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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2001
Core Wealth Partners
California
$540K -$5.87M -123,585 -92%
MW
2002
MBL Wealth
North Carolina
$539K +$50.8K +1,071 +11%
GWI
2003
Grace & White Inc
New York
$538K +$520K +10,950 New
CRC
2004
Curi RMB Capital
Illinois
$538K -$25.9K -546 -5%
SAG
2005
Spotlight Asset Group
Illinois
$536K +$558K +11,748 New
GGS
2006
Galvin Gaustad & Stein
Arizona
$536K -$24.9K -525 -5%
OFG
2007
Oxford Financial Group
Indiana
$535K +$42.7K +900 +9%
SGCA
2008
Steel Grove Capital Advisors
Tennessee
$533K +$71.2K +1,500 +16%
PWA
2009
Physician Wealth Advisors
Utah
$532K +$285 +6 +0.1%
ORAM
2010
One River Asset Management
Connecticut
$532K +$13.5K +285 +3%
GAM
2011
Garrison Asset Management
Arkansas
$531K +$26.3K +555 +5%
SGC
2012
Slocum, Gordon & Co
Rhode Island
$530K – – –
WPA
2013
Winning Points Advisors
Florida
$530K +$14.2K +300 +3%
CS
2014
Crescent Sterling
Louisiana
$530K +$18.2K +384 +4%
AT
2015
Arden Trust
Delaware
$528K -$167K -3,525 -25%
ST
2016
Sabal Trust
Florida
$524K +$57K +1,200 +13%
PPP
2017
Private Portfolio Partners
New Jersey
$524K -$6.26K -132 -1%
HC
2018
Hamilton Capital
Ohio
$524K +$207K +4,368 +69%
UWPG
2019
Ullmann Wealth Partners Group
Florida
$523K +$19.4K +408 +4%
ERIM
2020
Eagle Ridge Investment Management
Connecticut
$523K – – –
MC
2021
Matisse Capital
Oregon
$522K – – –
WDL
2022
Well Done LLC
Michigan
$521K +$19.1K +402 +4%
OPTFSNA
2023
Old Point Trust & Financial Services N A
Virginia
$520K +$1.71K +36 +0.3%
FIM
2024
Freedom Investment Management
Connecticut
$520K -$143K -3,015 -22%
HFA
2025
High Falls Advisors
New York
$519K +$285 +6 +0.1%
79 80
81
82 83