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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
2526
Profit Investment Management
Maryland
$958K
PC
2527
Promus Capital
Illinois
$957K +$14.4K +15 +1%
WA
2528
Wealthstream Advisors
New York
$955K +$12.5K +13 +1%
PWA
2529
Prairie Wealth Advisors
Nebraska
$954K
SNWA
2530
Siligmueller & Norvid Wealth Advisors
Illinois
$954K +$988K +1,031 New
GFG
2531
GR Financial Group
Arizona
$952K -$69K -72 -7%
FG
2532
Foster Group
Iowa
$952K -$78.6K -82 -7%
MHC
2533
May Hill Capital
Massachusetts
$951K +$137K +143 +16%
FZCM
2534
Flynn Zito Capital Management
New York
$949K +$1.92K +2 +0.2%
CA
2535
Capital Advantage
California
$949K -$80.5K -84 -8%
BIM
2536
Barton Investment Management
Pennsylvania
$948K
PCWA
2537
Pacific Capital Wealth Advisors
California
$948K -$260K -271 -21%
PFWA
2538
Paces Ferry Wealth Advisors
Georgia
$948K -$43.1K -45 -4%
DCM
2539
DGS Capital Management
New Jersey
$947K +$200K +209 +26%
KFS
2540
Kaizen Financial Strategies
California
$946K -$126K -131 -11%
IAG
2541
Investmark Advisory Group
Connecticut
$945K +$50.8K +53 +5%
ACM
2542
Ascent Capital Management
Oregon
$943K
BWG
2543
Boomfish Wealth Group
Georgia
$943K -$86.3K -90 -8%
OM
2544
OV Management
Minnesota
$940K +$5.75K +6 +0.6%
SIC
2545
SJS Investment Consulting
Ohio
$940K +$142K +148 +17%
PWA
2546
Providence Wealth Advisors
Illinois
$939K -$268K -280 -22%
LWM
2547
LongView Wealth Management
Georgia
$938K +$959 +1 +0.1%
CFG
2548
CKW Financial Group
Hawaii
$938K
BMC
2549
Bear Mountain Capital
Washington
$938K +$959 +1 +0.1%
CTC
2550
Cetera Trust Company
Minnesota
$934K