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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWI
2001
Red Wave Investments
Pennsylvania
$1.55M – – –
AWS
2002
Aspen Wealth Strategies
Colorado
$1.55M -$9.29K -107 -0.6%
LI
2003
Louisbourg Investments
New Brunswick, Canada
$1.55M – – –
APG
2004
Abacus Planning Group
South Carolina
$1.55M +$57.3K +660 +4%
S
2005
Sunpointe
Missouri
$1.54M +$3.38K +39 +0.2%
BEAM
2006
Baker Ellis Asset Management
Washington
$1.54M -$2.17K -25 -0.1%
WJA
2007
Willis Johnson & Associates
Texas
$1.54M -$130K -1,499 -8%
LRPA
2008
L. Roy Papp & Associates
Arizona
$1.54M -$86.8K -1,000 -6%
SA
2009
Sovran Advisors
California
$1.54M +$1.47M +16,914 New
DWA
2010
Delap Wealth Advisory
Oregon
$1.53M +$81.5K +939 +6%
GCP
2011
GSA Capital Partners
United Kingdom
$1.53M +$1.47M +16,967 New
LWA
2012
Lineweaver Wealth Advisors
Ohio
$1.53M -$11.5K -132 -0.8%
DWM
2013
Drive Wealth Management
Utah
$1.53M +$31.9K +368 +2%
PCS
2014
Personal CFO Solutions
New Jersey
$1.52M -$32.1K -370 -2%
DCM
2015
Donaldson Capital Management
Indiana
$1.52M -$22K -254 -1%
BFA
2016
Beaumont Financial Advisors
Massachusetts
$1.52M +$363K +4,178 +33%
BWM
2017
BKM Wealth Management
Wisconsin
$1.52M -$81.5K -939 -5%
CIM
2018
CIM Investment Management
Pennsylvania
$1.52M +$6.59K +76 +0.5%
GCS
2019
Gordian Capital (Singapore)
Singapore
$1.52M – – –
FFG
2020
Fortem Financial Group
California
$1.51M +$44.1K +508 +3%
WCM
2021
Winthrop Capital Management
Indiana
$1.51M +$1.45M +16,700 New
PMG
2022
ProVise Management Group
Florida
$1.51M -$344K -3,966 -19%
JGIA
2023
Jackson Grant Investment Advisers
Connecticut
$1.51M – – –
MLA
2024
My Legacy Advisors
Oregon
$1.51M -$8.16K -94 -0.6%
CGFA
2025
Colton Groome Financial Advisors
North Carolina
$1.5M -$21.9K -252 -1%
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