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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2026
Trinity Financial Advisors
Ohio
$473K -$2.54K -54 -0.6%
BWA
2027
Burt Wealth Advisors
Maryland
$473K +$18.3K +390 +4%
SIAM
2028
Sterling Investment Advisors (Missouri)
Missouri
$472K +$141 +3 +0%
MCM
2029
McRae Capital Management
New Jersey
$469K – – –
FC
2030
Fusion Capital
South Carolina
$469K +$8.17K +174 +2%
GWM
2031
Gitterman Wealth Management
New Jersey
$468K +$442K +9,414 New
NPF
2032
Norris Perne & French
Michigan
$467K +$442K +9,405 New
BW
2033
Basepoint Wealth
Iowa
$466K +$1.27K +27 +0.3%
PP
2034
PDS Planning
Ohio
$465K -$14.9K -318 -3%
WDL
2035
Well Done LLC
Michigan
$465K +$8.03K +171 +2%
HI
2036
HBK Investments
Texas
$464K -$2.27M -48,351 -84%
SDWMA
2037
Schneider Downs Wealth Management Advisors
Pennsylvania
$463K -$52.8K -1,125 -11%
BWP
2038
BSW Wealth Partners
Colorado
$462K -$4.79K -102 -1%
JFA
2039
JNBA Financial Advisors
Minnesota
$462K +$13.9K +297 +3%
CHP
2040
Cable Hill Partners
Oregon
$461K -$90.8K -1,935 -17%
PP
2041
Paloma Partners
Connecticut
$460K -$8.16M -173,859 -95%
OCPWS
2042
One Charles Private Wealth Services
Massachusetts
$460K +$9.29K +198 +2%
MAM
2043
Mystic Asset Management
Rhode Island
$459K -$10.6K -225 -2%
WI
2044
WrapManager Inc
California
$459K +$17.2K +366 +4%
UWPG
2045
Ullmann Wealth Partners Group
Florida
$459K +$113K +2,400 +35%
GFP
2046
Gryphon Financial Partners
Ohio
$458K -$278K -5,925 -39%
UBV
2047
United Bank (Virginia)
Virginia
$458K -$42.3K -900 -9%
VCM
2048
Vigilant Capital Management
Maine
$458K -$12K -255 -3%
SJL
2049
Shayne & Jacobs LLC
Tennessee
$458K – – –
FBT
2050
First Bank & Trust
South Dakota
$457K -$5.49K -117 -1%
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