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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
2026
S&CO Inc
Massachusetts
$280K – – –
VST
2027
Van Strum & Towne
California
$280K – – –
AI
2028
Accredited Investors
Minnesota
$280K +$29.7K +669 +13%
OWP
2029
Obermeyer Wealth Partners
Colorado
$279K -$2.13K -48 -0.8%
OC
2030
Oppenheimer & Close
New York
$279K – – –
MW
2031
Marcum Wealth
Ohio
$279K +$10.7K +240 +4%
STA
2032
Summit Trail Advisors
New York
$278K +$250K +5,622 New
WCWM
2033
Willow Creek Wealth Management
California
$275K -$10.5K -237 -4%
AIFAIM
2034
American Institute for Advanced Investment Management
Arizona
$274K -$667 -15 -0.3%
IIC
2035
Integrated Investment Consultants
Michigan
$274K +$35.3K +795 +16%
BA
2036
Ballast Advisors
Minnesota
$273K – – –
HIS
2037
Horizon Investment Services
Indiana
$273K +$6.67K +150 +3%
MWM
2038
MinichMacGregor Wealth Management
New York
$272K +$3.47K +78 +1%
APC
2039
Aspire Private Capital
North Carolina
$272K +$140K +3,144 +117%
BAM
2040
Barrett Asset Management
New York
$271K +$78K +1,755 +43%
GIA
2041
Guyasuta Investment Advisors
Pennsylvania
$269K -$40K -900 -14%
AMG
2042
Advisors Management Group
Wisconsin
$269K – – –
NEPPG
2043
New England Professional Planning Group
Rhode Island
$268K -$15.9K -357 -6%
MFT
2044
Moisand Fitzgerald Tamayo
Florida
$268K – – –
AOWM
2045
Alpha Omega Wealth Management
Virginia
$267K – – –
RCC
2046
Red Cedar Capital
Nebraska
$267K – – –
CFFP
2047
Center for Financial Planning
Michigan
$266K -$3.33K -75 -1%
EW
2048
Element Wealth
Mississippi
$265K -$20.5K -462 -8%
PAG
2049
Pinnacle Advisory Group
Maryland
$264K – – –
VCM
2050
Versant Capital Management
Arizona
$264K +$400 +9 +0.2%
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82
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