We are live on ! Find out more
WMT icon

Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
2101
Buttonwood Financial Advisors
Maryland
$538K -$15.3K -288 -3%
CAMV
2102
Concord Asset Management (Virginia)
Virginia
$538K +$63.7K +1,197 +13%
BW
2103
Basepoint Wealth
Iowa
$538K +$39.3K +738 +8%
AWM
2104
Affinity Wealth Management
Delaware
$537K -$79.8K -1,500 -13%
PWA
2105
Peterson Wealth Advisors
Utah
$536K -$5.91K -111 -1%
SWM
2106
Selective Wealth Management
Virginia
$535K -$13.6K -255 -2%
PP
2107
Patron Partners
Texas
$535K +$160K +3,000 +43%
FPWM
2108
FSB Premier Wealth Management
Iowa
$534K – – –
MSFP
2109
Mark Sheptoff Financial Planning
Connecticut
$533K +$246K +4,614 +86%
MGAM
2110
McGowan Group Asset Management
Texas
$533K -$15.6K -294 -3%
FWM
2111
Fairhaven Wealth Management
Illinois
$533K -$4.79K -90 -0.9%
SWP
2112
Semus Wealth Partners
Florida
$532K -$4.95K -93 -0.9%
BAM
2113
BOS Asset Management
Illinois
$532K -$4.79K -90 -0.9%
WI
2114
WrapManager Inc
California
$531K +$54K +1,014 +11%
MAG
2115
Mayfair Advisory Group
Alabama
$531K – – –
CA
2116
Carson Advisory
Georgia
$529K +$8.14K +153 +2%
AFS
2117
Annapolis Financial Services
Maryland
$529K -$65.3K -1,227 -11%
HAIM
2118
Hunter Associates Investment Management
Pennsylvania
$529K +$12.1K +228 +2%
SRC
2119
Shufro Rose & Co
New York
$528K – – –
Connor, Clark & Lunn Investment Management (CC&L)
2120
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$527K -$17.6M -330,123 -97%
SSC
2121
Syverson Strege & Co
Iowa
$527K +$4.95K +93 +1%
MIS
2122
Morningstar Investment Services
Illinois
$526K +$184K +3,465 +55%
JLBC
2123
J.L. Bainbridge & Co
Florida
$525K +$319 +6 +0.1%
Accredited Investors
2124
Accredited Investors
Minnesota
$525K +$32.7K +615 +7%
IAMOG
2125
Investors Asset Management of Georgia
Georgia
$523K – – –