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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1801
Halbert Hargrove Global Advisors
California
$221K +$212K +5,607 New
LCM
1802
Leisure Capital Management
California
$220K – – –
DLHL
1803
Donald L. Hagan LLC
Florida
$219K – – –
AAM
1804
Augustine Asset Management
Florida
$217K – – –
HCM
1805
HM Capital Management
Missouri
$217K – – –
PAM
1806
Premier Asset Management
Illinois
$217K +$207K +5,484 New
KFP
1807
KMG Fiduciary Partners
Ohio
$216K – – –
BC
1808
Barnett & Company
Tennessee
$216K +$61.1K +1,620 +42%
AWE
1809
Avidian Wealth Enterprises
Texas
$216K +$207K +5,472 New
AOWM
1810
Alpha Omega Wealth Management
Virginia
$215K +$52.1K +1,380 +34%
CRWM
1811
Castle Rock Wealth Management
California
$215K +$204K +5,415 New
PVH
1812
Psagot Value Holdings
Israel
$214K – – –
PWP
1813
Personal Wealth Partners
Minnesota
$214K +$2.27K +60 +1%
PWM
1814
Perigon Wealth Management
California
$213K -$15.9K -420 -7%
PAG
1815
Pinnacle Advisory Group
Maryland
$213K +$203K +5,388 New
IC
1816
Intersect Capital
California
$212K +$202K +5,346 New
IF
1817
IRON Financial
Illinois
$212K +$202K +5,355 New
AIA
1818
Alera Investment Advisors
Illinois
$212K +$203K +5,370 New
FSA
1819
Financial Sense Advisors
California
$211K +$201K +5,331 New
BONST
1820
Bank of Nova Scotia Trust
Ontario, Canada
$211K +$201K +5,334 New
FNBSF
1821
First National Bank Sioux Falls
South Dakota
$210K +$200K +5,310 New
FVWA
1822
Foster Victor Wealth Advisors
South Carolina
$210K +$202K +5,364 New
RWM
1823
RKL Wealth Management
Pennsylvania
$209K +$199K +5,274 New
CAG
1824
Crestwood Advisors Group
Massachusetts
$209K +$199K +5,277 New
RCA
1825
Rowland Carmichael Advisors
Arizona
$209K +$199K +5,280 New
71 72
73
74 75