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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
4076
Atlantic Edge Private Wealth Management
Florida
$231K +$3.1K +25 +1%
FCFC
4077
First Citizens Financial Corp
Iowa
$231K – – –
OFP
4078
OLIO Financial Planning
Virginia
$229K – – –
CH
4079
Canton Hathaway
Rhode Island
$228K – – –
HBS
4080
Howard Bailey Securities
Indiana
$228K -$40.5K -326 -14%
MLIC
4081
Mandatum Life Insurance Company
Finland
$228K – – –
AF
4082
Align Financial
Minnesota
$228K +$124 +1 +0%
PWM
4083
Platt Wealth Management
California
$227K – – –
NAMM
4084
NorthStar Asset Management (Massachusetts)
Massachusetts
$227K -$40.3K -325 -14%
CAG
4085
Carroll Advisory Group
Texas
$227K -$2.48K -20 -1%
SDH
4086
Sloy Dahl & Holst
Washington
$227K -$14.9K -120 -6%
CWA
4087
Clarity Wealth Advisors
California
$227K +$2.61K +21 +1%
FA
4088
Fiducient Advisors
Illinois
$226K – – –
AWMM
4089
Aegis Wealth Management (Maryland)
Maryland
$226K +$248K +1,998 New
NAC
4090
NI Acquisitions Company
Pennsylvania
$226K +$248K +1,995 New
CKAIS
4091
Christensen King & Associates Investment Services
Washington
$225K -$19.4K -156 -7%
CC
4092
Cornerstone Capital
California
$225K – – –
GAMA
4093
Graticule Asia Macro Advisors
New York
$225K +$246K +1,984 New
MCM
4094
McDonough Capital Management
Florida
$224K – – –
FGG
4095
Financial Guidance Group
Florida
$224K – – –
OE
4096
OFS Enterprise
Nebraska
$224K – – –
RCI
4097
RS Crum Inc
California
$224K +$869 +7 +0.4%
WW
4098
Winnow Wealth
Texas
$223K +$248 +2 +0.1%
ECA
4099
Elevate Capital Advisors
Colorado
$222K – – –
AWP
4100
Axis Wealth Partners
Rhode Island
$222K -$7.08K -57 -3%
162 163
164
165 166