We are live on ! Find out more
WMT icon

Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1951
Leisure Capital Management
California
$210K – – –
GAB
1952
German American Bancorp
Indiana
$210K +$12.1K +315 +6%
BL
1953
Balentine LLC
Georgia
$210K +$102K +2,661 +92%
ZF
1954
Zhang Financial
Michigan
$209K -$17.1K -444 -7%
AIFAIM
1955
American Institute for Advanced Investment Management
Arizona
$208K – – –
HCM
1956
HM Capital Management
Missouri
$208K – – –
ACA
1957
Affinity Capital Advisors
California
$207K -$68.7K -1,785 -27%
OAM
1958
Oberweis Asset Management
Illinois
$206K -$24.6K -639 -11%
CSPIA
1959
Cary Street Partners Investment Advisory
Virginia
$206K +$210K +5,460 New
PWP
1960
Personal Wealth Partners
Minnesota
$205K – – –
RCA
1961
Rowland Carmichael Advisors
Arizona
$205K +$4.85K +126 +2%
RWM
1962
Ritholtz Wealth Management
New York
$205K +$209K +5,421 New
EW
1963
Element Wealth
Mississippi
$203K -$19.5K -507 -9%
RIG
1964
Roosevelt Investment Group
New York
$202K -$17.7K -459 -8%
AI
1965
Accredited Investors
Minnesota
$202K +$3.81K +99 +2%
FIA
1966
Foundations Investment Advisors
Arizona
$202K +$204K +5,307 New
PPW
1967
Parcion Private Wealth
Washington
$202K +$205K +5,340 New
MWM
1968
Minot Wealth Management
Massachusetts
$201K +$1.62K +42 +0.8%
VI
1969
Versor Investments
New York
$200K +$203K +5,268 New
HCA
1970
Heck Capital Advisors
Wisconsin
$199K -$6.46K -168 -3%
SC
1971
Steph & Co
Wisconsin
$197K -$46.7K -1,215 -19%
VCM
1972
Vigilant Capital Management
Maine
$197K +$13.4K +348 +7%
NC
1973
NewSquare Capital
Pennsylvania
$197K +$140K +3,651 +235%
RWM
1974
Raffa Wealth Management
District of Columbia
$192K – – –
NSB
1975
Norway Savings Bank
Maine
$186K -$9.23K -240 -5%
77 78
79
80 81