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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
2001
1900 Wealth Management
Texas
$400K -$30.2K -654 -6%
CWM
2002
Castle Wealth Management
Florida
$400K +$455K +9,861 New
HPWM
2003
Highland Private Wealth Management
Washington
$398K -$44.4K -963 -9%
MC
2004
Middleton & Co
Massachusetts
$398K -$31.8K -690 -7%
CC
2005
Capital Counsel
New York
$398K – – –
UF
2006
Univest Financial
Pennsylvania
$397K -$19.4K -420 -4%
JFA
2007
JNBA Financial Advisors
Minnesota
$395K +$19.4K +420 +5%
PCM
2008
Penserra Capital Management
California
$392K -$44.7K -969 -9%
JLBC
2009
J.L. Bainbridge & Co
Florida
$392K -$13.1K -285 -3%
TWM
2010
Titus Wealth Management
California
$392K -$2.49K -54 -0.6%
ARG
2011
Advisory Resource Group
Oklahoma
$391K -$45.2K -981 -9%
PMA
2012
Prudent Man Advisors
Illinois
$391K -$3.04K -66 -0.7%
EWM
2013
Endurance Wealth Management
Rhode Island
$391K – – –
CB
2014
CNB Bank
Pennsylvania
$389K -$13.8K -300 -3%
AIM
2015
Alhambra Investment Management
Florida
$389K +$27K +585 +6%
BWA
2016
Burt Wealth Advisors
Maryland
$387K +$277 +6 +0.1%
MAM
2017
Mystic Asset Management
Rhode Island
$387K +$13.8K +300 +3%
OFG
2018
Oxford Financial Group
Indiana
$387K +$53.7K +1,164 +14%
SIAM
2019
Sterling Investment Advisors (Missouri)
Missouri
$386K +$1.52K +33 +0.3%
AW
2020
ACG Wealth
Georgia
$386K +$27.8K +603 +7%
AW
2021
Apricus Wealth
South Carolina
$384K -$268K -5,820 -38%
MCM
2022
McRae Capital Management
New Jersey
$383K – – –
CFD
2023
Creative Financial Designs
Indiana
$383K +$47.5K +1,029 +12%
TWM
2024
Tradition Wealth Management
Minnesota
$382K -$109K -2,370 -20%
WDL
2025
Well Done LLC
Michigan
$382K +$2.77K +60 +0.6%
79 80
81
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