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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
2001
Old Point Trust & Financial Services N A
Virginia
$498K – – –
FC
2002
Forte Capital
New York
$498K -$9.69K -204 -2%
WI
2003
WrapManager Inc
California
$497K +$51.4K +1,083 +11%
MAG
2004
Mayfair Advisory Group
Alabama
$497K -$13.1K -276 -3%
PCM
2005
Pinnbrook Capital Management
New York
$497K +$499K +10,506 New
AA
2006
Alta Advisers
United Kingdom
$496K – – –
CWM
2007
Castle Wealth Management
Florida
$495K -$82.8K -1,743 -14%
WPA
2008
Winning Points Advisors
Florida
$495K – – –
HAIM
2009
Hunter Associates Investment Management
Pennsylvania
$495K +$7.12K +150 +1%
BPC
2010
Banque Pictet & Cie
Switzerland
$495K – – –
BB
2011
Bell Bank
North Dakota
$494K – – –
GRQ
2012
Gardner Russo & Quinn
Pennsylvania
$493K – – –
BFG
2013
Barber Financial Group
Kansas
$493K -$7.12K -150 -1%
CS
2014
Crescent Sterling
Louisiana
$491K +$494K +10,392 New
BFA
2015
Buttonwood Financial Advisors
Maryland
$490K -$4.27K -90 -0.9%
SWP
2016
Semus Wealth Partners
Florida
$488K +$490K +10,323 New
CC
2017
Capital Counsel
New York
$485K +$20.5K +432 +4%
GAM
2018
Garrison Asset Management
Arkansas
$484K -$10.3K -216 -2%
NRA
2019
NSI Retail Advisors
Pennsylvania
$484K – – –
UWPG
2020
Ullmann Wealth Partners Group
Florida
$484K +$34.5K +726 +8%
MCCA
2021
Mill Creek Capital Advisors
Pennsylvania
$484K +$486K +10,236 New
WDL
2022
Well Done LLC
Michigan
$482K +$142 +3 +0%
CMANY
2023
Capital Management Associates (New York)
New York
$482K +$484K +10,200 New
MIM
2024
Meixler Investment Management
Arizona
$481K -$28.1K -591 -5%
KLI
2025
Kelman-Lazarov Inc
Tennessee
$477K -$31.8K -669 -6%
79 80
81
82 83