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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
2001
Signature Wealth Management Group
Georgia
$392K – – –
SFG
2002
StrategIQ Financial Group
Indiana
$392K +$7.66K +159 +2%
GPA
2003
Garrison Point Advisors
California
$392K +$10.1K +210 +3%
BBA
2004
BLB&B Advisors
Pennsylvania
$392K +$29.6K +615 +8%
CRIG
2005
Charter Research & Investment Group
Connecticut
$391K – – –
LCM
2006
Landscape Capital Management
New Jersey
$390K -$1.28M -26,646 -76%
FFG
2007
Fortem Financial Group
California
$390K -$141K -2,919 -26%
SMG
2008
Smart Money Group
Texas
$389K +$723 +15 +0.2%
NSAM
2009
North Star Asset Management
Wisconsin
$389K +$91.5K +1,899 +29%
PAM
2010
Private Asset Management
California
$386K -$7.23K -150 -2%
FBB
2011
Fulton Breakefield Broenniman
Maryland
$385K +$57.8K +1,200 +17%
CCM
2012
Crabel Capital Management
California
$385K +$400K +8,295 New
CC
2013
Corsicana & Co
Texas
$384K – – –
AFAS
2014
Acorn Financial Advisory Services
Virginia
$382K -$139K -2,877 -26%
OFG
2015
Oxford Financial Group
Indiana
$382K -$9.68K -201 -2%
CWM
2016
CCG Wealth Management
California
$382K – – –
FFIC
2017
First Fiduciary Investment Counsel
Ohio
$381K – – –
NF
2018
Nikulski Financial
Iowa
$381K +$75.2K +1,560 +23%
SHWM
2019
Silicon Hills Wealth Management
Texas
$381K +$395K +8,202 New
CIC
2020
Chilton Investment Company
Connecticut
$379K -$4.63K -96 -1%
CG
2021
Clarus Group
Texas
$379K +$145 +3 +0%
KOMWMG
2022
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$378K -$332K -6,894 -46%
BWP
2023
BSW Wealth Partners
Colorado
$378K -$1.73K -36 -0.4%
BWAM
2024
Boyd Watterson Asset Management
Ohio
$377K -$14.5K -300 -4%
GAM
2025
Gemmer Asset Management
California
$377K +$289 +6 +0.1%
79 80
81
82 83