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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1801
Pathstone Family Office
New Jersey
$599K +$209K +4,497 +55%
PWS
1802
Private Wealth Strategies
Ohio
$593K +$1.4K +30 +0.2%
TWA
1803
TPB Wealth Advisors
Texas
$593K +$504K +10,818 +601%
ERIM
1804
Eagle Ridge Investment Management
Connecticut
$591K -$1.68K -36 -0.3%
LNWTC
1805
Laird Norton Wetherby Trust Company
Washington
$590K -$265K -5,697 -31%
VWM
1806
Valley Wealth Managers
New Jersey
$590K -$1.4K -30 -0.2%
VFG
1807
V2 Financial group
Illinois
$590K -$112K -2,400 -16%
BIM
1808
Baldwin Investment Management
Pennsylvania
$589K -$112K -2,400 -16%
DCM
1809
Donaldson Capital Management
Indiana
$589K -$45.3K -972 -7%
SFG
1810
Summit Financial Group
West Virginia
$589K – – –
WMA
1811
Wealth Management Associates
New Jersey
$588K +$105K +2,247 +22%
KPCM
1812
Kings Point Capital Management
New York
$587K +$15K +321 +3%
NB
1813
Nicolet Bankshares
Wisconsin
$584K – – –
JLBC
1814
J.L. Bainbridge & Co
Florida
$583K -$34K -729 -6%
PCS
1815
Personal CFO Solutions
New Jersey
$583K +$97K +2,082 +20%
CF
1816
Copperwynd Financial
Arizona
$582K +$14.5K +312 +3%
PCMC
1817
Paragon Capital Management (Colorado)
Colorado
$581K +$140 +3 +0%
ZB
1818
Zions Bancorporation
Utah
$581K +$49.5K +1,062 +9%
BPCE
1819
Bank Pictet & Cie (Europe)
Germany
$578K – – –
CPA
1820
Capital Planning Advisors
California
$578K +$140 +3 +0%
LSPW
1821
Lake Street Private Wealth
Illinois
$577K -$51.6K -1,107 -8%
AIP
1822
Ahrens Investment Partners
Louisiana
$577K -$3.35K -72 -0.6%
CPC
1823
Consolidated Planning Corp
Georgia
$574K +$2.1K +45 +0.4%
PLFAM
1824
Pineno Levin & Ford Asset Management
Virginia
$573K – – –
HI
1825
Hudock Inc
Pennsylvania
$573K +$15.8K +339 +3%
71 72
73
74 75