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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
RS
4076
Retirement Solution
Washington
$237K +$229K +2,130 New
TI
4077
tru Independence
Oregon
$237K +$5.26K +49 +2%
TCM
4078
Traub Capital Management
Massachusetts
$237K -$103K -955 -31%
SDH
4079
Sloy Dahl & Holst
Washington
$236K – – –
ERWM
4080
E&R Wealth Management
South Carolina
$236K +$228K +2,120 New
VDC
4081
Van Diest Capital
Iowa
$236K +$228K +2,119 New
MAMG
4082
Milestone Asset Management Group
Connecticut
$235K +$227K +2,114 New
WA
4083
WPG Advisers
Maryland
$235K -$5.48K -51 -2%
Ninety One (UK)
4084
Ninety One (UK)
United Kingdom
$235K +$226K +2,107 New
OA
4085
Oak Associates
Ohio
$234K – – –
OFG
4086
Orcam Financial Group
California
$234K – – –
IP
4087
Isthmus Partners
Wisconsin
$234K – – –
GWMT
4088
Guardian Wealth Management (Tennessee)
Tennessee
$233K +$225K +2,094 New
HFP
4089
Holistic Financial Partners
Indiana
$233K +$225K +2,094 New
EARNEST Partners
4090
EARNEST Partners
Georgia
$233K – – –
Guardian Capital (Canada)
4091
Guardian Capital (Canada)
Ontario, Canada
$233K +$224K +2,090 New
CFG
4092
Cassilly Financial Group
Maryland
$232K +$223K +2,080 New
TPWM
4093
Twelve Points Wealth Management
Massachusetts
$231K – – –
BSWM
4094
Boston Standard Wealth Management
Massachusetts
$230K – – –
MPW
4095
MGO Private Wealth
California
$229K – – –
TBWA
4096
Three Bridge Wealth Advisors
California
$229K +$1.07K +10 +0.5%
RFS
4097
RM Financial Services
Maine
$228K +$220K +2,050 New
JA
4098
JVL Associates
Michigan
$228K -$1.07K -10 -0.5%
HP
4099
HT Partners
Connecticut
$227K – – –
RC
4100
Randolph Company
Ohio
$227K – – –