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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2001
Faithward Advisors
Pennsylvania
$948K +$59.6K +946 +7%
CFMC
2002
Curbstone Financial Management Corp
New Hampshire
$948K -$47.2K -750 -5%
CWM
2003
Congress Wealth Management
Massachusetts
$948K +$92.7K +1,472 +12%
VCM
2004
Vivaldi Capital Management
Illinois
$947K +$33.4K +530 +4%
PP
2005
Patron Partners
Texas
$947K +$18.2K +289 +2%
TAM
2006
Titleist Asset Management
Texas
$944K -$22.6K -359 -3%
WHC
2007
Wulff, Hansen & Co
California
$944K – – –
CC
2008
Cadinha & Co
Hawaii
$942K +$48.6K +771 +6%
TPWA
2009
TRUE Private Wealth Advisors
Oregon
$941K +$31.3K +497 +4%
JFL
2010
Jarislowsky, Fraser Ltd
Quebec, Canada
$941K -$230K -3,645 -21%
OAM
2011
Oak Asset Management
California
$941K – – –
VC
2012
Veracity Capital
Georgia
$941K -$43.2K -686 -5%
SSW
2013
Smith Shellnut Wilson
Mississippi
$939K +$1.07K +17 +0.1%
ONST
2014
Old North State Trust
North Carolina
$939K – – –
TIA
2015
Traphagen Investment Advisors
New Jersey
$938K +$7.18K +114 +0.8%
RMCM
2016
Reynders McVeigh Capital Management
Massachusetts
$934K +$33.9K +538 +4%
HWA
2017
HHM Wealth Advisors
Tennessee
$934K +$375K +5,948 +76%
AAG
2018
Armstrong Advisory Group
Massachusetts
$933K +$589K +9,358 +211%
FSA
2019
Fort Sheridan Advisors
Illinois
$932K +$48.6K +771 +6%
HIIFS
2020
Harel Insurance Investments & Financial Services
Israel
$930K +$153K +2,434 +22%
JWA
2021
JFS Wealth Advisors
Pennsylvania
$929K -$20.7K -328 -2%
RWM
2022
Rezny Wealth Management
Florida
$926K +$861K +13,672 New
CIA
2023
Cladis Investment Advisory
Montana
$924K +$63 +1 +0%
CWM
2024
Connecticut Wealth Management
Connecticut
$924K +$5.48K +87 +0.6%
BMM
2025
Buffington Mohr McNeal
Idaho
$923K -$333K -5,286 -28%
79 80
81
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