We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
2526
Triangle Securities Wealth Management
North Carolina
$356K +$19.3K +35 +6%
CAM
2527
Concorde Asset Management
Michigan
$355K -$55.2K -100 -14%
LF
2528
Lantz Financial
Illinois
$351K -$14.4K -26 -4%
WWM
2529
WJ Wealth Management
Arizona
$351K – – –
SCA
2530
Sandy Cove Advisors
Massachusetts
$350K -$9.94K -18 -3%
FM
2531
Foster & Motley
Ohio
$350K -$3.86K -7 -1%
AMR
2532
Asset Management Resources
Massachusetts
$349K -$4.97K -9 -1%
FCFC
2533
First Citizens Financial Corp
Iowa
$349K – – –
CWM
2534
Chesapeake Wealth Management
Virginia
$347K – – –
PWA
2535
Peterson Wealth Advisors
Utah
$345K -$9.38K -17 -3%
MCI
2536
MRP Capital Investments
Georgia
$345K – – –
DWM
2537
Denver Wealth Management
Colorado
$344K -$25.4K -46 -7%
BWM
2538
BCS Wealth Management
Tennessee
$344K – – –
MIM
2539
Martin Investment Management
Florida
$343K – – –
FFA
2540
Fragasso Financial Advisors
Pennsylvania
$343K -$10.5K -19 -3%
MC
2541
Miramar Capital
Illinois
$342K -$405K -734 -55%
HW
2542
Hamilton Wealth
California
$341K +$15.5K +28 +5%
GWM
2543
Gitterman Wealth Management
New Jersey
$340K -$6.62K -12 -2%
KFI
2544
Key Financial Inc
Pennsylvania
$340K +$3.86K +7 +1%
AIM
2545
Avity Investment Management
Connecticut
$340K +$80.6K +146 +32%
WA
2546
Wealthstream Advisors
New York
$339K +$29.8K +54 +10%
BDWCC
2547
B&D White Capital Company
Texas
$339K – – –
RVPG
2548
Relative Value Partners Group
$338K +$330K +598 New
MWM
2549
Marion Wealth Management
Pennsylvania
$338K -$43.1K -78 -12%
ESCM
2550
Echo Street Capital Management
New York
$336K -$127K -230 -28%
100 101
102
103 104