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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
FSA
1976
Financial Sense Advisors
California
$205K -$5.96K -150 -3%
PO
1977
Private Ocean
California
$205K +$29.8K +750 +17%
PWM
1978
Perigon Wealth Management
California
$204K -$6.2K -156 -3%
NSB
1979
Norway Savings Bank
Maine
$204K
HAIM
1980
Hunter Associates Investment Management
Pennsylvania
$204K +$204K +5,139 New
MWM
1981
Minot Wealth Management
Massachusetts
$204K +$209K +5,271 New
SW
1982
SkyOak Wealth
Michigan
$203K +$204K +5,130 New
ST
1983
Sabal Trust
Florida
$202K -$38.8K -978 -16%
SIM
1984
Spark Investment Management
New York
$202K -$35.7K -900 -15%
ACM
1985
Armbruster Capital Management
New York
$202K
FSG
1986
Financial Strategies Group
Michigan
$202K +$202K +5,097 New
RPSA
1987
Richard P. Slaughter Associates
Texas
$202K +$203K +5,106 New
CCFM
1988
Clear Creek Financial Management
Washington
$202K +$207K +5,217 New
IIC
1989
Integrated Investment Consultants
Michigan
$201K -$56.7K -1,428 -22%
RWM
1990
Raffa Wealth Management
District of Columbia
$200K
RIG
1991
Renaissance Investment Group
Massachusetts
$200K
NIT
1992
NumerixS Investment Technologies
British Columbia, Canada
$196K +$197K +4,950 New
ACM
1993
AUA Capital Management
Pennsylvania
$194K
VCM
1994
Vigilant Capital Management
Maine
$193K -$3.81K -96 -2%
ST
1995
Sageworth Trust
Pennsylvania
$192K -$161K -4,062 -46%
SWA
1996
Sutton Wealth Advisors
Florida
$190K +$1.19K +30 +0.6%
FP
1997
Financial Perspectives
Minnesota
$187K +$188K +4,728 New
ME
1998
McIlrath & Eck
Washington
$187K +$70.3K +1,770 +60%
FCM
1999
Firestone Capital Management
Florida
$186K +$186K +4,686 New
NIM
2000
NuWave Investment Management
New Jersey
$184K -$219K -5,508 -54%