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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2001
Arista Wealth Management
Nevada
$2.01M +$157K +1,261 +8%
DE
2002
Defiance ETFs
New York
$2.01M +$470K +3,788 +26%
IWM
2003
Iams Wealth Management
Nebraska
$2.01M +$335K +2,702 +18%
FWA
2004
Fulcrum Wealth Advisors
Washington
$2M +$1.44M +11,563 +191%
RP
2005
Rice Partnership
Hawaii
$2M – – –
SAM
2006
Silphium Asset Management
United Kingdom
$1.98M +$223K +1,800 +11%
MSA
2007
Marino Stram & Associates
Massachusetts
$1.98M -$6.95K -56 -0.3%
KA
2008
Klingman & Associates
New York
$1.98M +$99.1K +798 +5%
CFA
2009
Capstone Financial Advisors
Illinois
$1.97M +$24.2K +195 +1%
BFA
2010
Brown Financial Advisors
Ohio
$1.97M -$68K -548 -3%
SCA
2011
Stokes Capital Advisors
South Carolina
$1.97M +$285K +2,295 +15%
PGF
2012
Plan Group Financial
Oklahoma
$1.97M -$584K -4,702 -21%
WP
2013
Wealthspan Partners
Iowa
$1.96M -$18.5K -149 -0.9%
FIC
2014
FCG Investment Company
Tennessee
$1.96M -$842K -6,786 -28%
WW
2015
Waterfront Wealth
Kansas
$1.96M +$138K +1,108 +7%
AAS
2016
Annex Advisory Services
Wisconsin
$1.96M -$30.3K -244 -1%
PFM
2017
Patton Fund Management
Texas
$1.96M -$1.08M -8,681 -33%
IPW
2018
Inlet Private Wealth
Florida
$1.96M – – –
CWM
2019
Connecticut Wealth Management
Connecticut
$1.96M -$5.83K -47 -0.3%
CWS
2020
Cypress Wealth Services
California
$1.96M +$67K +540 +3%
RWI
2021
Red Wave Investments
Pennsylvania
$1.95M +$13.7K +110 +0.6%
SSWM
2022
Sheets Smith Wealth Management
North Carolina
$1.95M -$3.6K -29 -0.2%
JSC
2023
Jackson Square Capital
California
$1.95M -$13.7K -110 -0.6%
CCA
2024
Catalyst Capital Advisors
New York
$1.95M -$57.1K -460 -3%
HWA
2025
HHM Wealth Advisors
Tennessee
$1.95M +$30.2K +243 +1%
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