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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
2601
Planned Solutions
California
$306K – – –
6F
2602
626 Financial
Michigan
$306K -$10.5K -19 -3%
TWM
2603
Thrive Wealth Management
Pennsylvania
$306K -$1.66K -3 -0.6%
ICP
2604
Interchange Capital Partners
Pennsylvania
$306K -$98.8K -179 -25%
WIM
2605
Waycross Investment Management
Washington
$306K – – –
PFA
2606
Petra Financial Advisors
Colorado
$305K +$12.1K +22 +4%
WOSD
2607
WFA of San Diego
California
$305K -$4.42K -8 -1%
OWA
2608
Opal Wealth Advisors
New York
$305K +$50.2K +91 +20%
FFBTD
2609
First Financial Bank - Trust Division
Ohio
$304K – – –
CCG
2610
Chatham Capital Group
Georgia
$304K -$11K -20 -4%
TA
2611
Townsend & Associates
Colorado
$303K +$552 +1 +0.2%
BFG
2612
Beacon Financial Group
Texas
$303K – – –
TC
2613
Truvestments Capital
Florida
$302K +$14.4K +26 +5%
CCB
2614
Cutter & Co Brokerage
Missouri
$302K – – –
TA
2615
Tactive Advisors
Florida
$302K +$10.5K +19 +4%
JJBC
2616
James J. Burns & Company
New York
$301K – – –
GCA
2617
Gradient Capital Advisors
California
$301K -$6.07K -11 -2%
FAFN
2618
First Affirmative Financial Network
Colorado
$301K +$18.2K +33 +7%
UI
2619
Unconventional Investor
New Hampshire
$301K – – –
IW
2620
Imprint Wealth
South Carolina
$299K -$336K -609 -53%
DWMS
2621
Dominguez Wealth Management Solutions
Virginia
$299K -$5.52K -10 -2%
PNAA
2622
Pictet North America Advisors
Switzerland
$299K +$82.8K +150 +40%
MCM
2623
Monument Capital Management
Virginia
$298K +$23.2K +42 +9%
JCM
2624
Jacobsen Capital Management
Utah
$298K +$40.3K +73 +16%
RA
2625
Rise Advisors
New York
$298K – – –
103 104
105
106 107