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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
2001
Beta Wealth Group
California
$582K +$90.8K +1,800 +19%
CWS
2002
Cypress Wealth Services
California
$581K +$2.27K +45 +0.4%
WF
2003
Wayfinding Financial
Washington
$578K +$51.6K +1,023 +10%
FFG
2004
Fortem Financial Group
California
$578K +$556K +11,028 New
JWM
2005
Janiczek Wealth Management
Colorado
$576K +$54K +1,071 +11%
AT
2006
American Trust
Kentucky
$576K – – –
FFC
2007
First Financial Corp
Indiana
$576K -$1.51K -30 -0.3%
CWP
2008
Core Wealth Partners
California
$576K – – –
FSA
2009
Fort Sheridan Advisors
Illinois
$575K +$73.4K +1,455 +15%
PI
2010
PFS Investments
Georgia
$574K +$54.6K +1,083 +11%
PFG
2011
PAX Financial Group
Texas
$571K +$31.2K +618 +6%
UBV
2012
United Bank (Virginia)
Virginia
$569K -$15.1K -300 -3%
UWPG
2013
Ullmann Wealth Partners Group
Florida
$569K +$10.9K +216 +2%
EWS
2014
Evergreen Wealth Solutions
Pennsylvania
$568K +$36.9K +732 +7%
RIA
2015
Retirement Investment Advisors
Oklahoma
$568K -$34.2K -678 -6%
AI
2016
AXS Investments
New York
$567K -$80.5K -1,596 -13%
PPP
2017
Private Portfolio Partners
New Jersey
$567K +$8.02K +159 +1%
WPA
2018
Winning Points Advisors
Florida
$566K – – –
KIC
2019
Keating Investment Counselors
Florida
$566K -$30.3K -600 -5%
SGC
2020
Slocum, Gordon & Co
Rhode Island
$565K – – –
PWA
2021
Physician Wealth Advisors
Utah
$564K +$3.48K +69 +0.6%
DCM
2022
DGS Capital Management
New Jersey
$563K +$39.5K +783 +8%
HCM
2023
Howland Capital Management
Massachusetts
$563K +$38K +753 +8%
SBF
2024
Sara-Bay Financial
Florida
$562K -$22.6K -447 -4%
KLI
2025
Kelman-Lazarov Inc
Tennessee
$558K +$28.3K +561 +6%
79 80
81
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