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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
IFO
2551
Independent Family Office
New York
$260K +$16.1K +33 +6%
HPWA
2552
Hall Private Wealth Advisors
North Carolina
$260K +$279K +570 New
CAM
2553
CenterStar Asset Management
Illinois
$260K
BHWM
2554
Beaird Harris Wealth Management
Texas
$260K +$36.6K +75 +15%
JSAM
2555
J. Safra Asset Management
New York
$258K +$277K +567 New
LS
2556
Livforsakringsbolaget Skandia
Sweden
$258K +$23.5K +48 +9%
CCG
2557
Coastwise Capital Group
California
$257K +$4.89K +10 +2%
CCM
2558
Canal Capital Management
Virginia
$257K +$21.5K +44 +8%
PTC
2559
Petrus Trust Company
Texas
$257K +$63K +129 +30%
THL
2560
Tillman Hartley LLC
Colorado
$257K +$275K +562 New
YWS
2561
Yarger Wealth Strategies
Ohio
$257K +$489 +1 +0.2%
MAC
2562
Mason & Associates (California)
California
$255K +$489 +1 +0.2%
BDFN
2563
Bond & Devick Financial Network
Minnesota
$255K -$24.4K -50 -8%
TCWM
2564
Total Clarity Wealth Management
Illinois
$255K -$29.8K -61 -10%
UCB
2565
United Community Bank
South Carolina
$255K -$228K -467 -46%
PSF
2566
Pacific Sun Financial
California
$255K -$26.9K -55 -9%
AF
2567
Affiance Financial
Minnesota
$254K +$65K +133 +31%
CA
2568
Commerzbank Aktiengesellschaft
Germany
$254K
CWAF
2569
Core Wealth Advisors (Florida)
Florida
$254K +$31.3K +64 +13%
SAM
2570
Secure Asset Management
Michigan
$254K +$272K +556 New
FFA
2571
Fragasso Financial Advisors
Pennsylvania
$253K -$14.2K -29 -5%
SIC
2572
Samalin Investment Counsel
New York
$252K +$489 +1 +0.2%
MCIA
2573
Mountain Capital Investment Advisors
Colorado
$252K +$489 +1 +0.2%
Cohen & Steers
2574
Cohen & Steers
New York
$252K
ES
2575
ETF Store
Kansas
$251K +$489 +1 +0.2%