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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TBWA
1926
Three Bridge Wealth Advisors
California
$566K +$534K +11,367 New
LDFR
1927
Lehman & Derafelo Financial Resources
Pennsylvania
$565K – – –
EIA
1928
Edgemoor Investment Advisors
Maryland
$565K +$14.9K +318 +3%
HI
1929
Hudock Inc
Pennsylvania
$564K -$21.4K -456 -4%
EM
1930
Excalibur Management
Massachusetts
$562K – – –
EA
1931
Echo45 Advisors
California
$556K -$76.2K -1,623 -13%
SBF
1932
Sara-Bay Financial
Florida
$554K -$81.3K -1,731 -13%
ZIC
1933
ZWJ Investment Counsel
Georgia
$554K -$56.3K -1,200 -10%
CCA
1934
Childress Capital Advisors
Texas
$553K +$120K +2,553 +30%
SHFA
1935
SC&H Financial Advisors
Maryland
$549K -$4.22K -90 -0.8%
OFS
1936
Orrstown Financial Services
Pennsylvania
$547K -$88K -1,875 -15%
PWA
1937
Physician Wealth Advisors
Utah
$547K +$11.4K +243 +2%
RHP
1938
Royal Harbor Partners
Texas
$546K – – –
CC
1939
Centiva Capital
New York
$546K +$516K +10,998 New
ERIM
1940
Eagle Ridge Investment Management
Connecticut
$545K -$42.3K -900 -8%
CSPIA
1941
Cary Street Partners Investment Advisory
Virginia
$544K +$85.1K +1,812 +20%
KPWG
1942
KFA Private Wealth Group
Virginia
$543K +$30.4K +648 +6%
TC
1943
Titleist Capital
Texas
$542K -$40.8K -870 -7%
CA
1944
Commerzbank Aktiengesellschaft
Germany
$538K +$254K +5,400 +99%
CF
1945
Corrigan Financial
Rhode Island
$538K +$141 +3 +0%
FPWM
1946
FSB Premier Wealth Management
Iowa
$537K -$228K -4,848 -32%
BPM
1947
Bowling Portfolio Management
Ohio
$537K +$2.11K +45 +0.4%
SF
1948
SBK Financial
Virginia
$536K – – –
MAG
1949
Mayfair Advisory Group
Alabama
$535K +$18.2K +387 +4%
HPWM
1950
Highland Private Wealth Management
Washington
$535K +$23.5K +501 +5%
76 77
78
79 80