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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
4026
Puff Wealth Management
New Jersey
$245K +$269K +2,167 New
AI
4027
Axecap Investments
Ohio
$245K -$3.37M -27,109 -93%
IWS
4028
Intentional Wealth Strategies
Colorado
$245K +$497 +4 +0.2%
EI
4029
Ellevest Inc
New York
$245K +$2.36K +19 +0.9%
PC
4030
Port Capital
Illinois
$244K +$267K +2,154 New
BWM
4031
BCGM Wealth Management
Indiana
$244K +$15.5K +125 +6%
SF
4032
Steffes Financial
Kansas
$244K +$1.12K +9 +0.4%
TI
4033
tru Independence
Oregon
$244K -$1.86K -15 -0.7%
PFA
4034
Plotkin Financial Advisors
Maryland
$244K -$7.7K -62 -3%
MSFP
4035
Mark Sheptoff Financial Planning
Connecticut
$244K -$6.21K -50 -2%
GWM
4036
Grand Wealth Management
Michigan
$244K -$2.85K -23 -1%
IWM
4037
IMG Wealth Management
Florida
$243K +$621 +5 +0.2%
NA
4038
Note Advisors
New York
$243K
SI
4039
Stirlingshire Investments
New York
$242K +$42.7K +344 +19%
DJFS
4040
Dean Jacobson Financial Services
Texas
$242K
OAM
4041
Oberweis Asset Management
Illinois
$242K +$248 +2 +0.1%
MW
4042
Members Wealth
Pennsylvania
$242K -$192K -1,543 -42%
ERWM
4043
E&R Wealth Management
South Carolina
$242K +$1.74K +14 +0.7%
RSWA
4044
Robinson Smith Wealth Advisors
Maine
$242K
RWA
4045
Reicon Wealth Advisors
Georgia
$241K +$264K +2,130 New
PC
4046
Purewater Capital
Texas
$241K -$46.2K -372 -15%
BSA
4047
Bull Street Advisors
Georgia
$241K -$62.1K -500 -19%
KHC
4048
Koesten Hirschmann & Crabtree
Kansas
$241K +$21.6K +174 +9%
AWAU
4049
Alliance Wealth Advisors (Utah)
Utah
$240K -$28.1K -226 -10%
FA
4050
Fagan Associates
New York
$240K -$6.21K -50 -2%