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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
2601
WFA of San Diego
California
$295K -$908K -1,795 -77%
CRIG
2602
Charter Research & Investment Group
Connecticut
$294K
CG
2603
Clifford Group
Massachusetts
$294K +$10.1K +20 +4%
CG
2604
Castellan Group
Kentucky
$294K +$260K +514 New
TWM
2605
Thrive Wealth Management
Pennsylvania
$294K -$3.54K -7 -1%
GCA
2606
Gradient Capital Advisors
California
$293K +$3.04K +6 +1%
BFG
2607
Beacon Financial Group
Texas
$293K +$16.2K +32 +6%
CWG
2608
Crown Wealth Group
North Carolina
$292K -$26.8K -53 -9%
SCM
2609
Stordahl Capital Management
Colorado
$292K
IWA
2610
Inspirion Wealth Advisors
Illinois
$292K +$274K +542 New
PS
2611
Planned Solutions
California
$292K
SCA
2612
Stonebridge Capital Advisors
Minnesota
$292K +$22.3K +44 +9%
CA
2613
Calton & Associates
Florida
$291K -$70.3K -139 -20%
WIM
2614
Waycross Investment Management
Washington
$291K +$506 +1 +0.2%
DWMS
2615
Dominguez Wealth Management Solutions
Virginia
$291K -$17.2K -34 -6%
SOAG
2616
Silver Oak Advisory Group
Oregon
$290K +$506 +1 +0.2%
FFBTD
2617
First Financial Bank - Trust Division
Ohio
$290K -$42K -83 -13%
SI
2618
Saxon Interests
Texas
$289K +$16.2K +32 +6%
PC
2619
Port Capital
Illinois
$289K +$272K +537 New
ES
2620
ETF Store
Kansas
$289K +$9.11K +18 +4%
CCA
2621
Cottonwood Capital Advisors
Utah
$288K -$6.58K -13 -2%
CRI
2622
Commonwealth Retirement Investments
Virginia
$287K
CIC
2623
Cornercap Investment Counsel
Georgia
$287K +$7.08K +14 +3%
CCB
2624
Cutter & Co Brokerage
Missouri
$287K -$150K -297 -36%
JJBC
2625
James J. Burns & Company
New York
$287K -$46K -91 -15%