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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
SPP
2551
Single Point Partners
Massachusetts
$240K -$60.9K -119 -22%
RWM
2552
Reston Wealth Management
Virginia
$239K +$215K +420 New
AIM
2553
Avity Investment Management
Connecticut
$238K +$215K +420 New
PGAM
2554
Princeton Global Asset Management
New Jersey
$237K -$92.2K -180 -30%
PWP
2555
Pursue Wealth Partners
California
$237K +$214K +417 New
CNWM
2556
Clay Northam Wealth Management
California
$237K +$214K +418 New
WFAG
2557
Wescott Financial Advisory Group
Pennsylvania
$237K +$214K +418 New
BB
2558
Bell Bank
North Dakota
$236K +$213K +415 New
ES
2559
ETF Store
Kansas
$236K +$235K +459 New
SICM
2560
Sustainable Insight Capital Management
New York
$235K -$118K -231 -36%
SLWA
2561
San Luis Wealth Advisors
California
$235K +$212K +414 New
HWM
2562
Hemington Wealth Management
Virginia
$234K -$245K -479 -44%
CAM
2563
CenterStar Asset Management
Illinois
$234K – – –
AWAP
2564
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$234K +$211K +412 New
FWM
2565
Fortress Wealth Management
California
$234K +$212K +413 New
WFM
2566
Wolff Financial Management
Michigan
$234K +$212K +413 New
AF
2567
Aldebaran Financial
$233K +$210K +410 New
PFS Investments
2568
PFS Investments
Georgia
$233K +$210K +410 New
BCM
2569
Boltwood Capital Management
California
$233K +$211K +411 New
SFG
2570
Snider Financial Group
Washington
$232K – – –
GPA
2571
Guerra Pan Advisors
New Jersey
$232K +$209K +408 New
SDAM
2572
Shulman DeMeo Asset Management
New York
$231K +$208K +406 New
FNBTCON
2573
First National Bank & Trust Co of Newtown
Pennsylvania
$231K +$208K +407 New
CWP
2574
Concord Wealth Partners
Virginia
$230K +$86.6K +169 +71%
CCP
2575
Cassia Capital Partners
North Carolina
$229K +$207K +404 New