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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
2576
Waterway Wealth Management
Texas
$996K +$725K +729 +263%
DMBA
2577
Deseret Mutual Benefit Administrators
Utah
$995K
HAIM
2578
Hunter Associates Investment Management
Pennsylvania
$993K
TFA
2579
Trinity Financial Advisors
Ohio
$993K
PP
2580
PrairieView Partners
Minnesota
$990K +$2.98K +3 +0.3%
PAM
2581
Parvin Asset Management
South Dakota
$990K
UOC
2582
UBS O'Connor
Illinois
$990K
RHJA
2583
Rice Hall James & Associates
California
$990K +$994K +1,000 New
FFG
2584
Frisch Financial Group
New York
$987K +$327K +329 +49%
CS
2585
Capital Square
Tennessee
$987K +$32.8K +33 +3%
CWM
2586
Concentrum Wealth Management
California
$986K +$213K +214 +27%
GWM
2587
Greenwich Wealth Management
Connecticut
$986K -$1.99K -2 -0.2%
LFS
2588
Littlejohn Financial Services
Oregon
$985K -$19.9K -20 -2%
BSB
2589
Bangor Savings Bank
Maine
$984K
SIS
2590
Sound Income Strategies
Florida
$982K +$5.96K +6 +0.6%
RFW
2591
Rainier Family Wealth
Washington
$977K +$58.6K +59 +6%
VV
2592
Verity & Verity
South Carolina
$976K
EC
2593
EdgeRock Capital
Colorado
$976K +$279K +281 +40%
WAM
2594
Weinberger Asset Management
California
$973K +$1.99K +2 +0.2%
PFA
2595
Pettinga Financial Advisors
Indiana
$970K -$3.98K -4 -0.4%
Walleye Capital
2596
Walleye Capital
New York
$969K -$302K -304 -24%
TIP
2597
Tandem Investment Partners
New Jersey
$969K +$112K +113 +13%
BW
2598
Blalock Williams
Alabama
$967K -$33.8K -34 -3%
WIM
2599
Waycross Investment Management
Washington
$966K -$2.98K -3 -0.3%
BFA
2600
Beacon Financial Advisory
Ohio
$965K +$170K +171 +21%