We are live on ! Find out more
WMT icon

Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2001
Vigilant Capital Management
Maine
$193K -$3.81K -96 -2%
ST
2002
Sageworth Trust
Pennsylvania
$192K -$161K -4,062 -46%
SWA
2003
Sutton Wealth Advisors
Florida
$190K +$1.19K +30 +0.6%
FP
2004
Financial Perspectives
Minnesota
$187K +$188K +4,728 New
ME
2005
McIlrath & Eck
Washington
$187K +$70.3K +1,770 +60%
FCM
2006
Firestone Capital Management
Florida
$186K +$186K +4,686 New
NIM
2007
NuWave Investment Management
New Jersey
$184K -$219K -5,508 -54%
PVH
2008
Psagot Value Holdings
Israel
$184K -$31K -780 -14%
TI
2009
tru Independence
Oregon
$173K +$181K +4,569 New
APW
2010
Acima Private Wealth
Virginia
$163K – – –
BAM
2011
Barrett Asset Management
New York
$163K – – –
1W
2012
1776 Wealth
Georgia
$162K +$163K +4,104 New
TVWM
2013
Tower View Wealth Management
Wisconsin
$159K +$97.1K +2,445 +155%
ICM
2014
Islay Capital Management
Texas
$158K +$158K +3,978 New
GWS
2015
Glassman Wealth Services
Virginia
$155K +$3.69K +93 +2%
MWP
2016
Meridian Wealth Partners
Pennsylvania
$151K +$151K +3,804 New
EWP
2017
Engrave Wealth Partners
Texas
$151K +$152K +3,822 New
FIA
2018
FNY Investment Advisers
New York
$142K +$142K +3,585 New
HIM
2019
Hillsdale Investment Management
Ontario, Canada
$141K – – –
RG
2020
Retirement Group
California
$136K +$137K +3,441 New
AIM
2021
Arcadia Investment Management
Michigan
$133K +$38.1K +960 +40%
RA
2022
Rational Advisors
New York
$130K +$110K +2,769 +540%
CWAF
2023
Core Wealth Advisors (Florida)
Florida
$128K +$128K +3,225 New
WLPWM
2024
Walled Lake Planning & Wealth Management
Illinois
$128K +$128K +3,234 New
FGAM
2025
Financial Gravity Asset Management
Texas
$125K -$5.36K -135 -20%
79 80
81
82 83