We are live on ! Find out more
WMT icon

Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
1976
Total Clarity Wealth Management
Illinois
$418K +$9.82K +213 +2%
AA
1977
Aire Advisors
California
$418K +$148K +3,204 +45%
BCM
1978
BTR Capital Management
California
$417K – – –
SIAG
1979
Safeguard Investment Advisory Group
California
$417K – – –
FWM
1980
Fairhaven Wealth Management
Illinois
$417K +$830 +18 +0.2%
HAIM
1981
Hunter Associates Investment Management
Pennsylvania
$417K +$476K +10,326 New
ORC
1982
O'Rourke & Company
Massachusetts
$416K -$10.8K -234 -2%
SIG
1983
Spinnaker Investment Group
California
$415K -$27.4K -594 -5%
NRA
1984
NSI Retail Advisors
Pennsylvania
$415K – – –
ACM
1985
AUA Capital Management
Pennsylvania
$414K – – –
PD
1986
Planning Directions
Pennsylvania
$414K +$21.6K +468 +5%
NP
1987
Ninepoint Partners
Ontario, Canada
$411K +$21.9K +474 +5%
VV
1988
Verity & Verity
South Carolina
$410K +$18.3K +396 +4%
BFG
1989
Barber Financial Group
Kansas
$409K -$16K -348 -3%
CG
1990
Corundum Group
Colorado
$408K +$3.18K +69 +0.7%
RSVP
1991
Ramsay Stattman Vela & Price
Colorado
$407K -$4.15K -90 -0.9%
GFP
1992
Gryphon Financial Partners
Ohio
$407K +$37.8K +819 +9%
MHR
1993
Matthew Hamilton Rosenberg
$406K +$17.2K +372 +4%
SIS
1994
Sound Income Strategies
Florida
$406K +$20.5K +444 +5%
B
1995
Barings
North Carolina
$405K -$386K -8,373 -46%
CRCM
1996
Corbett Road Capital Management
Virginia
$405K -$146K -3,171 -24%
IF
1997
Ironwood Financial
Arizona
$405K +$277 +6 +0.1%
EFG
1998
Everhart Financial Group
Ohio
$404K -$139K -3,021 -23%
DOA
1999
D'Orazio & Associates
Virginia
$404K -$5.81K -126 -1%
IAMOG
2000
Investors Asset Management of Georgia
Georgia
$403K – – –