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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
4201
Albion Financial Group
Utah
$174K +$37.4K +301 +24%
BC
4202
Bayforest Capital
United Kingdom
$174K +$53.5K +431 +39%
KPP
4203
Kings Path Partners
Texas
$170K +$1.24K +10 +0.7%
DAM
4204
Davis Asset Management
California
$170K
MSWA
4205
Marshall & Sterling Wealth Advisors
New York
$167K -$45.3K -365 -20%
CFS
4206
CGC Financial Services
Oregon
$166K
NEAM
4207
New England Asset Management
Connecticut
$166K +$182K +1,467 New
SAS
4208
Stelac Advisory Services
New York
$164K -$53.6K -432 -23%
VWA
4209
Valued Wealth Advisors
Utah
$163K -$4.22K -34 -2%
KFA
4210
Kelleher Financial Advisors
New York
$163K +$9.31K +75 +5%
FA
4211
Fedenia Advisers
Wisconsin
$163K +$179K +1,440 New
PF
4212
PlanVest Financial
Maryland
$159K -$6.95K -56 -4%
BH
4213
Burk Holdings
Oklahoma
$152K -$745 -6 -0.4%
PGAM
4214
Princeton Global Asset Management
New Jersey
$152K +$11.5K +93 +7%
FLP
4215
Financial Life Planners
Arizona
$150K +$745 +6 +0.5%
IRAG
4216
Investment Research & Advisory Group
Georgia
$150K +$124 +1 +0.1%
BIA
4217
Bell Investment Advisors
California
$150K -$33K -266 -17%
LAM
4218
Lynch Asset Management
Pennsylvania
$147K
JGCM
4219
Joseph Group Capital Management
Ohio
$147K +$32.2K +259 +25%
RS
4220
Rakuten Securities
Japan
$145K +$16.4K +132 +12%
ORAM
4221
One River Asset Management
Connecticut
$142K +$156K +1,257 New
PCTC
4222
Perkins Coie Trust Company
Washington
$140K
SWA
4223
Strategic Wealth Advisors
Arizona
$138K
KC
4224
Knuff & Co
California
$138K +$151K +1,215 New
CF
4225
Conquis Financial
California
$136K