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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
2076
Pinnacle Family Advisors
Missouri
$341K -$149K -3,189 -31%
CS
2077
Capital Square
Tennessee
$341K -$60.1K -1,290 -15%
FWM
2078
Fairhaven Wealth Management
Illinois
$341K +$140 +3 +0%
AI
2079
Accredited Investors
Minnesota
$340K +$22.8K +489 +7%
WMP
2080
Wealth Management Partners
Arizona
$339K – – –
CWM
2081
Concentric Wealth Management
California
$338K – – –
LF
2082
LifeSteps Financial
California
$336K -$23.9K -513 -7%
BB
2083
Bell Bank
North Dakota
$336K +$6.43K +138 +2%
TF
2084
Trek Financial
Arizona
$335K -$410K -8,793 -55%
WDG
2085
Wealth Dimensions Group
Ohio
$334K +$2.52K +54 +0.8%
TW
2086
TrinityPoint Wealth
Connecticut
$334K +$331K +7,107 New
FAN
2087
Financial Advisors Network
California
$333K -$11K -237 -3%
SMG
2088
Smart Money Group
Texas
$333K -$6.71K -144 -2%
SIM
2089
SSI Investment Management
California
$333K -$2.1K -45 -0.6%
FBB
2090
Fulton Breakefield Broenniman
Maryland
$333K +$6.29K +135 +2%
C
2091
Certuity
Florida
$331K +$65.7K +1,410 +25%
CCA
2092
Cobblestone Capital Advisors
New York
$330K -$978 -21 -0.3%
MAM
2093
McLean Asset Management
Virginia
$329K +$3.91K +84 +1%
SF
2094
Summit Financial
New Jersey
$329K +$326K +6,990 New
OPOWM
2095
One Plus One Wealth Management
Florida
$327K – – –
BA
2096
Ballast Advisors
Minnesota
$327K +$140 +3 +0%
GAB
2097
German American Bancorp
Indiana
$327K +$17.5K +375 +6%
CFS
2098
Cannon Financial Strategists
Georgia
$325K +$14.7K +315 +5%
MWM
2099
Minot Wealth Management
Massachusetts
$323K -$396K -8,508 -55%
PFA
2100
Pure Financial Advisors
California
$323K -$7.55K -162 -2%