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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
2026
Stone Summit Wealth
Florida
$620K – – –
KLI
2027
Kelman-Lazarov Inc
Tennessee
$617K +$48.5K +912 +9%
W
2028
Wealthquest
Ohio
$616K +$615K +11,556 New
DDPIC
2029
Deroy & Devereaux Private Investment Counsel
Michigan
$616K -$200K -3,756 -25%
PSP
2030
Pacific Sage Partners
Washington
$615K +$160 +3 +0%
PWA
2031
Primoris Wealth Advisors
Florida
$614K -$20.1K -378 -3%
DS
2032
DRW Securities
Illinois
$613K +$612K +11,496 New
SFP
2033
Sweet Financial Partners
Minnesota
$608K +$160 +3 +0%
CCMT
2034
CMT Capital Markets Trading
Germany
$608K -$1.4M -26,343 -70%
OFS
2035
OneAscent Financial Services
Alabama
$608K +$607K +11,409 New
RPCONE
2036
Retirement Planning Company of New England
Rhode Island
$608K -$5.59K -105 -0.9%
NRI
2037
NFP Retirement Inc
California
$604K -$19K -357 -3%
VPP
2038
Vertex Planning Partners
Illinois
$601K +$958 +18 +0.2%
CWS
2039
Cypress Wealth Services
California
$600K – – –
MCCA
2040
Mill Creek Capital Advisors
Pennsylvania
$598K -$118K -2,226 -17%
MC
2041
Middleton & Co
Massachusetts
$598K -$8.3K -156 -1%
TA
2042
TrueWealth Advisors
Alabama
$598K +$331K +6,228 +125%
PWS
2043
Private Wealth Strategies
Ohio
$597K – – –
YDMI
2044
Y.D. More Investments
Israel
$597K +$112K +2,100 +23%
UWPG
2045
Ullmann Wealth Partners Group
Florida
$596K +$17.1K +321 +3%
DCM
2046
DGS Capital Management
New Jersey
$594K +$20.9K +393 +4%
PPP
2047
Private Portfolio Partners
New Jersey
$593K +$16.6K +312 +3%
ISB
2048
Iowa State Bank
Iowa
$593K +$93.2K +1,752 +19%
WF
2049
Wayfinding Financial
Washington
$593K +$13.9K +261 +2%
JCM
2050
Jag Capital Management
Missouri
$592K – – –
80 81
82
83 84