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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
ST
1976
Sabal Trust
Florida
$519K +$26.8K +570 +6%
BFG
1977
Barber Financial Group
Kansas
$518K -$8.87K -189 -2%
GRQ
1978
Gardner Russo & Quinn
Pennsylvania
$518K
LWA
1979
Lenox Wealth Advisors
New York
$517K -$41.5K -885 -8%
PWS
1980
Peterson Wealth Services
Utah
$515K +$119K +2,535 +32%
HBCM
1981
Heron Bay Capital Management
Michigan
$514K -$141 -3 -0%
KCM
1982
Kathmere Capital Management
Pennsylvania
$514K +$486K +10,359 New
SWM
1983
Silverlake Wealth Management
Vermont
$513K +$4.93K +105 +1%
AT
1984
American Trust
Kentucky
$512K
BCM
1985
BTR Capital Management
California
$511K
FWM
1986
Fairhaven Wealth Management
Illinois
$510K +$142K +3,018 +42%
NRA
1987
NSI Retail Advisors
Pennsylvania
$508K
UF
1988
Univest Financial
Pennsylvania
$507K -$24.8K -528 -5%
ACM
1989
AUA Capital Management
Pennsylvania
$507K +$56.3K +1,200 +13%
CCM
1990
CTC Capital Management
Illinois
$506K +$479K +10,200 New
RSVP
1991
Ramsay Stattman Vela & Price
Colorado
$502K -$7.04K -150 -1%
TCWM
1992
Total Clarity Wealth Management
Illinois
$502K +$50.7K +1,080 +12%
DOA
1993
D'Orazio & Associates
Virginia
$501K +$43.7K +930 +10%
HI
1994
Humankind Investments
New York
$497K +$30.3K +645 +7%
NEWAS
1995
N.E.W. Advisory Services
Wisconsin
$496K -$5.77K -123 -1%
IF
1996
Ironwood Financial
Arizona
$496K -$2.82K -60 -0.6%
CG
1997
Corundum Group
Colorado
$496K +$25.1K +534 +6%
IAMOG
1998
Investors Asset Management of Georgia
Georgia
$494K -$28.2K -600 -6%
JLBC
1999
J.L. Bainbridge & Co
Florida
$494K -$19.6K -417 -4%
PCG
2000
Private Capital Group
Connecticut
$494K -$4.22K -90 -0.9%