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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
KLI
2026
Kelman-Lazarov Inc
Tennessee
$477K -$31.8K -669 -6%
TWM
2027
Tradition Wealth Management
Minnesota
$477K +$2.28K +48 +0.5%
T
2028
TCWP
Ohio
$476K -$22.5K -474 -4%
RCA
2029
Resonant Capital Advisors
Wisconsin
$475K +$476K +10,026 New
RSVP
2030
Ramsay Stattman Vela & Price
Colorado
$474K – – –
GM
2031
GeoWealth Management
Illinois
$474K -$199K -4,188 -29%
ISB
2032
Iowa State Bank
Iowa
$473K +$75.7K +1,593 +19%
IF
2033
Ironwood Financial
Arizona
$473K – – –
OFG
2034
Oxford Financial Group
Indiana
$472K +$47.9K +1,008 +11%
TCM
2035
Traynor Capital Management
Pennsylvania
$471K -$34.3K -723 -7%
RSA
2036
River Street Advisors
Illinois
$471K +$473K +9,960 New
SIAG
2037
Safeguard Investment Advisory Group
California
$469K -$22.1K -465 -4%
KC
2038
Kades & Cheifetz
Pennsylvania
$468K +$470K +9,906 New
JLBC
2039
J.L. Bainbridge & Co
Florida
$467K +$9.4K +198 +2%
MW
2040
MBL Wealth
North Carolina
$467K -$33.9K -714 -7%
AA
2041
Aire Advisors
California
$466K -$62.7K -1,320 -12%
IAMOG
2042
Investors Asset Management of Georgia
Georgia
$466K -$4.27K -90 -0.9%
FFA
2043
Farther Finance Advisors
California
$465K +$467K +9,837 New
GAA
2044
Global Assets Advisory
Florida
$465K -$27.9K -588 -6%
SC
2045
Sepio Capital
Utah
$463K +$2.85K +60 +0.6%
Connor, Clark & Lunn Investment Management (CC&L)
2046
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$462K -$7.14M -150,261 -94%
IIA
2047
Integral Investment Advisors
California
$462K -$99.7K -2,100 -18%
DCM
2048
DGS Capital Management
New Jersey
$461K +$26.8K +564 +6%
PWAC
2049
Private Wealth Advisors (California)
California
$461K -$855 -18 -0.2%
NSAM
2050
North Star Asset Management
Wisconsin
$461K +$75.9K +1,599 +20%