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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
2001
Rice Partnership
Hawaii
$2.19M -$59.5K -485 -3%
EFG
2002
Embree Financial Group
Illinois
$2.19M +$216K +1,760 +11%
LJAC
2003
L.J. Altfest & Co
New York
$2.19M -$249K -2,028 -10%
CWP
2004
Core Wealth Partners
California
$2.18M -$115K -940 -5%
BFA
2005
Beaumont Financial Advisors
Massachusetts
$2.18M -$136K -1,105 -6%
KFAS
2006
Keating Financial Advisory Services
Kansas
$2.18M -$285K -2,322 -12%
EFMH
2007
E Fund Management (HK)
Hong Kong
$2.18M +$194K +1,580 +10%
MSA
2008
Marino Stram & Associates
Massachusetts
$2.18M -$2.82K -23 -0.1%
AAS
2009
Annex Advisory Services
Wisconsin
$2.18M -$46.5K -379 -2%
FRM
2010
Foundation Resource Management
Arkansas
$2.18M – – –
WP
2011
Wealthspan Partners
Iowa
$2.17M +$614 +5 +0%
FGA
2012
Fortis Group Advisors
New Jersey
$2.17M -$31.8K -259 -2%
WMWM
2013
Whitaker-Myers Wealth Managers
Ohio
$2.17M +$233K +1,900 +12%
PWP
2014
Phillips Wealth Planners
Mississippi
$2.17M -$516K -4,205 -20%
APW
2015
Aventura Private Wealth
Florida
$2.16M -$68.4K -557 -3%
JF
2016
JSF Financial
California
$2.16M -$99.6K -811 -4%
BGC
2017
Beutel, Goodman & Co
Ontario, Canada
$2.16M -$126K -1,030 -6%
SCM
2018
Spreng Capital Management
Ohio
$2.16M -$56.7K -462 -3%
RF
2019
Rossby Financial
Florida
$2.16M +$197K +1,603 +10%
BWM
2020
BAM Wealth Management
Colorado
$2.16M +$777K +6,327 +57%
JSC
2021
Jackson Square Capital
California
$2.15M +$243K +1,978 +13%
CWM
2022
Connecticut Wealth Management
Connecticut
$2.15M +$182K +1,485 +9%
AIIMS
2023
Analyst IMS Investment Management Services
Israel
$2.15M +$26.8K +218 +1%
RZH
2024
Relyea Zuckerberg Hanson
Connecticut
$2.15M -$126K -1,025 -6%
IPW
2025
Inlet Private Wealth
Florida
$2.15M – – –
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