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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2026
Capital Counsel
New York
$474K -$10.7K -225 -2%
ITIM
2027
Indiana Trust & Investment Management
Indiana
$474K – – –
CB
2028
CNB Bank
Pennsylvania
$471K +$4.73K +99 +1%
RGF
2029
Retirement Guys Formula
Ohio
$471K +$466K +9,759 New
TI
2030
Truepoint Inc
Ohio
$469K -$7.45K -156 -2%
CFD
2031
Creative Financial Designs
Indiana
$468K +$34.7K +726 +8%
VV
2032
Verity & Verity
South Carolina
$467K -$107K -2,232 -19%
LJHT
2033
Laurie J. Hall Trustee
$467K -$57.3K -1,200 -11%
PP
2034
PDS Planning
Ohio
$467K +$21.1K +441 +5%
TWM
2035
Titus Wealth Management
California
$466K -$24.6K -516 -5%
PMFA
2036
Plante Moran Financial Advisors
Michigan
$464K -$32.4K -678 -7%
NF
2037
Nikulski Financial
Iowa
$464K +$68K +1,425 +17%
BWA
2038
Blodgett Wealth Advisors
California
$464K +$459K +9,612 New
FAG
2039
Fortitude Advisory Group
Washington
$464K +$459K +9,624 New
TFA
2040
Trinity Financial Advisors
Ohio
$462K – – –
SB
2041
Sunflower Bank
Texas
$461K -$20.2K -423 -4%
CAM
2042
Congress Asset Management
Massachusetts
$460K -$14.3K -300 -3%
GD
2043
Grandfield & Dodd
New York
$460K – – –
SIAM
2044
Sterling Investment Advisors (Missouri)
Missouri
$458K – – –
GM
2045
GeoWealth Management
Illinois
$457K +$6.16K +129 +1%
VCM
2046
Vigilant Capital Management
Maine
$457K +$326K +6,834 +258%
MAM
2047
Mystic Asset Management
Rhode Island
$457K +$453K +9,489 New
EFG
2048
Everhart Financial Group
Ohio
$456K -$17.2K -360 -4%
EFM
2049
E Fund Management
China
$456K +$1.72K +36 +0.4%
FAFN
2050
First Affirmative Financial Network
Colorado
$456K +$13.2K +276 +3%
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