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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
4076
Cypress Point Wealth Management
Texas
$253K +$250K +2,037 New
FCFC
4077
First Citizens Financial Corp
Iowa
$253K +$250K +2,036 New
GC
4078
Guidance Capital
Kentucky
$252K -$1.4M -11,392 -86%
BWM
4079
BCGM Wealth Management
Indiana
$252K -$982 -8 -0.4%
BAWM
4080
Bennett Associates Wealth Management
Pennsylvania
$252K +$18.3K +149 +8%
VCWM
4081
Vista Cima Wealth Management
Arizona
$251K +$16.5K +134 +7%
OFP
4082
OLIO Financial Planning
Virginia
$251K – – –
AWP
4083
Axis Wealth Partners
Rhode Island
$251K +$18.4K +150 +8%
CAG
4084
Carroll Advisory Group
Texas
$251K -$23.1K -188 -9%
CH
4085
Canton Hathaway
Rhode Island
$251K – – –
AFGAS
4086
Allegiance Financial Group Advisory Services
Virginia
$250K -$150K -1,225 -38%
AEPWM
4087
Atlantic Edge Private Wealth Management
Florida
$250K -$47.9K -390 -16%
MLIC
4088
Mandatum Life Insurance Company
Finland
$250K – – –
RW
4089
Rockport Wealth
Ohio
$250K +$7.98K +65 +3%
AF
4090
Align Financial
Minnesota
$250K – – –
PWM
4091
Platt Wealth Management
California
$249K – – –
FA
4092
Fiducient Advisors
Illinois
$249K -$284K -2,310 -54%
TWA
4093
Talisman Wealth Advisors
New Jersey
$249K -$189K -1,541 -43%
CCAL
4094
City Center Advisors LLC
Michigan
$248K +$245K +1,996 New
PCM
4095
Payne Capital Management
New York
$248K -$5.89K -48 -2%
CMBA
4096
C.M. Bidwell & Associates
Hawaii
$248K +$1.6K +13 +0.7%
HFA
4097
Highland Financial Advisors
New Jersey
$247K +$244K +1,986 New
BDL
4098
Banque de Luxembourg
Luxembourg
$247K -$982 -8 -0.4%
CC
4099
Cornerstone Capital
California
$247K +$244K +1,985 New
TFA
4100
Tranquilli Financial Advisor
New Jersey
$246K +$14.1K +115 +6%
162 163
164
165 166