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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1951
Institute for Wealth Management
Colorado
$2.13M -$123K -990 -5%
WA
1952
Wealth Alliance
New York
$2.13M -$536K -4,319 -19%
TFS
1953
Targeted Financial Services
Florida
$2.13M – – –
RPWA
1954
Regent Peak Wealth Advisors
Georgia
$2.13M +$38.6K +311 +2%
PTB
1955
Pioneer Trust Bank
Oregon
$2.12M -$43.5K -350 -2%
VV
1956
Verity & Verity
South Carolina
$2.12M -$85.7K -690 -4%
AIC
1957
Archer Investment Corporation
Indiana
$2.12M -$17.6K -142 -0.8%
YIM
1958
Yoffe Investment Management
Pennsylvania
$2.12M – – –
BMC
1959
Benin Management Corp
Connecticut
$2.11M +$25K +201 +1%
TCM
1960
TD Capital Management
Tennessee
$2.11M -$240K -1,931 -9%
KCPT
1961
Kingstone Capital Partners Texas
Texas
$2.11M -$142K -1,147 -6%
PWP
1962
Private Wealth Partners
California
$2.11M -$29.9K -241 -1%
BFPW
1963
BOK Financial Private Wealth
Colorado
$2.1M -$202K -1,626 -8%
GC
1964
Gilbert & Cook
Iowa
$2.09M -$6.7K -54 -0.3%
PFA
1965
Professional Financial Advisors
Nebraska
$2.09M -$248K -1,994 -10%
GM
1966
GeoWealth Management
Illinois
$2.09M -$3.03M -24,403 -57%
BFO
1967
Biltmore Family Office
North Carolina
$2.08M -$300K -2,415 -12%
BCM
1968
Boltwood Capital Management
California
$2.08M -$23.6K -190 -1%
SFC
1969
Strategic Financial Concepts
Texas
$2.08M -$749K -6,033 -25%
MSCM
1970
McElhenny Sheffield Capital Management
Texas
$2.08M -$66.4K -535 -3%
JGIA
1971
Jackson Grant Investment Advisers
Connecticut
$2.08M +$745 +6 +0%
CCFCSB
1972
Cape Cod Five Cents Savings Bank
Massachusetts
$2.07M +$2.27M +18,317 New
NDBT
1973
North Dallas Bank & Trust
Texas
$2.07M +$45.6K +367 +2%
RZH
1974
Relyea Zuckerberg Hanson
Connecticut
$2.07M +$116K +932 +5%
BMC
1975
Beaton Management Company
Massachusetts
$2.06M -$21.7K -175 -1%