We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2601
Apexium Financial
Texas
$536K -$22.1K -31 -4%
IWM
2602
Iams Wealth Management
Nebraska
$536K +$1.43K +2 +0.3%
MCWA
2603
Meadow Creek Wealth Advisors
Georgia
$535K +$236K +331 +83%
TIM
2604
Thompson Investment Management
Wisconsin
$535K – – –
FA
2605
Fiducient Advisors
Illinois
$534K -$11.4K -16 -2%
FM
2606
Family Management
New York
$533K -$15K -21 -3%
PPC
2607
Park Place Capital
Alabama
$532K -$218K -305 -30%
CBB
2608
Citizens Business Bank
California
$530K – – –
FCM
2609
Firestone Capital Management
Florida
$530K -$714 -1 -0.1%
FFB
2610
First Financial Bankshares
Texas
$528K +$25.7K +36 +5%
RCWM
2611
Royal Capital Wealth Management
Indiana
$528K – – –
LCM
2612
Lazari Capital Management
California
$528K -$32.8K -46 -6%
SIS
2613
Sound Income Strategies
Florida
$527K +$34.3K +48 +7%
DIA
2614
Davidson Investment Advisors
Montana
$527K +$14.3K +20 +3%
AWM
2615
Abound Wealth Management
Tennessee
$526K +$9.28K +13 +2%
SMG
2616
Smart Money Group
Texas
$526K +$177K +248 +52%
TLCM
2617
Twin Lakes Capital Management
California
$526K – – –
BFA
2618
Bill Few Associates
Pennsylvania
$525K -$7.14K -10 -1%
PAM
2619
Palisade Asset Management
Minnesota
$524K -$25K -35 -5%
HP
2620
Hyperion Partners
Pennsylvania
$523K -$59.3K -83 -10%
LWM
2621
Lakeridge Wealth Management
Ohio
$523K -$35.7K -50 -7%
AMBIA
2622
Allen Mooney & Barnes Investment Advisors
Georgia
$521K +$5K +7 +1%
AWP
2623
Ascent Wealth Partners
New York
$520K – – –
BAM
2624
BOS Asset Management
Illinois
$519K – – –
BCP
2625
Berkeley Capital Partners
Georgia
$519K – – –
103 104
105
106 107