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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
2551
Alpine Bank Wealth Management
Colorado
$933K +$53.7K +56 +6%
MCM
2552
Magnolia Capital Management
New York
$933K – – –
ODIJL
2553
One Day In July LLC
Vermont
$933K -$36.4K -38 -4%
HAIM
2554
Hunter Associates Investment Management
Pennsylvania
$930K +$959 +1 +0.1%
MAA
2555
Mraz Amerine & Associates
California
$929K -$13.4K -14 -1%
TFA
2556
Trinity Financial Advisors
Ohio
$928K – – –
BZWA
2557
Blue Zone Wealth Advisors
California
$928K +$123K +128 +15%
PAM
2558
Parvin Asset Management
South Dakota
$926K – – –
AIP
2559
Almanack Investment Partners
Pennsylvania
$925K +$958K +999 New
GWM
2560
Greenwich Wealth Management
Connecticut
$922K – – –
CPW
2561
Catalyst Private Wealth
California
$919K -$24K -25 -2%
WAM
2562
Weinberger Asset Management
California
$919K +$9.59K +10 +1%
WSFG
2563
Wall Street Financial Group
Illinois
$918K +$167K +174 +21%
TIP
2564
Tandem Investment Partners
New Jersey
$916K +$10.5K +11 +1%
ORAM
2565
One River Asset Management
Connecticut
$915K +$947K +988 New
VW
2566
Vance Wealth
California
$914K -$93.9K -98 -9%
BFM
2567
Boothbay Fund Management
New York
$913K -$21.8M -22,765 -96%
VV
2568
Verity & Verity
South Carolina
$913K – – –
PFA
2569
Pettinga Financial Advisors
Indiana
$908K +$959 +1 +0.1%
BCG
2570
Breakwater Capital Group
New Jersey
$905K -$144K -150 -13%
LIA
2571
Limestone Investment Advisors
New York
$904K +$936K +977 New
GC
2572
Gibson Capital
Pennsylvania
$903K +$314K +328 +51%
TL
2573
Tradewinds LLC
North Carolina
$902K +$679K +708 +266%
OHWA
2574
Oak Hill Wealth Advisors
Virginia
$900K +$1.92K +2 +0.2%
BMWM
2575
Brown Miller Wealth Management
Virginia
$899K -$264K -275 -22%
101 102
103
104 105