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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PVH
2001
Psagot Value Holdings
Israel
$184K -$31K -780 -14%
TI
2002
tru Independence
Oregon
$173K +$181K +4,569 New
APW
2003
Acima Private Wealth
Virginia
$163K – – –
BAM
2004
Barrett Asset Management
New York
$163K – – –
1W
2005
1776 Wealth
Georgia
$162K +$163K +4,104 New
TVWM
2006
Tower View Wealth Management
Wisconsin
$159K +$97.1K +2,445 +155%
ICM
2007
Islay Capital Management
Texas
$158K +$158K +3,978 New
GWS
2008
Glassman Wealth Services
Virginia
$155K +$3.69K +93 +2%
MWP
2009
Meridian Wealth Partners
Pennsylvania
$151K +$151K +3,804 New
EWP
2010
Engrave Wealth Partners
Texas
$151K +$152K +3,822 New
FIA
2011
FNY Investment Advisers
New York
$142K +$142K +3,585 New
HIM
2012
Hillsdale Investment Management
Ontario, Canada
$141K – – –
RG
2013
Retirement Group
California
$136K +$137K +3,441 New
AIM
2014
Arcadia Investment Management
Michigan
$133K +$38.1K +960 +40%
RA
2015
Rational Advisors
New York
$130K +$110K +2,769 +540%
CWAF
2016
Core Wealth Advisors (Florida)
Florida
$128K +$128K +3,225 New
WLPWM
2017
Walled Lake Planning & Wealth Management
Illinois
$128K +$128K +3,234 New
FGAM
2018
Financial Gravity Asset Management
Texas
$125K -$5.36K -135 -20%
HCM
2019
HMS Capital Management
Tennessee
$125K – – –
CAL
2020
Capital Advisors Ltd
Ohio
$125K +$47.7K +1,200 +61%
BWL
2021
Bogart Wealth LLC
Virginia
$124K +$13.7K +345 +12%
WPA
2022
West Paces Advisors
Georgia
$116K +$23.8K +600 +26%
BL
2023
Balentine LLC
Georgia
$115K +$82K +2,064 +249%
CMA
2024
Cedar Mountain Advisors
Oregon
$115K +$115K +2,892 New
AIM
2025
AIA Investment Management
Singapore
$110K +$15.7K +396 +17%
79 80
81
82 83