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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
NRA
2001
NSI Retail Advisors
Pennsylvania
$494K -$143K -3,000 -23%
FPTW
2002
Franklin, Parlapiano, Turner & Welch
Texas
$494K +$489K +10,233 New
SWM
2003
Silverlake Wealth Management
Vermont
$494K +$489K +10,233 New
WW
2004
Westshore Wealth
California
$492K -$28.6K -600 -6%
MAG
2005
Mayfair Advisory Group
Alabama
$491K -$3.44K -72 -0.7%
BBL
2006
Beck Bode LLC
Massachusetts
$491K -$2.15K -45 -0.4%
CWS
2007
Cypress Wealth Services
California
$491K +$21.5K +450 +5%
SFP
2008
Sweet Financial Partners
Minnesota
$491K +$486K +10,173 New
MC
2009
Matisse Capital
Oregon
$490K – – –
UBV
2010
United Bank (Virginia)
Virginia
$488K – – –
PMA
2011
Prudent Man Advisors
Illinois
$487K -$6.01K -126 -1%
KW
2012
KWB Wealth
California
$486K -$52.4K -1,098 -10%
CAM
2013
Columbia Asset Management
Michigan
$486K – – –
PCG
2014
Private Capital Group
Connecticut
$485K -$14.3K -300 -3%
IF
2015
Ironwood Financial
Arizona
$485K -$3.15K -66 -0.7%
EWM
2016
Endurance Wealth Management
Rhode Island
$484K +$22.9K +480 +5%
SIC
2017
Samalin Investment Counsel
New York
$483K -$3.58K -75 -0.7%
TFM
2018
TFC Financial Management
Massachusetts
$480K – – –
WPC
2019
Wedmont Private Capital
Pennsylvania
$480K +$472K +9,897 New
ST
2020
Sabal Trust
Florida
$477K -$104K -2,178 -18%
EIG
2021
Ellenbecker Investment Group
Wisconsin
$477K -$15.9K -333 -3%
KM
2022
Kalos Management
Georgia
$477K +$9.02K +189 +2%
BS
2023
Bessemer Securities
New York
$476K +$55.6K +1,164 +13%
ORC
2024
O'Rourke & Company
Massachusetts
$476K +$471K +9,864 New
PWAC
2025
Private Wealth Advisors (California)
California
$475K -$30.6K -642 -6%
79 80
81
82 83