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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1976
Paradigm Financial Advisors
Missouri
$420K – – –
MHR
1977
Matthew Hamilton Rosenberg
$419K -$6.29K -135 -1%
PB
1978
Pinnacle Bancorp
Nebraska
$419K – – –
APA
1979
Allegiant Private Advisors
Florida
$418K -$62.7K -1,347 -13%
CAM
1980
Congress Asset Management
Massachusetts
$417K -$125K -2,694 -23%
PP
1981
Patron Partners
Texas
$417K +$34.5K +741 +9%
MCM
1982
McRae Capital Management
New Jersey
$416K +$140K +3,000 +51%
LF
1983
Lantz Financial
Illinois
$414K – – –
EFG
1984
Everhart Financial Group
Ohio
$414K +$156K +3,348 +61%
WA
1985
WealthTrust Axiom
Pennsylvania
$412K -$55.1K -1,182 -12%
GF
1986
Gries Financial
Ohio
$412K – – –
TA
1987
TFG Advisers
Michigan
$412K +$1.54K +33 +0.4%
SWA
1988
SOA Wealth Advisors
New York
$412K +$6.43K +138 +2%
NS
1989
Newman & Schimel
Illinois
$411K +$1.54K +33 +0.4%
BWA
1990
Beam Wealth Advisors
Louisiana
$411K +$20.4K +438 +5%
PFA
1991
Pettinga Financial Advisors
Indiana
$410K -$14.4K -309 -3%
RWP
1992
Ridgecrest Wealth Partners
California
$409K +$6.57K +141 +2%
BA
1993
Bridgewater Advisors
New York
$408K +$100K +2,148 +33%
JIP
1994
JBJ Investment Partners
South Carolina
$407K -$181K -3,885 -31%
CC
1995
Capital Counsel
New York
$405K – – –
CWP
1996
Concord Wealth Partners
Virginia
$403K +$73.4K +1,575 +22%
COF
1997
Capital One Financial
Virginia
$402K -$11.6K -249 -3%
VCAM
1998
Van Cleef Asset Management
Ohio
$402K – – –
SIS
1999
Sound Income Strategies
Florida
$400K -$72.5K -1,557 -15%
CCC
2000
Chelsea Counsel Company
California
$399K – – –