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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1976
Sageworth Trust
Pennsylvania
$183K – – –
PO
1977
Private Ocean
California
$182K -$13K -339 -7%
PCM
1978
Prelude Capital Management
New York
$180K -$1.78M -46,356 -91%
FP
1979
Financial Perspectives
Minnesota
$179K – – –
AWM
1980
AllSquare Wealth Management
New York
$178K +$171K +4,455 +1,747%
FCM
1981
Firestone Capital Management
Florida
$177K – – –
MSFP
1982
Mark Sheptoff Financial Planning
Connecticut
$175K -$198K -5,157 -53%
TI
1983
tru Independence
Oregon
$173K – – –
PVH
1984
Psagot Value Holdings
Israel
$170K -$5.54K -144 -3%
1W
1985
1776 Wealth
Georgia
$167K +$11.9K +309 +8%
WPA
1986
West Paces Advisors
Georgia
$162K +$51.9K +1,350 +46%
ME
1987
McIlrath & Eck
Washington
$162K -$16.6K -432 -9%
AIM
1988
Arcadia Investment Management
Michigan
$160K +$33.5K +870 +26%
WAM
1989
Wolverine Asset Management
Illinois
$157K -$8.84M -229,890 -98%
APW
1990
Acima Private Wealth
Virginia
$156K – – –
BAM
1991
Barrett Asset Management
New York
$153K -$2.88K -75 -2%
CQS
1992
Credential Qtrade Securities
$152K +$51.9K +1,350 +51%
QT
1993
Quantbot Technologies
New York
$151K -$2.93M -76,188 -95%
BC
1994
Barnett & Company
Tennessee
$148K -$62.3K -1,620 -29%
EWP
1995
Engrave Wealth Partners
Texas
$144K – – –
HWA
1996
HHM Wealth Advisors
Tennessee
$139K +$141K +3,678 New
GWS
1997
Glassman Wealth Services
Virginia
$137K -$11.4K -297 -8%
WLPWM
1998
Walled Lake Planning & Wealth Management
Illinois
$137K +$15.2K +396 +12%
ICM
1999
Islay Capital Management
Texas
$131K -$20.3K -528 -13%
CAN
2000
Claraphi Advisory Network
United States
$129K +$131K +3,399 New
78 79
80
81 82