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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
1926
Marietta Investment Partners
Wisconsin
$360K – – –
SVCP
1927
Silicon Valley Capital Partners
California
$360K +$343K +7,722 New
WDL
1928
Well Done LLC
Michigan
$359K +$342K +7,698 New
QWM
1929
Quaker Wealth Management
New Jersey
$358K +$341K +7,668 New
ISB
1930
Iowa State Bank
Iowa
$357K – – –
ARG
1931
Advisory Resource Group
Oklahoma
$357K +$133 +3 +0%
LC
1932
Lindbrook Capital
California
$357K +$1.07K +24 +0.3%
LWMM
1933
Legacy Wealth Management (Mississippi)
Mississippi
$357K – – –
OPCM
1934
Osborne Partners Capital Management
California
$354K -$138K -3,102 -29%
ACM
1935
AUA Capital Management
Pennsylvania
$354K +$56.7K +1,275 +20%
C
1936
Certuity
Florida
$354K +$338K +7,593 New
HGWM
1937
Harvest Group Wealth Management
Massachusetts
$353K +$667 +15 +0.2%
FA
1938
FMA Advisory
Pennsylvania
$349K +$3.47K +78 +1%
FPCP
1939
Fort Point Capital Partners
California
$349K +$5.33K +120 +2%
AWM
1940
Apollon Wealth Management
South Carolina
$348K +$27.2K +612 +9%
CFD
1941
Creative Financial Designs
Indiana
$347K +$208K +4,689 +171%
EI
1942
Ellevest Inc
New York
$346K -$33.2K -747 -9%
VCM
1943
Vigilant Capital Management
Maine
$346K +$112K +2,526 +52%
PS
1944
Planned Solutions
California
$346K +$329K +7,410 New
PRWA
1945
Platte River Wealth Advisors
Colorado
$345K +$329K +7,407 New
NWP
1946
Northstar Wealth Partners
Connecticut
$344K -$51.1K -1,149 -13%
M
1947
MOTCO
Texas
$343K -$20.7K -465 -6%
FCMC
1948
Founders Capital Management (Connecticut)
Connecticut
$343K – – –
NEWAS
1949
N.E.W. Advisory Services
Wisconsin
$342K +$17.2K +387 +6%
MLFP
1950
MPS Loria Financial Planners
Illinois
$342K +$89.5K +2,013 +38%
76 77
78
79 80