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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1976
Spinnaker Investment Group
California
$514K +$511K +10,710 New
KIG
1977
Kowal Investment Group
Wisconsin
$513K +$54.3K +1,137 +12%
BFG
1978
Barber Financial Group
Kansas
$512K -$88.5K -1,854 -15%
AO
1979
Advisor OS
Illinois
$512K +$33.2K +696 +7%
SWMG
1980
Signature Wealth Management Group
Georgia
$512K +$104K +2,181 +26%
RPG
1981
Resource Planning Group
Georgia
$511K -$43.7K -915 -8%
ZB
1982
Zions Bancorporation
Utah
$510K -$2.44K -51 -0.5%
1WM
1983
1900 Wealth Management
Texas
$508K
GAM
1984
Garrison Asset Management
Arkansas
$508K
IAMOG
1985
Investors Asset Management of Georgia
Georgia
$508K +$27.2K +570 +6%
PPP
1986
Private Portfolio Partners
New Jersey
$508K -$2.29K -48 -0.5%
CPA
1987
Court Place Advisors
Maryland
$505K -$75.9K -1,590 -13%
GRQ
1988
Gardner Russo & Quinn
Pennsylvania
$504K -$143K -3,000 -22%
SDWMA
1989
Schneider Downs Wealth Management Advisors
Pennsylvania
$504K -$4.3K -90 -0.9%
AIA
1990
Angeles Investment Advisors
California
$503K +$45.8K +960 +10%
JLBC
1991
J.L. Bainbridge & Co
Florida
$501K -$3.87K -81 -0.8%
PWA
1992
Physician Wealth Advisors
Utah
$501K +$286 +6 +0.1%
NP
1993
Ninepoint Partners
Ontario, Canada
$500K +$20.3K +426 +4%
HBCM
1994
Heron Bay Capital Management
Michigan
$499K -$13.9K -291 -3%
AT
1995
American Trust
Kentucky
$497K +$492K +10,308 New
BCM
1996
BTR Capital Management
California
$496K -$64.4K -1,350 -12%
KPWG
1997
KFA Private Wealth Group
Virginia
$496K +$28.5K +597 +6%
HPWM
1998
Highland Private Wealth Management
Washington
$496K +$41.4K +867 +9%
ARG
1999
Advisory Resource Group
Oklahoma
$495K -$77.9K -1,632 -13%
RSVP
2000
Ramsay Stattman Vela & Price
Colorado
$495K