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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
AAG
2501
Armstrong Advisory Group
Massachusetts
$747K +$174K +223 +34%
Perpetual Ltd
2502
Perpetual Ltd
Australia
$746K -$7.8K -10 -1%
OPA
2503
Old Port Advisors
Maine
$745K +$21.1K +27 +3%
RCWM
2504
Royal Capital Wealth Management
Indiana
$740K +$117K +150 +21%
Hirtle Callaghan & Co
2505
Hirtle Callaghan & Co
Pennsylvania
$740K +$45.3K +58 +7%
HCM
2506
Harvey Capital Management
Florida
$739K – – –
MFG
2507
Menard Financial Group
Texas
$739K +$18.7K +24 +3%
MCM
2508
Monarch Capital Management
Indiana
$737K – – –
T
2509
TNF
Montana
$736K +$410K +525 +145%
IIC
2510
Integrated Investment Consultants
Michigan
$736K – – –
HFS
2511
Howard Financial Services
Texas
$735K – – –
RP
2512
Riverwater Partners
Wisconsin
$735K +$277K +355 +70%
DI
2513
Diligent Investors
California
$735K +$21.8K +28 +3%
WAG
2514
Winthrop Advisory Group
Massachusetts
$735K +$89.7K +115 +15%
TFGT
2515
TS Financial Group (TSFG)
Illinois
$733K +$21.8K +28 +3%
RFM
2516
Royal Fund Management
Florida
$732K -$75.7K -97 -10%
AWM
2517
Aberdeen Wealth Management
Illinois
$731K -$410K -525 -38%
EFG
2518
Embree Financial Group
Illinois
$730K -$25.8K -33 -4%
RA
2519
Riversedge Advisors
Delaware
$729K +$10.1K +13 +2%
TFM
2520
Trademark Financial Management
Minnesota
$729K +$670K +858 New
TS
2521
Tamar Securities
California
$728K – – –
RRCM
2522
Rappaport Reiches Capital Management
Illinois
$727K -$763K -978 -53%
EE
2523
EWG Elevate
California
$727K +$11.7K +15 +2%
MAM
2524
Milestone Asset Management
Pennsylvania
$726K +$182K +233 +38%
VBWMG
2525
Von Berge Wealth Management Group
California
$725K -$6.24K -8 -0.9%