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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2026
Bourgeon Capital Management
Connecticut
$72K – – –
CFD
2027
Creative Financial Designs
Indiana
$71K -$11.9K -309 -14%
MAWCM
2028
Mine & Arao Wealth Creation & Management
California
$71K – – –
KFI
2029
Key Financial Inc
Pennsylvania
$70K +$69.9K +1,818 New
CCA
2030
Column Capital Advisors
Indiana
$69K +$5.77K +150 +9%
PCTC
2031
Perkins Coie Trust Company
Washington
$68K +$1.73K +45 +3%
PCM
2032
Pinz Capital Management
New York
$68K +$69.2K +1,800 New
CYG
2033
Clean Yield Group
Vermont
$66K -$283K -7,350 -81%
LFG
2034
Larson Financial Group
Missouri
$65K +$19.5K +507 +42%
PCMK
2035
Paragon Capital Management (Kansas)
Kansas
$65K +$66.5K +1,728 New
CIAS
2036
CBIZ Investment Advisory Services
Ohio
$64K – – –
MWM
2037
MBE Wealth Management
Wisconsin
$64K +$65.8K +1,710 New
TFGT
2038
TS Financial Group (TSFG)
Illinois
$61K – – –
SL
2039
Savior LLC
Massachusetts
$59K – – –
CMA
2040
Cedar Mountain Advisors
Oregon
$58K -$52.7K -1,371 -47%
LPWM
2041
Lake Point Wealth Management
Texas
$58K -$1.73K -45 -3%
LFG
2042
LifePlan Financial Group
Ohio
$58K – – –
EAM
2043
Erste Asset Management
Austria
$57.9K – – –
LWA
2044
Lowe Wealth Advisors
Maryland
$56K +$115 +3 +0.2%
EIP
2045
Ellis Investment Partners
Pennsylvania
$55K +$10.4K +270 +23%
AA
2046
AlphaMark Advisors
Kentucky
$55K +$26K +675 +87%
TF
2047
TimeScale Financial
Massachusetts
$53K -$3.58K -93 -6%
QAM
2048
QCI Asset Management
New York
$52K -$7.85K -204 -13%
KFS
2049
Kelly Financial Services
Massachusetts
$51.7K – – –
FWM
2050
FSA Wealth Management
Massachusetts
$51K – – –
80 81
82
83 84