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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
4301
HighMark Wealth Management
Minnesota
$99.6K +$10.6K +85 +11%
T
4302
Tidemark
California
$99.6K – – –
PS
4303
Planning Strategies
Pennsylvania
$97.6K +$107K +862 New
LFASL
4304
Lugano Financial Advisors SA (LFA)
Switzerland
$97.2K +$27.7K +223 +35%
UFF
4305
USA Financial Formulas
Michigan
$94.3K +$29.2K +235 +39%
PIS
4306
POM Investment Strategies
North Carolina
$94.1K +$2.48K +20 +2%
OAG
4307
Oakmont Advisory Group
New Mexico
$91.4K +$100K +807 New
NI
4308
NCP Inc
California
$90.6K +$24.8K +200 +33%
RIAS
4309
Rachor Investment Advisory Services
Michigan
$86.3K -$2.48K -20 -3%
SFAM
4310
Sawyer Falduto Asset Management
Illinois
$84.7K – – –
MAM
4311
Morse Asset Management
Connecticut
$82.8K – – –
RF
4312
Robinswood Financial
Washington
$82.7K +$372 +3 +0.4%
CJ
4313
Caitlin John
Michigan
$81.9K +$7.45K +60 +9%
BCM
4314
Boreal Capital Management
Florida
$81K -$85.3K -687 -49%
KB
4315
Kimelman & Baird
New York
$80.3K -$124K -1,000 -59%
SRCM
4316
Signature Resources Capital Management
California
$78.8K -$1.24K -10 -1%
APW
4317
Atlantic Private Wealth
North Carolina
$78.8K – – –
RWS
4318
Retirement Wealth Solutions
Wisconsin
$76.9K +$124 +1 +0.1%
SC
4319
Stance Capital
Massachusetts
$76.7K +$27.6K +222 +49%
AP
4320
Aspect Partners
Virginia
$76K – – –
AW
4321
Ankerstar Wealth
Texas
$75.1K +$1.24K +10 +2%
JFG
4322
JDM Financial Group
Texas
$74.4K – – –
GSEP
4323
Golden State Equity Partners
California
$73K -$8.39M -67,604 -99%
TBFA
4324
Three Bearings Fiduciary Advisors
New Hampshire
$72K – – –
RBC
4325
Roble Belko & Company
Pennsylvania
$71K -$372 -3 -0.5%
171 172
173
174 175