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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1851
Oak Asset Management
California
$652K – – –
TWM
1852
Tradition Wealth Management
Minnesota
$652K +$144K +3,009 +29%
OFS
1853
Oldfather Financial Services
Nebraska
$651K – – –
MTIM
1854
Marathon Trading Investment Management
Pennsylvania
$651K +$372K +7,800 +137%
KPCM
1855
Kings Point Capital Management
New York
$650K +$32.9K +690 +5%
SIA
1856
Soltis Investment Advisors
Utah
$649K -$26.6K -558 -4%
LC
1857
LCNB Corp
Ohio
$649K -$8.88K -186 -1%
AL
1858
Aspiriant LLC
California
$647K +$64.2K +1,344 +11%
MIM
1859
Meixler Investment Management
Arizona
$645K +$638K +13,365 New
HCMG
1860
Howard Capital Management Group
California
$641K -$4.15K -87 -0.6%
LNWTC
1861
Laird Norton Wetherby Trust Company
Washington
$641K +$716 +15 +0.1%
LCM
1862
Lewis Capital Management
California
$639K +$632K +13,248 New
PPG
1863
Peak Planning Group
Colorado
$639K +$1.86K +39 +0.3%
PCS
1864
Personal CFO Solutions
New Jersey
$633K +$20.2K +423 +3%
MWM
1865
Maltin Wealth Management
New Jersey
$633K +$30.6K +642 +5%
TCM
1866
Tradewinds Capital Management
Washington
$632K – – –
OC
1867
Oarsman Capital
Wisconsin
$630K -$143K -3,000 -19%
CCMD
1868
Cypress Capital Management (Delaware)
Delaware
$629K +$5.44K +114 +0.9%
CF
1869
Copperwynd Financial
Arizona
$628K -$32.8K -687 -5%
IWA
1870
Intercontinental Wealth Advisors
Texas
$628K -$143 -3 -0%
TAM
1871
Trillium Asset Management
Massachusetts
$626K -$5.16K -108 -0.8%
LF
1872
Lee Financial
Texas
$623K +$1.43K +30 +0.2%
CWAG
1873
Compton Wealth Advisory Group
Virginia
$621K +$11K +231 +2%
SBF
1874
Sara-Bay Financial
Florida
$621K +$58.3K +1,221 +10%
RPCONE
1875
Retirement Planning Company of New England
Rhode Island
$620K +$614K +12,870 New
73 74
75
76 77