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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
2026
Boyd Watterson Asset Management
Ohio
$406K -$19.4K -399 -5%
SWMG
2027
Signature Wealth Management Group
Georgia
$406K – – –
MLFP
2028
MPS Loria Financial Planners
Illinois
$406K +$47.6K +981 +13%
OFG
2029
Oxford Financial Group
Indiana
$405K -$4.08K -84 -1%
ODCM
2030
Old Dominion Capital Management
Virginia
$405K +$25.2K +519 +7%
CRIG
2031
Charter Research & Investment Group
Connecticut
$404K – – –
PIMG
2032
Patriot Investment Management Group
Tennessee
$403K -$601K -12,372 -60%
RWP
2033
RWA Wealth Partners
Massachusetts
$403K -$221K -4,551 -35%
BWA
2034
Beam Wealth Advisors
Louisiana
$403K -$163K -3,363 -29%
CBOR
2035
Community Bank of Raymore
Missouri
$402K – – –
IAP
2036
Indie Asset Partners
Indiana
$401K -$10.2K -210 -2%
CCB
2037
Cutter & Co Brokerage
Missouri
$400K +$9.47K +195 +2%
FAM
2038
Formidable Asset Management
Ohio
$398K +$21.9K +450 +6%
CWM
2039
CCG Wealth Management
California
$398K +$129K +2,658 +47%
EAM
2040
Eagle Asset Management
Florida
$397K -$8.45M -173,952 -95%
CL
2041
COWA LLC
Oklahoma
$397K +$396K +8,145 New
KW
2042
KWB Wealth
California
$396K +$400K +8,238 New
PM
2043
Parametrica Management
Hong Kong
$396K +$400K +8,247 New
GPA
2044
Garrison Point Advisors
California
$395K – – –
NCM
2045
Northside Capital Management
Oregon
$395K – – –
GFP
2046
Gryphon Financial Partners
Ohio
$393K -$6.99K -144 -2%
SAG
2047
Spotlight Asset Group
Illinois
$391K – – –
BWP
2048
BSW Wealth Partners
Colorado
$391K +$73.7K +1,518 +23%
SVCP
2049
Silicon Valley Capital Partners
California
$387K +$16.2K +333 +4%
AA
2050
AQR Arbitrage
Connecticut
$387K +$394K +8,109 New
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