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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
2001
Foundation Resource Management
Arkansas
$402K -$71K -1,539 -13%
1WM
2002
1900 Wealth Management
Texas
$400K -$30.2K -654 -6%
CWM
2003
Castle Wealth Management
Florida
$400K +$455K +9,861 New
HPWM
2004
Highland Private Wealth Management
Washington
$398K -$44.4K -963 -9%
MC
2005
Middleton & Co
Massachusetts
$398K -$31.8K -690 -7%
CC
2006
Capital Counsel
New York
$398K – – –
UF
2007
Univest Financial
Pennsylvania
$397K -$19.4K -420 -4%
JFA
2008
JNBA Financial Advisors
Minnesota
$395K +$19.4K +420 +5%
PCM
2009
Penserra Capital Management
California
$392K -$44.7K -969 -9%
JLBC
2010
J.L. Bainbridge & Co
Florida
$392K -$13.1K -285 -3%
TWM
2011
Titus Wealth Management
California
$392K -$2.49K -54 -0.6%
ARG
2012
Advisory Resource Group
Oklahoma
$391K -$45.2K -981 -9%
PMA
2013
Prudent Man Advisors
Illinois
$391K -$3.04K -66 -0.7%
EWM
2014
Endurance Wealth Management
Rhode Island
$391K – – –
CB
2015
CNB Bank
Pennsylvania
$389K -$13.8K -300 -3%
AIM
2016
Alhambra Investment Management
Florida
$389K +$27K +585 +6%
BWA
2017
Burt Wealth Advisors
Maryland
$387K +$277 +6 +0.1%
MAM
2018
Mystic Asset Management
Rhode Island
$387K +$13.8K +300 +3%
OFG
2019
Oxford Financial Group
Indiana
$387K +$53.7K +1,164 +14%
SIAM
2020
Sterling Investment Advisors (Missouri)
Missouri
$386K +$1.52K +33 +0.3%
AW
2021
ACG Wealth
Georgia
$386K +$27.8K +603 +7%
AW
2022
Apricus Wealth
South Carolina
$384K -$268K -5,820 -38%
MCM
2023
McRae Capital Management
New Jersey
$383K – – –
CFD
2024
Creative Financial Designs
Indiana
$383K +$47.5K +1,029 +12%
TWM
2025
Tradition Wealth Management
Minnesota
$382K -$109K -2,370 -20%
79 80
81
82 83