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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
2001
TFC Financial Management
Massachusetts
$494K – – –
EIG
2002
Ellenbecker Investment Group
Wisconsin
$492K +$1.41K +30 +0.3%
CWS
2003
Cypress Wealth Services
California
$491K -$13.2K -282 -3%
SIC
2004
Samalin Investment Counsel
New York
$491K -$6.06K -129 -1%
CB
2005
CNB Bank
Pennsylvania
$491K +$6.34K +135 +1%
KCIA
2006
Kingsbury Capital Investment Advisors
Illinois
$491K +$464K +9,891 New
BS
2007
Bessemer Securities
New York
$490K – – –
PWAC
2008
Private Wealth Advisors (California)
California
$488K -$845 -18 -0.2%
CC
2009
Capital Counsel
New York
$488K – – –
KW
2010
KWB Wealth
California
$486K – – –
PD
2011
Planning Directions
Pennsylvania
$484K +$145K +3,093 +46%
VV
2012
Verity & Verity
South Carolina
$483K +$2.11K +45 +0.5%
BTIM
2013
BancFirst Trust & Investment Management
Oklahoma
$483K +$140K +2,976 +44%
PMA
2014
Prudent Man Advisors
Illinois
$482K -$18.3K -390 -4%
TWM
2015
Titus Wealth Management
California
$482K +$2.68K +57 +0.6%
WG
2016
Watchman Group
Texas
$482K +$53.2K +1,134 +13%
LJHT
2017
Laurie J. Hall Trustee
$481K – – –
CCMT
2018
CMT Capital Markets Trading
Germany
$481K +$455K +9,690 New
NP
2019
Ninepoint Partners
Ontario, Canada
$480K -$33.2K -708 -7%
EWM
2020
Endurance Wealth Management
Rhode Island
$480K -$17.6K -375 -4%
T
2021
TCWP
Ohio
$478K -$98.6K -2,100 -18%
EAM
2022
Empirical Asset Management
Massachusetts
$478K +$452K +9,633 New
SRC
2023
Shufro Rose & Co
New York
$476K -$62.3K -1,326 -12%
SIS
2024
Sound Income Strategies
Florida
$475K +$22.7K +483 +5%
MHR
2025
Matthew Hamilton Rosenberg
$475K +$41.7K +888 +10%
79 80
81
82 83