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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SGWP
1976
Sun Group Wealth Partners
California
$2.04M -$203K -1,637 -8%
TW
1977
Tempo Wealth
Ohio
$2.04M +$214K +1,720 +11%
SCM
1978
Sirios Capital Management
Massachusetts
$2.04M -$494K -3,982 -18%
MW
1979
MBL Wealth
North Carolina
$2.04M -$120K -969 -5%
EFG
1980
Embree Financial Group
Illinois
$2.03M +$45.2K +364 +2%
ACM
1981
Accent Capital Management
Ohio
$2.03M -$396K -3,188 -15%
PPG
1982
Peak Planning Group
Colorado
$2.03M -$124 -1 -0%
BCA
1983
Bay Colony Advisors
Massachusetts
$2.03M -$105K -843 -5%
BP
1984
Baypointe Partners
Connecticut
$2.02M +$2.22M +17,857 New
KFAS
1985
Keating Financial Advisory Services
Kansas
$2.02M +$34.4K +277 +2%
SP
1986
SmartHarvest Portfolios
Washington
$2.02M +$151K +1,219 +7%
JF
1987
JSF Financial
California
$2.02M +$52.6K +424 +2%
RC
1988
Rexford Capital
Texas
$2.02M +$2.85K +23 +0.1%
LJAC
1989
L.J. Altfest & Co
New York
$2.02M +$29.8K +240 +1%
BEAM
1990
Baker Ellis Asset Management
Washington
$2.01M +$9.93K +80 +0.5%
AWM
1991
Arista Wealth Management
Nevada
$2.01M +$157K +1,261 +8%
DE
1992
Defiance ETFs
New York
$2.01M +$470K +3,788 +26%
IWM
1993
Iams Wealth Management
Nebraska
$2.01M +$335K +2,702 +18%
FWA
1994
Fulcrum Wealth Advisors
Washington
$2M +$1.44M +11,563 +191%
RP
1995
Rice Partnership
Hawaii
$2M – – –
SAM
1996
Silphium Asset Management
United Kingdom
$1.98M +$223K +1,800 +11%
MSA
1997
Marino Stram & Associates
Massachusetts
$1.98M -$6.95K -56 -0.3%
KA
1998
Klingman & Associates
New York
$1.98M +$99.1K +798 +5%
CFA
1999
Capstone Financial Advisors
Illinois
$1.97M +$24.2K +195 +1%
SCA
2000
Stokes Capital Advisors
South Carolina
$1.97M +$285K +2,295 +15%
78 79
80
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