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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
2001
Jefferies Financial Group
New York
$648K -$31.3M -588,423 -98%
DAM
2002
Derbend Asset Management
Georgia
$648K -$11.3K -213 -2%
CRC
2003
Curi RMB Capital
Illinois
$647K -$59.9K -1,125 -8%
MSR
2004
Main Street Research
Connecticut
$647K -$3.99K -75 -0.6%
HC
2005
Hamilton Capital
Ohio
$646K -$48.5K -912 -7%
CIA
2006
Compass Ion Advisors
Pennsylvania
$644K +$361K +6,780 +128%
NP
2007
Ninepoint Partners
Ontario, Canada
$644K – – –
CS
2008
Crescent Sterling
Louisiana
$643K +$3.83K +72 +0.6%
LF
2009
Lee Financial
Texas
$639K +$5.27K +99 +0.8%
NSAM
2010
North Star Asset Management
Wisconsin
$635K +$116K +2,187 +22%
AIM
2011
Athena Investment Management
California
$634K – – –
RWM
2012
Revisor Wealth Management
Ohio
$634K +$139K +2,604 +28%
SMA
2013
Seven Mile Advisory
New Jersey
$632K +$9.74K +183 +2%
FDCC
2014
Foster Dykema Cabot & Co
Massachusetts
$632K – – –
EIA
2015
Edgemoor Investment Advisors
Maryland
$631K – – –
EM
2016
Excalibur Management
Massachusetts
$629K +$479 +9 +0.1%
SIG
2017
Spinnaker Investment Group
California
$628K +$1.28K +24 +0.2%
OPWM
2018
Oxinas Partners Wealth Management
Indiana
$628K -$90.7K -1,704 -13%
PSCM
2019
Per Stirling Capital Management
Texas
$625K +$26.8K +504 +4%
CA
2020
Calton & Associates
Florida
$625K +$166K +3,126 +36%
PGCM
2021
Prescott Group Capital Management
Oklahoma
$624K – – –
BWG
2022
Beta Wealth Group
California
$624K +$32.1K +603 +5%
AO
2023
Advisor OS
Illinois
$624K +$20K +375 +3%
LPAM
2024
Lodestar Private Asset Management
California
$624K – – –
1IA
2025
1834 Investment Advisors
Wisconsin
$621K -$38.2K -717 -6%
79 80
81
82 83