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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
2526
Paradigm Asset Management
New York
$990K +$464K +500 +86%
EW
2527
Enzi Wealth
Texas
$989K +$1.86K +2 +0.2%
LFS
2528
Littlejohn Financial Services
Oregon
$987K +$999K +1,077 New
AFA
2529
Antonelli Financial Advisors
Michigan
$987K +$999K +1,077 New
BAG
2530
Bridgewealth Advisory Group
California
$986K +$278K +300 +49%
AA
2531
Acorns Advisers
California
$985K +$90.9K +98 +10%
CWG
2532
Crown Wealth Group
North Carolina
$985K +$17.6K +19 +2%
DQRIM
2533
Dale Q Rice Investment Management
Washington
$984K +$997K +1,074 New
LBC
2534
Leigh Baldwin & Co
New York
$982K +$995K +1,072 New
PFWA
2535
Paces Ferry Wealth Advisors
Georgia
$982K -$3.71K -4 -0.4%
SCM
2536
Sunbeam Capital Management
Georgia
$979K +$991K +1,068 New
GAA
2537
Global Assets Advisory
Florida
$979K -$486K -524 -33%
CWMGO
2538
Capstone Wealth Management Group (Oregon)
Oregon
$978K +$991K +1,068 New
BDFN
2539
Bond & Devick Financial Network
Minnesota
$977K
WRPWM
2540
Werba Rubin Papier Wealth Management
California
$976K -$63.1K -68 -6%
CCA
2541
Conestoga Capital Advisors
Pennsylvania
$976K
WWA
2542
Wisconsin Wealth Advisors
Wisconsin
$972K +$984K +1,061 New
EI
2543
Ellevest Inc
New York
$971K -$54.7K -59 -5%
NCM
2544
Northwest Capital Management
Oregon
$971K -$187K -201 -16%
EGWAG
2545
Elwood & Goetz Wealth Advisory Group
Georgia
$970K
SFC
2546
Strategic Financial Concepts
Texas
$969K +$247K +266 +34%
CG
2547
CFO4Life Group
Texas
$969K +$44.5K +48 +5%
Fidelity International
2548
Fidelity International
Bermuda
$968K +$13.9K +15 +1%
CSPIA
2549
Cary Street Partners Investment Advisory
Virginia
$968K -$23.7M -25,498 -96%
HBT
2550
Heartland Bank & Trust
Illinois
$968K -$27.8K -30 -3%