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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
3876
CGC Financial Services
Oregon
$151K – – –
PWA
3877
Principia Wealth Advisory
Texas
$151K -$1.79K -18 -1%
IRAG
3878
Investment Research & Advisory Group
Georgia
$150K -$2.29K -23 -2%
RTL
3879
Red Tortoise LLC
Georgia
$149K – – –
KFA
3880
Kelleher Financial Advisors
New York
$148K +$143K +1,440 New
WA
3881
Whipplewood Advisors
Colorado
$148K -$117K -1,179 -45%
GF
3882
GGM Financials
Ohio
$145K +$140K +1,408 New
DI
3883
DAGCO Inc
Ohio
$140K – – –
FLP
3884
Financial Life Planners
Arizona
$136K +$131K +1,320 New
RAM
3885
Ramirez Asset Management
New York
$134K – – –
NSG
3886
Nalls Sherbakoff Group
Tennessee
$133K – – –
TFA
3887
Transamerica Financial Advisors
Florida
$132K +$97.9K +983 +328%
MBFW
3888
Morton Brown Family Wealth
Pennsylvania
$132K -$18K -181 -12%
BIA
3889
Bell Investment Advisors
California
$131K -$30.3K -304 -19%
PGAM
3890
Princeton Global Asset Management
New Jersey
$131K +$1.49K +15 +1%
UFF
3891
USA Financial Formulas
Michigan
$130K -$30.2K -303 -19%
VWA
3892
Valued Wealth Advisors
Utah
$129K +$1.89K +19 +2%
TVWM
3893
Tower View Wealth Management
Wisconsin
$128K -$14.2K -143 -10%
EPAM
3894
Evelyn Partners Asset Management
$127K +$66.2K +665 +118%
HWP
3895
Highline Wealth Partners
California
$124K -$2.09K -21 -2%
CF
3896
Conquis Financial
California
$124K – – –
TIM
3897
Thompson Investment Management
Wisconsin
$122K – – –
OCM
3898
Orion Capital Management
California
$122K -$18.9K -190 -14%
1NWS
3899
1 North Wealth Services
Maryland
$118K – – –
AWM
3900
Accredited Wealth Management
Kentucky
$113K -$104K -1,040 -95%