We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
2526
Pekin Hardy Strauss
Illinois
$272K -$18.1K -37 -6%
GA
2527
GoalVest Advisory
New York
$272K -$11.7K -24 -4%
UIA
2528
Ulland Investment Advisors
Minnesota
$272K +$4.89K +10 +2%
UWPG
2529
Ullmann Wealth Partners Group
Florida
$270K – – –
HCM
2530
HMS Capital Management
Tennessee
$270K -$101K -206 -26%
WCP
2531
Wick Capital Partners
Pennsylvania
$270K +$289K +591 New
TSWM
2532
Triangle Securities Wealth Management
North Carolina
$270K – – –
ECM
2533
Ensemble Capital Management
California
$269K – – –
RRCM
2534
Rappaport Reiches Capital Management
Illinois
$269K -$489 -1 -0.2%
PCA
2535
Prosperity Capital Advisors
Ohio
$269K +$288K +589 New
OIM
2536
Oder Investment Management
California
$268K +$3.42K +7 +1%
GHAM
2537
Gilman Hill Asset Management
Connecticut
$268K -$48.4K -99 -14%
PFM
2538
Peak Financial Management
Massachusetts
$268K -$14.7K -30 -5%
AMR
2539
Asset Management Resources
Massachusetts
$267K +$16.1K +33 +6%
MPM
2540
Meritage Portfolio Management
Kansas
$266K -$62.1K -127 -18%
CA
2541
Callahan Advisors
Texas
$266K -$1.96K -4 -0.7%
BZWA
2542
Blue Zone Wealth Advisors
California
$265K +$8.31K +17 +3%
SFG
2543
Sather Financial Group
Texas
$265K +$284K +581 New
BWM
2544
Blossom Wealth Management
California
$264K +$977 +2 +0.3%
GA
2545
Geller Advisors
New York
$263K +$34.2K +70 +14%
DWMS
2546
Dominguez Wealth Management Solutions
Virginia
$262K +$280K +574 New
TBWA
2547
Three Bridge Wealth Advisors
California
$262K -$37.1K -76 -12%
EIG
2548
Ellenbecker Investment Group
Wisconsin
$261K +$279K +571 New
NDSI
2549
Newman Dignan & Sheerar Inc
Rhode Island
$261K +$2.93K +6 +1%
KPWG
2550
KFA Private Wealth Group
Virginia
$260K -$5.38K -11 -2%
100 101
102
103 104