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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
JSL
2501
JT Stratford LLC
Georgia
$1.13M -$772K -775 -39%
OL
2502
OneFund LLC
Florida
$1.13M -$7.97K -8 -0.7%
DC
2503
Destiny Capital
Colorado
$1.13M -$6.97K -7 -0.6%
IP
2504
Interval Partners
New York
$1.13M -$1.51M -1,512 -56%
FM
2505
Family Management
New York
$1.13M -$13K -13 -1%
CFA
2506
Cahill Financial Advisors
Minnesota
$1.13M -$68.7K -69 -5%
PHAM
2507
Palisades Hudson Asset Management
Florida
$1.12M – – –
MCM
2508
Morton Capital Management
California
$1.12M +$236K +237 +25%
SAM
2509
Sompo Asset Management
Japan
$1.12M -$159K -160 -12%
MBC
2510
Michael Brady & Co
Ohio
$1.12M -$199K -200 -14%
SAM
2511
Summit Asset Management
Tennessee
$1.11M – – –
SCP
2512
Stamos Capital Partners
California
$1.11M +$265K +266 +29%
EFA
2513
Evernest Financial Advisors
Indiana
$1.11M +$24.9K +25 +2%
FC
2514
Fulcrum Capital
Washington
$1.11M – – –
TFM
2515
TFC Financial Management
Massachusetts
$1.11M +$29.9K +30 +3%
SDWMA
2516
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.1M +$9.96K +10 +0.9%
WFP
2517
Worthington Financial Partners
Ohio
$1.1M -$274K -275 -19%
JCFM
2518
JBR Co Financial Management
Oklahoma
$1.1M -$219K -220 -16%
PWP
2519
Prasad Wealth Partners
Ohio
$1.1M -$8.97K -9 -0.8%
BFA
2520
Brown Financial Advisors
Ohio
$1.1M +$109K +109 +10%
DWM
2521
Darwin Wealth Management
Florida
$1.1M -$7.97K -8 -0.7%
AWA
2522
Amplius Wealth Advisors
Pennsylvania
$1.1M +$700K +703 +149%
VCAM
2523
Van Cleef Asset Management
Ohio
$1.1M – – –
CRI
2524
Colonial River Investments
Virginia
$1.09M -$23.9K -24 -2%
CWM
2525
Cahaba Wealth Management
Georgia
$1.09M -$1.99K -2 -0.2%
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