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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1701
Burt Wealth Advisors
Maryland
$227K – – –
MWP
1702
MYCIO Wealth Partners
Pennsylvania
$227K – – –
GFS
1703
GYL Financial Synergies
Connecticut
$227K +$235K +7,320 New
WP
1704
WealthShield Partners
North Carolina
$226K -$92.6K -2,889 -28%
AMIM
1705
Aull & Monroe Investment Management
Alabama
$226K – – –
AMG
1706
Advisors Management Group
Wisconsin
$226K +$962 +30 +0.4%
KIA
1707
Kopp Investment Advisors
Minnesota
$226K +$233K +7,275 New
MIP
1708
Marietta Investment Partners
Wisconsin
$224K – – –
SCM
1709
Stonebridge Capital Management
California
$224K – – –
MWPCG
1710
Measured Wealth Private Client Group
New Hampshire
$223K -$95.5K -2,979 -29%
CCA
1711
Cobblestone Capital Advisors
New York
$223K – – –
MBA
1712
McQueen Ball & Associates
Pennsylvania
$223K – – –
VIP
1713
Vantage Investment Partners
Missouri
$222K -$35.7M -1,112,562 -99%
FCH
1714
Freestone Capital Holdings
Washington
$222K +$229K +7,158 New
FNBOO
1715
First National Bank of Omaha
Nebraska
$220K +$1.64K +51 +0.7%
AI
1716
Accredited Investors
Minnesota
$220K +$227K +7,077 New
SC
1717
Sepio Capital
Utah
$220K +$228K +7,101 New
RCA
1718
Rowland Carmichael Advisors
Arizona
$219K -$42.5K -1,326 -16%
SLWS
1719
Swaine & Leidel Wealth Services
Florida
$219K +$212K +6,600 New
KF
1720
Krilogy Financial
Missouri
$218K -$179K -5,592 -44%
VNB
1721
Virginia National Bank
Virginia
$217K – – –
FBFS
1722
First Business Financial Services
Wisconsin
$217K +$224K +6,975 New
EWM
1723
Empirical Wealth Management
Washington
$217K +$224K +6,981 New
TA
1724
Tiedemann Advisors
New York
$216K +$223K +6,954 New
ISB
1725
Iowa State Bank
Iowa
$215K – – –
67 68
69
70 71