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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1726
WealthSource Partners
California
$716K +$9.62K +198 +1%
FPS
1727
Fieldpoint Private Securities
Connecticut
$714K -$69.8K -1,437 -9%
AIP
1728
Almanack Investment Partners
Pennsylvania
$712K -$790K -16,278 -52%
DDC
1729
DF Dent & Co
Maryland
$712K – – –
SNT
1730
Security National Trust
West Virginia
$712K +$116K +2,385 +19%
RPWA
1731
Regent Peak Wealth Advisors
Georgia
$711K +$150K +3,084 +26%
JMF
1732
Johnson Midwest Financial
Iowa
$711K +$719K +14,799 New
LCM
1733
Landscape Capital Management
New Jersey
$710K – – –
FPWM
1734
FSB Premier Wealth Management
Iowa
$710K +$719K +14,796 New
GC
1735
Grace Capital
Massachusetts
$707K -$60.3K -1,242 -8%
BHTS
1736
Bar Harbor Trust Services
Maine
$707K -$9.91K -204 -1%
AWS
1737
Arkfeld Wealth Strategies
Nebraska
$705K -$33.1K -681 -5%
DC
1738
DeDora Capital
California
$705K +$51.3K +1,056 +8%
IRC
1739
Investors Research Corp
Georgia
$700K -$65.4K -1,347 -8%
KFC
1740
Klingenstein Fields & Co
New York
$698K +$15.2K +312 +2%
JLBC
1741
J.L. Bainbridge & Co
Florida
$697K +$29.1K +600 +4%
APW
1742
Austin Private Wealth
Texas
$696K +$123K +2,529 +21%
B
1743
Barings
North Carolina
$695K -$7.75M -159,558 -92%
LSPW
1744
Lake Street Private Wealth
Illinois
$695K +$26.2K +540 +4%
MPI
1745
Mairs & Power Inc
Minnesota
$692K -$874 -18 -0.1%
PWAC
1746
Private Wealth Advisors (California)
California
$688K +$1.46K +30 +0.2%
OFS
1747
Oldfather Financial Services
Nebraska
$684K – – –
DIP
1748
DT Investment Partners
Pennsylvania
$684K +$691K +14,229 New
ICM
1749
IMS Capital Management
Oregon
$682K -$588K -12,117 -46%
CNB
1750
Camden National Bank
Maine
$682K -$33.7K -693 -5%
68 69
70
71 72