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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
GSB
2001
Greenfield Savings Bank
Massachusetts
$853K +$18.8K +329 +2%
WE
2002
Wealth Effects
Massachusetts
$852K -$48.2K -843 -6%
ACP
2003
Aveo Capital Partners
Colorado
$851K +$70.6K +1,234 +9%
RCM
2004
Ridgepath Capital Management
Tennessee
$849K +$807K +14,106 New
DFG
2005
Delta Financial Group
New Jersey
$848K -$31.5K -550 -4%
JWA
2006
JFS Wealth Advisors
Pennsylvania
$846K +$17K +297 +2%
FCB
2007
First County Bank
Connecticut
$842K -$69.7K -1,218 -8%
AMG
2008
Asset Management Group
Connecticut
$841K +$4.46K +78 +0.6%
WMP
2009
Wealth Management Partners
Arizona
$841K +$33.9K +593 +4%
BFAG
2010
Blackston Financial Advisory Group
Florida
$840K -$205K -3,591 -20%
VCP
2011
Verus Capital Partners
Arizona
$840K +$1.72K +30 +0.2%
WA1
2012
Wimmer Associates 1
California
$840K – – –
WHC
2013
Wulff, Hansen & Co
California
$839K – – –
PGF
2014
Plan Group Financial
Oklahoma
$838K +$797K +13,925 New
IRC
2015
Investors Research Corp
Georgia
$838K -$11.4K -200 -1%
NCM
2016
Narwhal Capital Management
Georgia
$837K -$52.6K -919 -6%
OAM
2017
Oak Asset Management
California
$836K – – –
ONST
2018
Old North State Trust
North Carolina
$835K +$794K +13,872 New
SSW
2019
Smith Shellnut Wilson
Mississippi
$834K -$31.1K -544 -4%
VCAM
2020
Van Cleef Asset Management
Ohio
$830K – – –
GG
2021
Gleason Group
Kentucky
$828K -$26.6K -465 -3%
TIA
2022
Traphagen Investment Advisors
New Jersey
$827K +$4.29K +75 +0.5%
PH
2023
Pinnacle Holdings
Oklahoma
$824K -$1.2M -20,981 -60%
PP
2024
Patron Partners
Texas
$824K +$96.4K +1,685 +14%
6F
2025
626 Financial
Michigan
$822K +$4.86K +85 +0.6%
79 80
81
82 83