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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
2001
Pinnacle Bancorp
Nebraska
$428K -$17.9K -369 -4%
PFA
2002
Pettinga Financial Advisors
Indiana
$428K +$15.4K +318 +4%
MHR
2003
Matthew Hamilton Rosenberg
$427K +$21.1K +435 +5%
BWA
2004
Burt Wealth Advisors
Maryland
$426K – – –
PCMK
2005
Paragon Capital Management (Kansas)
Kansas
$426K – – –
FQ
2006
First Quadrant
California
$425K -$95.1K -1,959 -18%
SIC
2007
Samalin Investment Counsel
New York
$425K -$728 -15 -0.2%
JFA
2008
JNBA Financial Advisors
Minnesota
$424K -$24.3K -501 -5%
HSWM
2009
Hubbell Strickland Wealth Management
Louisiana
$423K – – –
LF
2010
Lantz Financial
Illinois
$423K – – –
CMO
2011
Covenant Multifamily Offices
Texas
$422K +$93.8K +1,932 +28%
COF
2012
Capital One Financial
Virginia
$417K -$204K -4,200 -33%
TC
2013
Trust Company
Kansas
$415K -$208K -4,287 -33%
LC
2014
LCNB Corp
Ohio
$415K +$1.6K +33 +0.4%
CC
2015
Capital Counsel
New York
$414K – – –
AIA
2016
Armor Investment Advisors
North Carolina
$414K +$418K +8,610 New
CF
2017
Corrigan Financial
Rhode Island
$412K – – –
VCAM
2018
Van Cleef Asset Management
Ohio
$411K – – –
CCFM
2019
Clear Creek Financial Management
Washington
$411K +$415K +8,550 New
SFP
2020
Sandbox Financial Partners
Maryland
$409K +$413K +8,502 New
SMG
2021
Smart Money Group
Texas
$407K -$71.1K -1,464 -15%
FNBSF
2022
First National Bank Sioux Falls
South Dakota
$407K -$14.6K -300 -3%
CCC
2023
Chelsea Counsel Company
California
$407K +$58.3K +1,200 +16%
CWC
2024
Carolinas Wealth Consulting
North Carolina
$407K +$165K +3,390 +67%
UF
2025
Univest Financial
Pennsylvania
$406K -$62.4K -1,284 -13%
79 80
81
82 83