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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PIFP
2276
Partners in Financial Planning
Virginia
$231K +$229K +4,908 New
HC
2277
Hatton Consulting
Arizona
$230K – – –
NSB
2278
Norway Savings Bank
Maine
$230K +$16.6K +357 +8%
DTC
2279
Davidson Trust Company
Washington
$230K +$228K +4,893 New
MKC
2280
M. Kraus & Co
Vermont
$228K -$838 -18 -0.4%
SMF
2281
Sterling Manor Financial
New York
$228K +$226K +4,845 New
SFP
2282
Sandbox Financial Partners
Maryland
$227K -$99.2K -2,130 -31%
Aristotle Capital Management
2283
Aristotle Capital Management
California
$227K – – –
FA
2284
Financial Advisors
Massachusetts
$227K – – –
BPC
2285
Banque Pictet & Cie
Switzerland
$226K – – –
PAM
2286
Premier Asset Management
Illinois
$226K – – –
AWM
2287
Aevitas Wealth Management
Massachusetts
$225K -$2.65K -57 -1%
EWM
2288
EPG Wealth Management
Georgia
$224K +$1.12K +24 +0.5%
ADBIC
2289
A.D. Beadell Investment Counsel
Wisconsin
$224K +$3.49K +75 +2%
PD
2290
Planning Directions
Pennsylvania
$224K +$222K +4,773 New
SIM
2291
Sadoff Investment Management
Wisconsin
$223K – – –
FP
2292
Financial Perspectives
Minnesota
$222K – – –
KM
2293
Kalos Management
Georgia
$222K -$341K -7,329 -61%
PWM
2294
Prentice Wealth Management
New York
$222K +$124K +2,658 +129%
JCM
2295
Jag Capital Management
Missouri
$221K +$1.68K +36 +0.8%
FCM
2296
Firestone Capital Management
Florida
$220K – – –
SIC
2297
Sigma Investment Counselors
Michigan
$220K – – –
BIA
2298
Barry Investment Advisors
Massachusetts
$220K +$1.68K +36 +0.8%
RZH
2299
Relyea Zuckerberg Hanson
Connecticut
$220K +$218K +4,689 New
BCB
2300
Brian C. Broderick
$219K – – –