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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
2001
Financial Sense Advisors
California
$221K +$228K +5,547 New
ZF
2002
Zhang Financial
Michigan
$220K +$370 +9 +0.2%
GD
2003
Grandfield & Dodd
New York
$220K +$226K +5,484 New
SCA
2004
STALEY CAPITAL ADVISERS
Pennsylvania
$220K +$226K +5,499 New
AAM
2005
Augustine Asset Management
Florida
$219K -$10.1K -246 -4%
HCM
2006
HM Capital Management
Missouri
$219K – – –
NC
2007
NewSquare Capital
Pennsylvania
$219K +$11.7K +285 +5%
SFM
2008
Signet Financial Management
New Jersey
$218K -$1.53M -37,164 -88%
BL
2009
Balentine LLC
Georgia
$217K -$5.31K -129 -2%
PWP
2010
Personal Wealth Partners
Minnesota
$216K – – –
RCA
2011
Rowland Carmichael Advisors
Arizona
$216K +$123 +3 +0.1%
PPW
2012
Parcion Private Wealth
Washington
$216K +$4.44K +108 +2%
NFG
2013
Nadler Financial Group
Illinois
$216K +$223K +5,412 New
CPC
2014
Congress Park Capital
New York
$216K +$223K +5,415 New
OAM
2015
Oberweis Asset Management
Illinois
$215K -$2.22K -54 -1%
MWM
2016
Minot Wealth Management
Massachusetts
$214K +$2.35K +57 +1%
AI
2017
Accredited Investors
Minnesota
$213K – – –
FCCM
2018
First City Capital Management
Georgia
$213K +$220K +5,346 New
BWAM
2019
Boyd Watterson Asset Management
Ohio
$212K -$24.7K -600 -10%
MLFP
2020
MPS Loria Financial Planners
Illinois
$212K +$218K +5,310 New
CG
2021
Corundum Group
Colorado
$211K -$31.3K -762 -13%
DI
2022
DFPG Investments
Utah
$211K -$10.2K -249 -5%
DTC
2023
Davidson Trust Company
Washington
$211K +$219K +5,322 New
APW
2024
Aurora Private Wealth
New Jersey
$210K -$186K -4,512 -46%
IMOV
2025
Investment Management of Virginia
Virginia
$210K +$216K +5,250 New
79 80
81
82 83