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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
4101
Payne Capital Management
New York
$227K +$219K +2,042 New
PCM
4102
Presidio Capital Management
California
$227K +$219K +2,041 New
GFA
4103
Godfrey Financial Associates
New York
$227K +$219K +2,038 New
BWM
4104
BCGM Wealth Management
Indiana
$227K -$7.09K -66 -3%
FFO
4105
Fortitude Family Office
Arizona
$226K +$4.4K +41 +2%
CWA
4106
Clarity Wealth Advisors
California
$226K +$218K +2,026 New
IPW
4107
Intergy Private Wealth
Colorado
$226K +$217K +2,025 New
CSIA
4108
Conrad Siegel Investment Advisors
Pennsylvania
$225K +$217K +2,024 New
OFP
4109
OLIO Financial Planning
Virginia
$225K +$217K +2,022 New
ABWM
4110
Alpine Bank Wealth Management
Colorado
$225K -$27.4K -255 -11%
RA
4111
Rubicon Advisors
California
$225K +$217K +2,021 New
CH
4112
Canton Hathaway
Rhode Island
$225K – – –
P
4113
Pandowealth
Georgia
$224K +$216K +2,015 New
OS
4114
Objectivity Squared
South Carolina
$224K +$3.87K +36 +2%
MLIC
4115
Mandatum Life Insurance Company
Finland
$224K – – –
AF
4116
Align Financial
Minnesota
$224K +$216K +2,009 New
OIS
4117
OneAscent Investment Solutions
Alabama
$224K -$12.3K -115 -5%
LAS
4118
LWM Advisory Services
Florida
$224K -$16.2K -151 -7%
LHP
4119
Lexington Hill Partners
Texas
$224K +$215K +2,007 New
EFN
4120
Equita Financial Network
Pennsylvania
$223K +$3.11K +29 +1%
PWM
4121
Platt Wealth Management
California
$223K +$216K +2,010 New
LIA
4122
Luken Investment Analytics
Tennessee
$223K +$38.8K +361 +22%
CFG
4123
Compton Financial Group
Maryland
$223K -$644 -6 -0.3%
RIA
4124
Richwood Investment Advisors
Ohio
$222K +$182K +1,693 New
BDL
4125
Banque de Luxembourg
Luxembourg
$222K – – –
163 164
165
166 167