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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
OIM
2501
Oder Investment Management
California
$265K +$239K +466 New
RWM
2502
RBA Wealth Management
California
$265K +$239K +466 New
LC
2503
Landaas & Company
Wisconsin
$264K – – –
GA
2504
GFS Advisors
Texas
$264K +$238K +465 New
QPW
2505
Quantum Private Wealth
Florida
$264K +$238K +465 New
FWM
2506
Focused Wealth Management
New York
$263K – – –
SHJ
2507
Sharkey, Howes & Javer
Colorado
$263K +$512 +1 +0.2%
AA
2508
Aire Advisors
California
$263K +$237K +462 New
Advisory Alpha
2509
Advisory Alpha
Michigan
$263K +$237K +463 New
FNB
2510
Farmers National Bank
Kentucky
$261K +$236K +460 New
PGA
2511
Portland Global Advisors
Maine
$261K -$20K -39 -8%
FFA
2512
Fragasso Financial Advisors
Pennsylvania
$260K -$26.1K -51 -10%
FF
2513
Friedenthal Financial
New Jersey
$260K +$512 +1 +0.2%
AP
2514
Arlington Partners
Alabama
$260K +$71.2K +139 +44%
SCM
2515
Stonehearth Capital Management
Massachusetts
$259K – – –
AWM
2516
Aevitas Wealth Management
Massachusetts
$259K +$512 +1 +0.2%
JWM
2517
JFG Wealth Management
Colorado
$258K -$17.9K -35 -7%
IP
2518
Isthmus Partners
Wisconsin
$257K – – –
MCWA
2519
Meadow Creek Wealth Advisors
Georgia
$257K +$232K +453 New
CWA
2520
Centennial Wealth Advisory
Michigan
$256K – – –
BCM
2521
Bourgeon Capital Management
Connecticut
$255K – – –
WLPWM
2522
Walled Lake Planning & Wealth Management
Illinois
$255K – – –
BWM
2523
Baystate Wealth Management
Massachusetts
$255K +$7.17K +14 +3%
MCIA
2524
Mountain Capital Investment Advisors
Colorado
$255K +$8.71K +17 +4%
EVM
2525
Evelyn V. Moreno
$255K +$230K +450 New