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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
4276
Highline Wealth Partners
California
$188K +$12.2K +99 +7%
DAM
4277
Davis Asset Management
California
$186K +$184K +1,500 New
KPP
4278
Kings Path Partners
Texas
$186K +$91.7K +747 +100%
P
4279
Palladiem
Pennsylvania
$185K +$614 +5 +0.3%
PWA
4280
Principia Wealth Advisory
Texas
$185K -$2.09K -17 -1%
VWA
4281
Valued Wealth Advisors
Utah
$184K +$23.2K +189 +15%
FWA
4282
Flagship Wealth Advisors
Massachusetts
$184K -$209K -1,704 -48%
CFS
4283
CGC Financial Services
Oregon
$183K – – –
PF
4284
PlanVest Financial
Maryland
$182K +$179K +1,461 New
RTL
4285
Red Tortoise LLC
Georgia
$180K – – –
BCM
4286
Boreal Capital Management
Florida
$175K – – –
LWMI
4287
Legacy Wealth Management (Idaho)
Idaho
$173K +$15K +122 +10%
HFS
4288
Hughes Financial Services
Virginia
$171K +$57.7K +470 +52%
BH
4289
Burk Holdings
Oklahoma
$168K +$166K +1,349 New
MBFW
4290
Morton Brown Family Wealth
Pennsylvania
$165K +$123 +1 +0.1%
FLP
4291
Financial Life Planners
Arizona
$164K +$162K +1,322 New
AF
4292
Abound Financial
California
$164K – – –
LAM
4293
Lynch Asset Management
Pennsylvania
$162K – – –
EA
4294
Evergreen Advisors
Tennessee
$160K +$158K +1,288 New
SOW
4295
State of Wyoming
Wyoming
$159K -$315K -2,566 -67%
CF
4296
Conquis Financial
California
$158K – – –
IRAG
4297
Investment Research & Advisory Group
Georgia
$158K +$123 +1 +0.1%
WA
4298
Walsh & Associates
Florida
$156K +$614 +5 +0.4%
PGAM
4299
Princeton Global Asset Management
New Jersey
$155K -$7.24K -59 -5%
SWA
4300
Strategic Wealth Advisors
Arizona
$154K – – –
170 171
172
173 174