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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BDS
2001
Banco de Sabadell
Florida
$2.1M +$227K +2,111 +13%
TFS
2002
Targeted Financial Services
Florida
$2.1M +$2.02M +18,807 New
TW
2003
Towerpoint Wealth
California
$2.09M +$752 +7 +0%
WA
2004
Wealth Architects
California
$2.09M -$215 -2 -0%
AB
2005
Atlas Brown
Kentucky
$2.09M +$5.15K +48 +0.3%
YIM
2006
Yoffe Investment Management
Pennsylvania
$2.08M – – –
BFA
2007
Beaumont Financial Advisors
Massachusetts
$2.08M +$3.65K +34 +0.2%
CA
2008
CSM Advisors
Pennsylvania
$2.07M -$1.38M -12,820 -41%
CMTU
2009
Capital Markets Trading (UK)
United Kingdom
$2.07M +$59.4K +553 +3%
AF
2010
Affiance Financial
Minnesota
$2.06M -$197K -1,835 -9%
CWP
2011
Core Wealth Partners
California
$2.06M -$126K -1,171 -6%
I
2012
INVST
Indiana
$2.06M -$275K -2,565 -12%
VIA
2013
Virtus Investment Advisers
Connecticut
$2.06M -$30K -279 -1%
BMC
2014
Benin Management Corp
Connecticut
$2.06M -$64.4K -600 -3%
BGC
2015
Beutel, Goodman & Co
Ontario, Canada
$2.05M -$16.1K -150 -0.8%
SLT
2016
St Louis Trust
Missouri
$2.05M – – –
RE
2017
Rydar Equities
Texas
$2.04M +$58K +540 +3%
ISWM
2018
Intesa Sanpaolo Wealth Management
$2.04M +$1.97M +18,346 New
CSA
2019
Cornerstone Select Advisors
Missouri
$2.04M -$10.2K -95 -0.5%
RZH
2020
Relyea Zuckerberg Hanson
Connecticut
$2.04M +$106K +987 +6%
GC
2021
Gilbert & Cook
Iowa
$2.04M +$51K +475 +3%
SDAM
2022
Shulman DeMeo Asset Management
New York
$2.04M -$1.72K -16 -0.1%
NDBT
2023
North Dallas Bank & Trust
Texas
$2.04M +$1.96M +18,290 New
MFWM
2024
Motley Fool Wealth Management
Virginia
$2.03M -$385K -3,585 -16%
JF
2025
JSF Financial
California
$2.03M -$13.4K -125 -0.7%
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