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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2501
Paloma Partners
Connecticut
$240K +$254K +500 New
SCP
2502
Syntal Capital Partners
Texas
$240K +$254K +501 New
CWA
2503
CM Wealth Advisors
Ohio
$240K +$254K +500 New
IAG
2504
Investmark Advisory Group
Connecticut
$239K -$10.1K -20 -4%
BBA
2505
Braun-Bostich & Associates
Pennsylvania
$238K -$258K -509 -51%
WAS
2506
Wealth Advisory Solutions
Indiana
$238K -$11.2K -22 -4%
PP
2507
PrairieView Partners
Minnesota
$238K – – –
HW
2508
Hamilton Wealth
California
$236K -$507 -1 -0.2%
B
2509
Bridgeworth
Alabama
$236K – – –
IP
2510
Ignite Planners
California
$236K +$2.54K +5 +1%
SPC
2511
Stewart & Patten Company
California
$236K +$51.7K +102 +26%
CWG
2512
Cornerstone Wealth Group
North Carolina
$235K -$23.8K -47 -9%
ET
2513
Equitable Trust
Tennessee
$235K +$10.1K +20 +4%
SWAG
2514
Spectrum Wealth Advisory Group
California
$234K -$50.7K -100 -17%
RTS
2515
Round Table Services
New Jersey
$234K -$25.4K -50 -9%
SIM
2516
Studio Investment Management
Illinois
$234K – – –
WP
2517
WealthShield Partners
North Carolina
$234K +$29.9K +59 +14%
BFS
2518
Beacon Financial Strategies
North Carolina
$233K – – –
TWM
2519
TMD Wealth Management
Arizona
$233K -$45.1K -89 -15%
HHRDM
2520
H&H Retirement Design & Management
Nevada
$233K +$507 +1 +0.2%
FVWA
2521
Foster Victor Wealth Advisors
South Carolina
$233K +$240K +473 New
TFGT
2522
TS Financial Group (TSFG)
Illinois
$232K -$1.52K -3 -0.6%
DI
2523
DAGCO Inc
Ohio
$232K – – –
AWM
2524
Aevitas Wealth Management
Massachusetts
$232K +$4.06K +8 +2%
MAM
2525
Magellan Asset Management
Australia
$232K +$10.1K +20 +4%
99 100
101
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