JSA
3768
Jacobson & Schmitt Advisors
Wisconsin
$221K +$214K +2,145 New
CKAIS
3769
Christensen King & Associates Investment Services
Washington
$221K +$100 +1 +0%
DJFS
3770
Dean Jacobson Financial Services
Texas
$220K – – –
CCFCSB
3771
Cape Cod Five Cents Savings Bank
Massachusetts
$220K – – –
RSWA
3772
Robinson Smith Wealth Advisors
Maine
$220K – – –
BC
3773
Brio Consultants
California
$220K -$17.1K -172 -7%
SPA
3774
Sentinel Pension Advisors
Massachusetts
$219K +$100 +1 +0%
NC
3775
North Capital
Utah
$219K +$4.88K +49 +2%