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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
HP
2601
Holistic Planning
Texas
$981K +$104K +104 +11%
MFG
2602
Menard Financial Group
Texas
$981K +$141K +142 +16%
BDFN
2603
Bond & Devick Financial Network
Minnesota
$979K -$52.8K -53 -5%
HFRG
2604
Houlihan Financial Resource Group
Virginia
$979K
OMIC
2605
Old Mission Investment Co
Michigan
$978K +$1.04M +1,045 New
IWA
2606
IBEX Wealth Advisors
New Jersey
$977K +$58.8K +59 +6%
SFC
2607
SYM Financial Corp
Indiana
$977K -$591K -593 -36%
DWMS
2608
Dominguez Wealth Management Solutions
Virginia
$975K
OAM
2609
Occidental Asset Management
California
$974K +$28.9K +29 +3%
HAIM
2610
Hunter Associates Investment Management
Pennsylvania
$973K +$6.97K +7 +0.7%
IFU
2611
iSAM Funds (UK)
United Kingdom
$973K +$718K +721 +226%
EI
2612
Ellevest Inc
New York
$972K +$33M +33,128 +4,193%
Fuller & Thaler Asset Management
2613
Fuller & Thaler Asset Management
California
$972K
PP
2614
Postrock Partners
Oregon
$971K
CFG
2615
CKW Financial Group
Hawaii
$970K +$1.99K +2 +0.2%
BMWS
2616
Brady Martz Wealth Solutions
North Dakota
$970K -$2.99K -3 -0.3%
BOPW
2617
Brandywine Oak Private Wealth
Pennsylvania
$969K -$127K -127 -11%
GRR
2618
Golden Reserve Retirement
Ohio
$967K +$590K +592 +134%
CastleKeep Investment Advisors
2619
CastleKeep Investment Advisors
Connecticut
$966K -$73.7K -74 -7%
IIC
2620
Integrated Investment Consultants
Michigan
$966K -$68.7K -69 -6%
AWG
2621
Altus Wealth Group
Colorado
$966K +$40.9K +41 +4%
HI
2622
Harper Investing
California
$965K +$178K +179 +21%
QFW
2623
QTR Family Wealth
Florida
$964K -$62.8K -63 -6%
DPI
2624
Diversified Portfolios Inc
Michigan
$962K +$519K +521 +103%
AFA
2625
Antonelli Financial Advisors
Michigan
$961K -$49.8K -50 -5%