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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
3976
Ellevest Inc
New York
$261K +$18.5K +172 +8%
EFG
3977
Everest Financial Group
Minnesota
$261K +$252K +2,344 New
PMFA
3978
Plante Moran Financial Advisors
Michigan
$261K -$43.5K -405 -15%
CIR
3979
Clear Investment Research
Georgia
$261K +$1.93K +18 +0.8%
PCMM
3980
Piedmont Capital Management (Montana)
Montana
$261K – – –
MFS
3981
Madrona Financial Services
Washington
$260K -$7.52K -70 -3%
SVWA
3982
Sarver Vrooman Wealth Advisors
Missouri
$260K – – –
OA
3983
Oceanside Advisors
South Carolina
$260K – – –
NAMM
3984
NorthStar Asset Management (Massachusetts)
Massachusetts
$259K +$250K +2,329 New
IWM
3985
IMG Wealth Management
Florida
$259K +$37.4K +348 +18%
BMM
3986
Berkshire Money Management
Massachusetts
$259K +$249K +2,323 New
RWM
3987
Reston Wealth Management
Virginia
$258K +$248K +2,311 New
SWIM
3988
Smallwood Wealth Investment Management
New Jersey
$257K -$22.9K -213 -8%
ORI
3989
Oak Ridge Investments
Illinois
$257K -$39.6K -369 -14%
KTM
3990
Keeler Thomas Management
Utah
$256K -$9.99K -93 -4%
NA
3991
Note Advisors
New York
$256K -$13.4K -125 -6%
ITB
3992
Idaho Trust Bank
Idaho
$255K +$5.8K +54 +2%
MWA
3993
MFA Wealth Advisors
Pennsylvania
$255K -$30.2K -281 -11%
RFG
3994
Range Financial Group
Oregon
$255K +$245K +2,285 New
BOM
3995
Bank of Marin
California
$255K – – –
PGWM
3996
Parisi Gray Wealth Management
New Jersey
$254K -$1.5K -14 -0.6%
CWM
3997
ClientFirst Wealth Management
Arkansas
$254K – – –
AC
3998
Avant Capital
Louisiana
$254K – – –
PFM
3999
Patton Fund Management
Texas
$254K -$29.5K -275 -11%
SC
4000
Saybrook Capital
North Carolina
$253K – – –
158 159
160
161 162