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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
2026
Facet Wealth Inc
Maryland
$2.03M +$529K +4,929 +39%
IAG
2027
Ipsen Advisor Group
Arkansas
$2.03M -$43.1K -401 -2%
HA
2028
Harfst & Associates
Wyoming
$2.03M -$39.2K -365 -2%
RPWA
2029
Regent Peak Wealth Advisors
Georgia
$2.02M +$16.4K +153 +0.9%
RGF
2030
Retirement Guys Formula
Ohio
$2.02M +$596K +5,549 +44%
BMC
2031
Beaton Management Company
Massachusetts
$2.02M – – –
RP
2032
Rice Partnership
Hawaii
$2.02M +$38.8K +361 +2%
VCM
2033
Versant Capital Management
Arizona
$2.02M -$91.2K -849 -4%
LTM
2034
Lotus Technology Management
Florida
$2.02M +$1.94M +18,087 New
JGIA
2035
Jackson Grant Investment Advisers
Connecticut
$2.01M -$12.6K -117 -0.6%
NWAG
2036
Net Worth Advisory Group
Utah
$2.01M -$622K -5,795 -24%
BFA
2037
Bill Few Associates
Pennsylvania
$2.01M -$3.33K -31 -0.2%
LC
2038
Lavaca Capital
Texas
$2M +$44.8K +417 +2%
APW
2039
Aventura Private Wealth
Florida
$2M +$774K +7,208 +67%
CPWA
2040
Cerro Pacific Wealth Advisors
California
$2M -$60.7K -565 -3%
NRC
2041
New Republic Capital
North Carolina
$2M +$933K +8,690 +94%
VAG
2042
VisionPoint Advisory Group
Texas
$2M – – –
OFS
2043
OneAscent Financial Services
Alabama
$2M -$331K -3,081 -15%
AAS
2044
Annex Advisory Services
Wisconsin
$2M +$384K +3,578 +25%
WJA
2045
Willis Johnson & Associates
Texas
$2M -$9.66K -90 -0.5%
GDP
2046
Great Diamond Partners
Maine
$2M -$115K -1,067 -6%
DAM
2047
Diamant Asset Management
Connecticut
$1.99M +$21.3K +198 +1%
FGA
2048
Fortis Group Advisors
New Jersey
$1.99M -$57.2K -533 -3%
BCG
2049
BayBridge Capital Group
California
$1.99M +$39.1K +364 +2%
FFBTD
2050
First Financial Bank - Trust Division
Ohio
$1.99M -$83.2K -775 -4%
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