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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFAS
1951
Hummer Financial Advisory Services
Illinois
$246K – – –
SIC
1952
Schwartz Investment Counsel
Michigan
$246K – – –
WCWM
1953
Willow Creek Wealth Management
California
$245K – – –
BCWM
1954
Blue Chip Wealth Management
Florida
$245K +$20.6K +501 +9%
EW
1955
Element Wealth
Mississippi
$245K +$32K +777 +14%
CWM
1956
CCG Wealth Management
California
$244K -$24.9K -606 -9%
MGAM
1957
McGowan Group Asset Management
Texas
$244K +$987 +24 +0.4%
HIM
1958
HawsGoodwin Investment Management
Tennessee
$243K – – –
MAM
1959
Magellan Asset Management
Australia
$242K -$203K -4,926 -45%
ACM
1960
Armbruster Capital Management
New York
$242K +$249K +6,060 New
NWM
1961
Northwest Wealth Management
Iowa
$241K -$7.16K -174 -3%
OWP
1962
Obermeyer Wealth Partners
Colorado
$241K +$12.5K +303 +5%
CA
1963
Centerpoint Advisors
Massachusetts
$240K -$247K -6,000 -50%
BIM
1964
Baldwin Investment Management
Pennsylvania
$240K – – –
CWM
1965
Concentric Wealth Management
California
$240K – – –
RVPG
1966
Relative Value Partners Group
$240K – – –
SCI
1967
S&CO Inc
Massachusetts
$240K – – –
VST
1968
Van Strum & Towne
California
$240K – – –
OC
1969
Oppenheimer & Close
New York
$239K – – –
CSPIA
1970
Cary Street Partners Investment Advisory
Virginia
$239K +$22.2K +540 +10%
PVH
1971
Psagot Value Holdings
Israel
$239K +$61.5K +1,494 +33%
CCFM
1972
Clear Creek Financial Management
Washington
$237K +$29K +705 +13%
SWA
1973
Sutton Wealth Advisors
Florida
$236K +$7.77K +189 +3%
DWM
1974
Darwin Wealth Management
Florida
$236K -$3.14M -76,374 -93%
SW
1975
StrongBox Wealth
Missouri
$236K -$9.87K -240 -4%
77 78
79
80 81