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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2326
LifeSteps Financial
California
$245K -$27.5K -627 -10%
WCWM
2327
Willow Creek Wealth Management
California
$245K – – –
TFCP
2328
Twin Focus Capital Partners
Massachusetts
$245K +$9.46K +216 +4%
CAL
2329
Capital Advisors Ltd
Ohio
$245K +$15.9K +363 +7%
MWP
2330
Meridian Wealth Partners
Pennsylvania
$244K +$247K +5,643 New
AWC
2331
Abundance Wealth Counselors
Pennsylvania
$243K – – –
BIAS
2332
Beacon Investment Advisory Services
New Jersey
$243K +$10.9K +249 +5%
IIC
2333
Integrated Investment Consultants
Michigan
$243K +$24.7K +564 +11%
AWA
2334
Amplius Wealth Advisors
Pennsylvania
$242K +$2.76K +63 +1%
RWA
2335
River Wealth Advisors
Pennsylvania
$241K -$113K -2,580 -32%
HWM
2336
Hemington Wealth Management
Virginia
$240K +$4.6K +105 +2%
RCG
2337
Rock Creek Group
District of Columbia
$240K +$18.4K +420 +8%
MPW
2338
MGO Private Wealth
California
$240K +$243K +5,556 New
KWA
2339
Kellett Wealth Advisors
Ohio
$239K -$13.1K -300 -6%
KTC
2340
Kistler-Tiffany Companies
Pennsylvania
$239K – – –
CIA
2341
Compass Ion Advisors
Pennsylvania
$239K +$1.05K +24 +0.4%
IMOV
2342
Investment Management of Virginia
Virginia
$239K +$15K +342 +7%
PFM
2343
Phillips Financial Management
Indiana
$238K +$241K +5,496 New
RIG
2344
Renaissance Investment Group
Massachusetts
$237K -$5.78K -132 -3%
COCM
2345
Charter Oak Capital Management
New Hampshire
$236K -$67.3K -1,536 -22%
MA
2346
Mezzasalma Advisors
New Jersey
$235K – – –
TIA
2347
Traphagen Investment Advisors
New Jersey
$235K +$1.05K +24 +0.4%
FAM
2348
Flaharty Asset Management
Florida
$234K -$48K -1,095 -17%
PWM
2349
Paulson Wealth Management
Illinois
$234K -$47.4K -1,083 -17%
FNWM
2350
Financial Network Wealth Management
Utah
$234K -$4.99K -114 -2%
92 93
94
95 96