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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1801
Private Wealth Strategies
Ohio
$593K +$1.4K +30 +0.2%
TWA
1802
TPB Wealth Advisors
Texas
$593K +$504K +10,818 +601%
ERIM
1803
Eagle Ridge Investment Management
Connecticut
$591K -$1.68K -36 -0.3%
LNWTC
1804
Laird Norton Wetherby Trust Company
Washington
$590K -$265K -5,697 -31%
VWM
1805
Valley Wealth Managers
New Jersey
$590K -$1.4K -30 -0.2%
VFG
1806
V2 Financial group
Illinois
$590K -$112K -2,400 -16%
BIM
1807
Baldwin Investment Management
Pennsylvania
$589K -$112K -2,400 -16%
DCM
1808
Donaldson Capital Management
Indiana
$589K -$45.3K -972 -7%
SFG
1809
Summit Financial Group
West Virginia
$589K – – –
WMA
1810
Wealth Management Associates
New Jersey
$588K +$105K +2,247 +22%
KPCM
1811
Kings Point Capital Management
New York
$587K +$15K +321 +3%
NB
1812
Nicolet Bankshares
Wisconsin
$584K – – –
JLBC
1813
J.L. Bainbridge & Co
Florida
$583K -$34K -729 -6%
PCS
1814
Personal CFO Solutions
New Jersey
$583K +$97K +2,082 +20%
CF
1815
Copperwynd Financial
Arizona
$582K +$14.5K +312 +3%
PCMC
1816
Paragon Capital Management (Colorado)
Colorado
$581K +$140 +3 +0%
ZB
1817
Zions Bancorporation
Utah
$581K +$49.5K +1,062 +9%
BPCE
1818
Bank Pictet & Cie (Europe)
Germany
$578K – – –
CPA
1819
Capital Planning Advisors
California
$578K +$140 +3 +0%
LSPW
1820
Lake Street Private Wealth
Illinois
$577K -$51.6K -1,107 -8%
AIP
1821
Ahrens Investment Partners
Louisiana
$577K -$3.35K -72 -0.6%
CPC
1822
Consolidated Planning Corp
Georgia
$574K +$2.1K +45 +0.4%
PLFAM
1823
Pineno Levin & Ford Asset Management
Virginia
$573K – – –
HI
1824
Hudock Inc
Pennsylvania
$573K +$15.8K +339 +3%
CBT
1825
Central Bank & Trust
Kentucky
$572K -$316K -6,777 -36%
71 72
73
74 75