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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
2576
Papamarkou Wellner Asset Management
New York
$1.01M – – –
FWM
2577
Finer Wealth Management
Massachusetts
$1.01M +$311K +312 +41%
SIAG
2578
Signet Investment Advisory Group
Rhode Island
$1.01M -$35.9K -36 -3%
SVWG
2579
Shared Vision Wealth Group
United States
$1.01M +$1.99K +2 +0.2%
IWN
2580
Independent Wealth Network
Iowa
$1.01M -$20.9K -21 -2%
TTA
2581
Thor Trading Advisors
Pennsylvania
$1.01M +$1.07M +1,076 New
HHAA
2582
Henry H. Armstrong Associates
Pennsylvania
$1M – – –
OWM
2583
OneAscent Wealth Management
Alabama
$1M +$184K +185 +21%
EPW
2584
Elevated Private Wealth
Wisconsin
$1M +$1.07M +1,070 New
DWA
2585
Delap Wealth Advisory
Oregon
$1M -$58.8K -59 -5%
TIA
2586
TCFG Investment Advisors
California
$998K +$2.99K +3 +0.3%
NS
2587
Northland Securities
Minnesota
$994K +$1.99K +2 +0.2%
MHC
2588
May Hill Capital
Massachusetts
$992K -$92.7K -93 -8%
HC
2589
Henshaw Capital
Massachusetts
$992K -$253K -254 -19%
SFS
2590
Sunrise Financial Services
Washington
$992K – – –
AAG
2591
Armstrong Advisory Group
Massachusetts
$990K -$996 -1 -0.1%
EA
2592
Eclectic Associates
California
$989K -$23.9K -24 -2%
GHA
2593
GW Henssler & Associates
Georgia
$987K -$108K -108 -9%
CGA
2594
Crescent Grove Advisors
Illinois
$986K -$49.8K -50 -5%
ZCP
2595
Z3 Capital Partners
Virginia
$985K -$14.9K -15 -1%
WI
2596
WrapManager Inc
California
$985K -$46.8K -47 -4%
TFP
2597
Tilia Fiduciary Partners
North Carolina
$983K -$33.9K -34 -3%
HP
2598
Holistic Planning
Texas
$981K +$104K +104 +11%
MFG
2599
Menard Financial Group
Texas
$981K +$141K +142 +16%
BDFN
2600
Bond & Devick Financial Network
Minnesota
$979K -$52.8K -53 -5%
102 103
104
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