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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1701
Prestige Wealth Management Group
New Jersey
$728K -$860K -18,459 -54%
TI
1702
Truehand Inc
New Hampshire
$728K – – –
SSW
1703
Smith Shellnut Wilson
Mississippi
$725K -$31.9K -684 -4%
OFS
1704
Oldfather Financial Services
Nebraska
$725K +$19.6K +420 +3%
GTCM
1705
Gyon Technologies Capital Management
New Jersey
$725K +$330K +7,092 +85%
FA
1706
FDx Advisors
Illinois
$724K -$32.1K -690 -4%
CCM
1707
Carlson Capital Management
Minnesota
$723K -$4.05K -87 -0.6%
DF Dent & Co
1708
DF Dent & Co
Maryland
$723K – – –
SNT
1709
Security National Trust
West Virginia
$718K +$3.49K +75 +0.5%
HAS
1710
HBW Advisory Services
California
$716K -$10.9K -234 -2%
SCI
1711
Stableford Capital II
Arizona
$714K +$66.2K +1,422 +10%
FPWM
1712
FSB Premier Wealth Management
Iowa
$712K -$29.9K -642 -4%
LFA
1713
Legacy Financial Advisors
Kentucky
$711K +$11.3K +243 +2%
MIAS
1714
Mason Investment Advisory Services
Virginia
$710K +$704K +15,111 New
ONST
1715
Old North State Trust
North Carolina
$708K +$27.9K +600 +4%
TAM
1716
Townsend Asset Management
North Carolina
$707K +$21K +450 +3%
CFS
1717
CRA Financial Services
New Jersey
$706K -$6.71K -144 -0.9%
KOMWMG
1718
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$706K +$38.6K +828 +6%
SMH
1719
Sanders Morris Harris
Texas
$706K +$55.9K +1,200 +9%
IWS
1720
Insight Wealth Strategies
California
$705K -$527K -11,310 -43%
CFO
1721
Collective Family Office
Pennsylvania
$705K +$34.9K +750 +5%
CMO
1722
Covenant Multifamily Offices
Texas
$705K +$232K +4,983 +50%
ARC
1723
Advisor Resource Council
Texas
$704K +$698K +14,985 New
KLI
1724
Kelman-Lazarov Inc
Tennessee
$702K -$2.38K -51 -0.3%
Evergreen Capital Management
1725
Evergreen Capital Management
Washington
$701K +$58.5K +1,257 +9%