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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1976
BSW Wealth Partners
Colorado
$207K +$1.67K +42 +0.8%
LI
1977
LVZ Inc
Michigan
$207K +$208K +5,226 New
NAM
1978
NorthCoast Asset Management
Connecticut
$207K +$208K +5,229 New
MCM
1979
Maple Capital Management
Vermont
$207K +$208K +5,232 New
CCM
1980
Cadence Capital Management
Massachusetts
$206K -$16.7K -420 -7%
VBFG
1981
Vishria Bird Financial Group
Tennessee
$206K – – –
BONST
1982
Bank of Nova Scotia Trust
Ontario, Canada
$205K -$6.79K -171 -3%
FSA
1983
Financial Sense Advisors
California
$205K -$5.96K -150 -3%
PO
1984
Private Ocean
California
$205K +$29.8K +750 +17%
PWM
1985
Perigon Wealth Management
California
$204K -$6.2K -156 -3%
NSB
1986
Norway Savings Bank
Maine
$204K – – –
HAIM
1987
Hunter Associates Investment Management
Pennsylvania
$204K +$204K +5,139 New
MWM
1988
Minot Wealth Management
Massachusetts
$204K +$209K +5,271 New
SW
1989
SkyOak Wealth
Michigan
$203K +$204K +5,130 New
ST
1990
Sabal Trust
Florida
$202K -$38.8K -978 -16%
SIM
1991
Spark Investment Management
New York
$202K -$35.7K -900 -15%
ACM
1992
Armbruster Capital Management
New York
$202K – – –
FSG
1993
Financial Strategies Group
Michigan
$202K +$202K +5,097 New
RPSA
1994
Richard P. Slaughter Associates
Texas
$202K +$203K +5,106 New
CCFM
1995
Clear Creek Financial Management
Washington
$202K +$207K +5,217 New
IIC
1996
Integrated Investment Consultants
Michigan
$201K -$56.7K -1,428 -22%
RWM
1997
Raffa Wealth Management
District of Columbia
$200K – – –
RIG
1998
Renaissance Investment Group
Massachusetts
$200K – – –
NIT
1999
NumerixS Investment Technologies
British Columbia, Canada
$196K +$197K +4,950 New
ACM
2000
AUA Capital Management
Pennsylvania
$194K – – –