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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1901
Core Wealth Partners
California
$2.03M +$116K +1,166 +6%
OWP
1902
ORG Wealth Partners
Texas
$2.03M +$496K +4,984 +34%
ST
1903
Sageworth Trust
Pennsylvania
$2.01M +$1.95M +19,543 New
IFWM
1904
Institute for Wealth Management
Colorado
$2.01M -$63.6K -639 -3%
TCG
1905
Transcendent Capital Group
Oklahoma
$2.01M – – –
JF
1906
Jump Financial
Illinois
$2.01M -$12.1M -121,725 -86%
BCM
1907
Boltwood Capital Management
California
$2M -$34.1K -343 -2%
BFW
1908
Brady Family Wealth
Missouri
$2M -$11.9K -120 -0.6%
BWM
1909
BKM Wealth Management
Wisconsin
$2M +$18.8K +189 +1%
MSCM
1910
McElhenny Sheffield Capital Management
Texas
$2M +$69.8K +701 +4%
WDC
1911
Woodward Diversified Capital
California
$2M +$5.87K +59 +0.3%
BFO
1912
Biltmore Family Office
North Carolina
$1.99M +$10.7K +107 +0.6%
ACG
1913
Allen Capital Group
Nebraska
$1.99M – – –
PWP
1914
Principle Wealth Partners
Connecticut
$1.98M -$130K -1,307 -6%
FNB
1915
Farmers National Bank
Kentucky
$1.98M +$29.8K +299 +2%
FCM
1916
Fire Capital Management
California
$1.98M +$30.5K +306 +2%
HWA
1917
HHM Wealth Advisors
Tennessee
$1.98M -$77K -773 -4%
AWM
1918
Aprio Wealth Management
Georgia
$1.97M +$244K +2,452 +15%
KSB
1919
Kennebec Savings Bank
Maine
$1.97M +$11.3K +114 +0.6%
WQ
1920
Wealth Quarterback
New Jersey
$1.97M -$79.3K -797 -4%
BMC
1921
Benin Management Corp
Connecticut
$1.97M – – –
RWS
1922
Resolute Wealth Strategies
Mississippi
$1.96M -$29.5K -296 -2%
SFC
1923
Strategic Financial Concepts
Texas
$1.96M -$118K -1,189 -6%
ICM
1924
Intrepid Capital Management
Florida
$1.96M -$23.9K -240 -1%
GDP
1925
Great Diamond Partners
Maine
$1.96M -$15.8K -159 -0.8%
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77
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