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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
2426
New England Capital Financial Advisors
Connecticut
$547K +$2.83K +45 +0.6%
FA
2427
Fermata Advisors
California
$546K +$261K +4,150 +106%
GPA
2428
Garrison Point Advisors
California
$546K -$2.96K -47 -0.6%
FBFS
2429
First Business Financial Services
Wisconsin
$545K +$11.2K +178 +2%
ZAM
2430
Zevin Asset Management
Massachusetts
$545K -$114K -1,818 -18%
DJYG
2431
David J. Yvars Group
Florida
$541K +$29.1K +462 +6%
PPWM
2432
Perissos Private Wealth Management
Oklahoma
$541K +$20.6K +327 +4%
CWMGP
2433
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$538K -$11.1K -176 -2%
NAM
2434
NorthCrest Asset Manangement
Minnesota
$538K -$81.5K -1,294 -14%
Sax Wealth Advisors
2435
Sax Wealth Advisors
New Jersey
$538K +$69K +1,096 +16%
NERM
2436
New England Research & Management
Illinois
$536K – – –
BWG
2437
Beta Wealth Group
California
$535K +$25.4K +403 +5%
WFS
2438
Walker Financial Services
Kentucky
$535K -$57.3K -910 -10%
ABN AMRO Bank
2439
ABN AMRO Bank
Netherlands
$535K +$21.1K +335 +4%
IIM
2440
InTrack Investment Management
Vermont
$535K +$84.4K +1,340 +20%
TFA
2441
Teamwork Financial Advisors
Texas
$534K +$17K +270 +4%
GWSA
2442
Global Wealth Strategies & Associates
Colorado
$534K -$37.8K -600 -7%
Wedge Capital Management
2443
Wedge Capital Management
North Carolina
$533K +$7.12K +113 +1%
FUBT
2444
First United Bank & Trust
Maryland
$533K +$355K +5,635 +252%
PWP
2445
Precedent Wealth Partners
Texas
$532K -$20.5K -326 -4%
LSIA
2446
LaSalle St. Investment Advisors
Illinois
$531K +$246K +3,907 +99%
SM
2447
Sciencast Management
New Jersey
$530K +$493K +7,834 New
LI
2448
LVZ Inc
Michigan
$530K +$9.01K +143 +2%
NA
2449
Nottingham Advisors
New York
$530K +$493K +7,821 New
AIM
2450
Avity Investment Management
Connecticut
$529K – – –