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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2001
Trust Company
Kansas
$397K +$6.11K +132 +2%
TA
2002
TFG Advisers
Michigan
$396K +$34.7K +750 +9%
NS
2003
Newman & Schimel
Illinois
$394K +$36.8K +795 +10%
UCI
2004
Uncommon Cents Investing
Wisconsin
$393K +$31.3K +675 +8%
SWA
2005
SOA Wealth Advisors
New York
$391K +$37.8K +816 +10%
CC
2006
Capital Counsel
New York
$390K – – –
SFG
2007
StrategIQ Financial Group
Indiana
$390K +$28.1K +606 +8%
AC
2008
Apella Capital
Connecticut
$388K -$111K -2,400 -22%
VCAM
2009
Van Cleef Asset Management
Ohio
$387K – – –
RWP
2010
Ridgecrest Wealth Partners
California
$387K +$396K +8,550 New
KIC
2011
Keating Investment Counselors
Florida
$385K -$38.2K -825 -9%
SMG
2012
Smart Money Group
Texas
$385K +$1.39K +30 +0.4%
OFG
2013
Oxford Financial Group
Indiana
$385K +$3.47K +75 +0.9%
CWM
2014
CCG Wealth Management
California
$385K +$10.4K +225 +3%
CCC
2015
Chelsea Counsel Company
California
$384K – – –
BBA
2016
BLB&B Advisors
Pennsylvania
$383K -$64.9K -1,401 -14%
SWMG
2017
Signature Wealth Management Group
Georgia
$382K – – –
CRIG
2018
Charter Research & Investment Group
Connecticut
$381K – – –
GFP
2019
Gryphon Financial Partners
Ohio
$381K +$10.8K +234 +3%
WIA
2020
Westbourne Investment Advisors
Maryland
$380K -$99.4K -2,145 -20%
CBOR
2021
Community Bank of Raymore
Missouri
$379K – – –
KA
2022
Klingman & Associates
New York
$379K +$135K +2,925 +54%
BWAM
2023
Boyd Watterson Asset Management
Ohio
$378K -$4.31K -93 -1%
GTCM
2024
Gyon Technologies Capital Management
New Jersey
$377K -$505K -10,911 -57%
BWA
2025
Beam Wealth Advisors
Louisiana
$376K -$3.2K -69 -0.8%
79 80
81
82 83