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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1326
Winning Points Advisors
Florida
$244K – – –
AHC
1327
Adell Harriman & Carpenter
Texas
$244K – – –
GAM
1328
Garrison Asset Management
Arkansas
$243K -$7.8K -339 -3%
RSVP
1329
Ramsay Stattman Vela & Price
Colorado
$241K -$3.48M -151,092 -94%
CCM
1330
Canal Capital Management
Virginia
$239K -$979K -42,549 -81%
MC
1331
Matisse Capital
Oregon
$239K -$69K -3,000 -23%
SIM
1332
SSI Investment Management
California
$238K -$552 -24 -0.2%
CAM
1333
Congress Asset Management
Massachusetts
$238K – – –
HCM
1334
Hall Capital Management
Rhode Island
$238K – – –
HBT
1335
Hills Bank & Trust
Iowa
$237K -$7.59K -330 -3%
AAM
1336
American Asset Management
Florida
$237K – – –
CWP
1337
Capital Wealth Planning
Florida
$237K – – –
NFG
1338
Nadler Financial Group
Illinois
$237K +$207 +9 +0.1%
BPC
1339
Banque Pictet & Cie
Switzerland
$236K – – –
VNA
1340
VNBTrust National Association
Virginia
$234K -$48.3K -2,100 -18%
CYG
1341
Clean Yield Group
Vermont
$232K – – –
CWM
1342
Catamount Wealth Management
Connecticut
$231K +$152K +6,600 +220%
SMH
1343
Sanders Morris Harris
Texas
$231K +$222K +9,645 New
CT
1344
Chicago Trust
Illinois
$230K +$6.56K +285 +3%
PAG
1345
Pinnacle Advisory Group
Maryland
$229K -$20.1K -873 -8%
HIIFS
1346
Harel Insurance Investments & Financial Services
Israel
$229K +$215K +9,348 New
SAM
1347
Shamrock Asset Management
Texas
$228K -$10.6K -462 -5%
OA
1348
Oxbow Advisors
Texas
$227K +$217K +9,450 New
GAAM
1349
Guinness Atkinson Asset Management
California
$226K – – –
TIA
1350
Tiemann Investment Advisors
California
$226K – – –
52 53
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55 56