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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1951
Resonant Capital Advisors
Wisconsin
$222K +$223K +5,610 New
KC
1952
Kepos Capital
New York
$222K +$223K +5,613 New
MRCM
1953
M&R Capital Management
New Jersey
$221K -$3.93K -99 -2%
SRC
1954
Sage Rhino Capital
California
$221K – – –
LCM
1955
Leisure Capital Management
California
$220K – – –
FBB
1956
Fulton Breakefield Broenniman
Maryland
$220K +$221K +5,565 New
BC
1957
Barnett & Company
Tennessee
$219K +$3.1K +78 +1%
HHGA
1958
Halbert Hargrove Global Advisors
California
$218K -$3.93K -99 -2%
HCM
1959
HM Capital Management
Missouri
$218K – – –
AIFAIM
1960
American Institute for Advanced Investment Management
Arizona
$218K +$219K +5,505 New
PWM
1961
Peterson Wealth Management
Nevada
$218K +$224K +5,631 New
HCA
1962
Heck Capital Advisors
Wisconsin
$215K +$7.39K +186 +4%
AAM
1963
Augustine Asset Management
Florida
$214K -$3.34K -84 -2%
PWP
1964
Personal Wealth Partners
Minnesota
$214K – – –
DLHL
1965
Donald L. Hagan LLC
Florida
$212K – – –
AOWM
1966
Alpha Omega Wealth Management
Virginia
$211K -$2.86K -72 -1%
RCA
1967
Rowland Carmichael Advisors
Arizona
$209K – – –
SAG
1968
Spotlight Asset Group
Illinois
$209K +$204K +5,136 New
MSA
1969
Marino Stram & Associates
Massachusetts
$209K +$209K +5,274 New
WB
1970
West Bancorporation
Iowa
$209K +$210K +5,286 New
GI
1971
Glovista Investments
New Jersey
$208K – – –
APC
1972
Aspire Private Capital
North Carolina
$208K +$4.76K +120 +2%
HAS
1973
HBW Advisory Services
California
$208K +$213K +5,376 New
AI
1974
Accredited Investors
Minnesota
$207K -$90.2K -2,271 -30%
GAB
1975
German American Bancorp
Indiana
$207K – – –
77 78
79
80 81