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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PGF
2001
Plan Group Financial
Oklahoma
$1.97M -$584K -4,702 -21%
WP
2002
Wealthspan Partners
Iowa
$1.96M -$18.5K -149 -0.9%
FIC
2003
FCG Investment Company
Tennessee
$1.96M -$842K -6,786 -28%
WW
2004
Waterfront Wealth
Kansas
$1.96M +$138K +1,108 +7%
AAS
2005
Annex Advisory Services
Wisconsin
$1.96M -$30.3K -244 -1%
PFM
2006
Patton Fund Management
Texas
$1.96M -$1.08M -8,681 -33%
IPW
2007
Inlet Private Wealth
Florida
$1.96M – – –
CWM
2008
Connecticut Wealth Management
Connecticut
$1.96M -$5.83K -47 -0.3%
CWS
2009
Cypress Wealth Services
California
$1.96M +$67K +540 +3%
RWI
2010
Red Wave Investments
Pennsylvania
$1.95M +$13.7K +110 +0.6%
SSWM
2011
Sheets Smith Wealth Management
North Carolina
$1.95M -$3.6K -29 -0.2%
JSC
2012
Jackson Square Capital
California
$1.95M -$13.7K -110 -0.6%
CCA
2013
Catalyst Capital Advisors
New York
$1.95M -$57.1K -460 -3%
HWA
2014
HHM Wealth Advisors
Tennessee
$1.95M +$30.2K +243 +1%
AA
2015
Alta Advisers
United Kingdom
$1.95M – – –
MF
2016
Manchester Financial
California
$1.95M +$2.14M +17,208 New
SCM
2017
Spreng Capital Management
Ohio
$1.95M -$21.7K -175 -1%
FHB
2018
First Hawaiian Bank
Hawaii
$1.95M – – –
NWAG
2019
Net Worth Advisory Group
Utah
$1.94M -$132K -1,061 -6%
CFM
2020
Compass Financial Management
Florida
$1.94M +$2.15M +17,336 New
SG
2021
Somerset Group
Minnesota
$1.94M +$26.1K +210 +1%
VAM
2022
Virtue Asset Management
Illinois
$1.94M -$17.9K -144 -0.8%
WMP
2023
Wealth Management Partners
Arizona
$1.93M +$45.8K +369 +2%
GCM
2024
Geneva Capital Management
Wisconsin
$1.93M -$308K -2,484 -13%
IPW
2025
Impact Partnership Wealth
Georgia
$1.93M -$1.83M -14,701 -46%
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