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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
4251
Sunrise Financial Services
Washington
$109K +$46.7K +376 +64%
FFG
4252
Forum Finance Group
$109K +$144K +1,160 +3,867%
UIA
4253
Ulland Investment Advisors
Minnesota
$107K +$44.4K +358 +61%
LFA
4254
LGT Financial Advisors
Texas
$106K +$372 +3 +0.3%
STB
4255
S&T Bank
Pennsylvania
$105K -$28.1K -226 -20%
KA
4256
Kozak & Associates
Colorado
$104K +$1.12K +9 +0.9%
DF
4257
Downshift Financial
Colorado
$103K +$113K +913 New
MCA
4258
Midwest Capital Advisors
Michigan
$102K – – –
FG
4259
Fairman Group
Pennsylvania
$102K – – –
HWM
4260
HighMark Wealth Management
Minnesota
$99.6K +$10.6K +85 +11%
T
4261
Tidemark
California
$99.6K – – –
PS
4262
Planning Strategies
Pennsylvania
$97.6K +$107K +862 New
LFASL
4263
Lugano Financial Advisors SA (LFA)
Switzerland
$97.2K +$27.7K +223 +35%
UFF
4264
USA Financial Formulas
Michigan
$94.3K +$29.2K +235 +39%
PIS
4265
POM Investment Strategies
North Carolina
$94.1K +$2.48K +20 +2%
OAG
4266
Oakmont Advisory Group
New Mexico
$91.4K +$100K +807 New
NI
4267
NCP Inc
California
$90.6K +$24.8K +200 +33%
RIAS
4268
Rachor Investment Advisory Services
Michigan
$86.3K -$2.48K -20 -3%
SFAM
4269
Sawyer Falduto Asset Management
Illinois
$84.7K – – –
MAM
4270
Morse Asset Management
Connecticut
$82.8K – – –
RF
4271
Robinswood Financial
Washington
$82.7K +$372 +3 +0.4%
CJ
4272
Caitlin John
Michigan
$81.9K +$7.45K +60 +9%
BCM
4273
Boreal Capital Management
Florida
$81K -$85.3K -687 -49%
KB
4274
Kimelman & Baird
New York
$80.3K -$124K -1,000 -59%
SRCM
4275
Signature Resources Capital Management
California
$78.8K -$1.24K -10 -1%
169 170
171
172 173