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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
2026
Matrix Asset Advisors
New York
$210K +$216K +5,250 New
PP
2027
PDS Planning
Ohio
$210K +$217K +5,268 New
RPGK
2028
Retirement Planning Group (Kansas)
Kansas
$210K +$217K +5,268 New
FMTC
2029
Farmers & Merchants Trust Company
California
$209K +$216K +5,241 New
CCFCSB
2030
Cape Cod Five Cents Savings Bank
Massachusetts
$208K -$38.7K -942 -15%
CPSC
2031
Carl P. Sherr & Co
Massachusetts
$208K +$214K +5,208 New
LP
2032
LGL Partners
Pennsylvania
$208K +$214K +5,211 New
GLLW
2033
Graves Light Lenhart Wealth
Virginia
$207K +$214K +5,196 New
SQA
2034
Simon Quick Advisors
New Jersey
$206K +$119K +2,895 +128%
IWA
2035
Intercontinental Wealth Advisors
Texas
$206K +$212K +5,148 New
SFC
2036
SYM Financial Corp
Indiana
$206K +$212K +5,163 New
SAG
2037
Spotlight Asset Group
Illinois
$205K -$33.9K -825 -14%
FSG
2038
Financial Strategies Group
Michigan
$204K +$210K +5,097 New
CAM
2039
Crestone Asset Management
Colorado
$203K +$209K +5,073 New
IIC
2040
Integrated Investment Consultants
Michigan
$203K +$209K +5,076 New
RIG
2041
Renaissance Investment Group
Massachusetts
$202K +$208K +5,058 New
RWM
2042
Raffa Wealth Management
District of Columbia
$202K – – –
EWP
2043
Engrave Wealth Partners
Texas
$201K +$50.1K +1,218 +32%
PP
2044
Pegasus Partners
Wisconsin
$200K +$206K +5,004 New
ME
2045
McIlrath & Eck
Washington
$199K +$28.6K +696 +16%
NSB
2046
Norway Savings Bank
Maine
$196K – – –
VCM
2047
Vigilant Capital Management
Maine
$195K -$13.1K -318 -6%
ICM
2048
Islay Capital Management
Texas
$192K +$55.5K +1,350 +39%
FP
2049
Financial Perspectives
Minnesota
$189K – – –
FCM
2050
Firestone Capital Management
Florida
$187K – – –
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