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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1876
Winch Advisory Services
Wisconsin
$82K +$226 +6 +0.3%
NCM
1877
New Capital Management
Texas
$80K – – –
BWP
1878
Baldwin Wealth Partners
Massachusetts
$79K – – –
CAL
1879
Capital Advisors Ltd
Ohio
$78K – – –
TFO
1880
Tarbox Family Office
California
$78K – – –
CWM
1881
Cranbrook Wealth Management
Michigan
$77K +$15.7K +417 +27%
BCM
1882
Bourgeon Capital Management
Connecticut
$75K +$71.3K +1,890 New
HR
1883
Howe & Rusling
New York
$74K – – –
FPS
1884
Fieldpoint Private Securities
Connecticut
$73K – – –
LWS
1885
Lucia Wealth Services
California
$71K – – –
OFS
1886
Orrstown Financial Services
Pennsylvania
$69K – – –
CPA
1887
Clear Perspective Advisors
Illinois
$67K – – –
HI
1888
Human Investing
Oregon
$67K – – –
APSP
1889
Asset Planning Services (Pennsylvania)
Pennsylvania
$64K – – –
TFGT
1890
TS Financial Group (TSFG)
Illinois
$64K – – –
QAM
1891
QCI Asset Management
New York
$62K +$34.6K +918 +142%
TVWM
1892
Tower View Wealth Management
Wisconsin
$62K +$59.4K +1,575 New
LFG
1893
LifePlan Financial Group
Ohio
$60K – – –
TF
1894
TimeScale Financial
Massachusetts
$60K +$10.1K +267 +21%
SMG
1895
Spectrum Management Group
Indiana
$59K – – –
LWA
1896
Lowe Wealth Advisors
Maryland
$58K +$11.5K +306 +26%
FEG
1897
Financial Enhancement Group
Indiana
$57K +$45.3K +1,200 +500%
GT
1898
Glenmede Trust
Pennsylvania
$56.6K -$2.83M -75,078 -5%
CBT
1899
Central Bank & Trust
Kentucky
$54K -$1.58K -42 -3%
KFS
1900
Kelly Financial Services
Massachusetts
$54K +$6.34K +168 +14%
74 75
76
77 78