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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2251
Evermay Wealth Management
Virginia
$235K -$508K -10,539 -68%
MF
2252
Montis Financial
Massachusetts
$235K -$45.7K -948 -15%
WA
2253
Wealth Architects
California
$235K -$434 -9 -0.2%
GLLW
2254
Graves Light Lenhart Wealth
Virginia
$235K +$4.48K +93 +2%
BG
2255
Benedetti & Gucer
Georgia
$234K -$15K -312 -6%
WJA
2256
Willis Johnson & Associates
Texas
$234K +$242K +5,028 New
CAL
2257
Capital Advisors Ltd
Ohio
$232K – – –
JWBC
2258
J.W. Burns & Co
New York
$232K – – –
D
2259
Diversified
Delaware
$232K +$289 +6 +0.1%
KTC
2260
Kistler-Tiffany Companies
Pennsylvania
$232K +$35.6K +738 +17%
SWM
2261
Selective Wealth Management
Virginia
$232K +$83.1K +1,725 +53%
RTS
2262
Round Table Services
New Jersey
$232K +$240K +4,986 New
ZF
2263
Zhang Financial
Michigan
$231K -$26.9K -558 -10%
CPSC
2264
Carl P. Sherr & Co
Massachusetts
$230K – – –
JEST
2265
JTC Employer Solutions Trustee
Jersey
$230K – – –
MA
2266
Mezzasalma Advisors
New Jersey
$230K – – –
PP
2267
Pegasus Partners
Wisconsin
$230K +$145 +3 +0.1%
CHAM
2268
Clear Harbor Asset Management
Connecticut
$229K +$237K +4,920 New
PIFP
2269
Partners in Financial Planning
Virginia
$228K – – –
FWM
2270
ForthRight Wealth Management
Georgia
$228K – – –
HC
2271
Hatton Consulting
Arizona
$227K – – –
DTC
2272
Davidson Trust Company
Washington
$226K -$1.3K -27 -0.6%
MKC
2273
M. Kraus & Co
Vermont
$226K +$578 +12 +0.2%
AC
2274
Arjuna Capital
North Carolina
$226K +$234K +4,854 New
ARTA
2275
A.R.T. Advisors
New York
$226K +$235K +4,872 New
89 90
91
92 93