We are live on ! Find out more
WMT icon

Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
1976
Colonial River Investments
Virginia
$610K -$110K -2,175 -16%
SSW
1977
Stone Summit Wealth
Florida
$610K – – –
AWM
1978
Affinity Wealth Management
Delaware
$607K +$24.8K +492 +4%
PSP
1979
Pacific Sage Partners
Washington
$604K +$454 +9 +0.1%
RPCONE
1980
Retirement Planning Company of New England
Rhode Island
$603K -$53.9K -1,068 -8%
SWM
1981
Sculati Wealth Management
Michigan
$602K -$43K -852 -7%
WMP
1982
Wealth Management Partners
Arizona
$602K +$96.7K +1,917 +20%
VCP
1983
Verus Capital Partners
Arizona
$601K +$71.9K +1,425 +14%
SAM
1984
S.A. Mason
Michigan
$601K – – –
SFP
1985
Sweet Financial Partners
Minnesota
$598K +$10.3K +204 +2%
MC
1986
Middleton & Co
Massachusetts
$596K +$106K +2,100 +23%
GC
1987
Grimes & Company
Massachusetts
$596K -$1.36K -27 -0.2%
AO
1988
Advisor OS
Illinois
$594K -$2.12K -42 -0.4%
TAM
1989
Titleist Asset Management
Texas
$591K +$2.72K +54 +0.5%
VPP
1990
Vertex Planning Partners
Illinois
$589K +$9.23K +183 +2%
PSCM
1991
Per Stirling Capital Management
Texas
$588K +$7.72K +153 +1%
PWS
1992
Private Wealth Strategies
Ohio
$587K -$62.8K -1,245 -10%
PVH
1993
Psagot Value Holdings
Israel
$586K -$98.4K -1,950 -15%
OWP
1994
Obermeyer Wealth Partners
Colorado
$585K +$167K +3,315 +42%
RHP
1995
Royal Harbor Partners
Texas
$585K – – –
AFS
1996
Annapolis Financial Services
Maryland
$584K +$605 +12 +0.1%
BFPW
1997
BOK Financial Private Wealth
Colorado
$583K -$199K -3,945 -26%
GGS
1998
Galvin Gaustad & Stein
Arizona
$583K +$11K +219 +2%
JCM
1999
Jag Capital Management
Missouri
$582K – – –
AFG
2000
ABLE Financial Group
Arizona
$582K -$17K -336 -3%
78 79
80
81 82