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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2626
Berkshire Asset Management
Pennsylvania
$959K +$6.97K +7 +0.7%
ACP
2627
Argyle Capital Partners
California
$959K +$123K +123 +14%
LOWM
2628
Laurel Oak Wealth Management
New Jersey
$959K +$14.9K +15 +1%
RFS
2629
Richardson Financial Services
Massachusetts
$959K +$7.97K +8 +0.8%
IAS
2630
Integrity Advisory Solutions
Texas
$958K +$383K +384 +60%
BIM
2631
Barton Investment Management
Pennsylvania
$958K – – –
HCA
2632
Hardworking Capital Advisors
California
$956K +$18.9K +19 +2%
DIM
2633
Delta Investment Management
California
$954K +$458K +460 +82%
AWP
2634
Accretive Wealth Partners
New Jersey
$952K +$34.9K +35 +4%
OFG
2635
Omega Financial Group
California
$951K – – –
MAC
2636
Mason & Associates (California)
California
$949K -$148K -149 -13%
MCM
2637
Magnolia Capital Management
New York
$947K +$3.98K +4 +0.4%
CFA
2638
Collaborative Fund Advisors
Nevada
$947K -$1.57M -1,574 -61%
WPWM
2639
Western Pacific Wealth Management
Illinois
$946K -$11K -11 -1%
WEG
2640
World Equity Group
Illinois
$946K +$55.8K +56 +6%
CL
2641
CLG LLC
California
$946K -$69.7K -70 -6%
BFA
2642
Buttonwood Financial Advisors
Maryland
$945K -$40.9K -41 -4%
FAM
2643
Fred Alger Management
New York
$941K -$2.77M -2,780 -73%
BSB
2644
Bangor Savings Bank
Maine
$941K -$32.9K -33 -3%
VWM
2645
Valley Wealth Managers
New Jersey
$941K +$30.9K +31 +3%
BCG
2646
Breakwater Capital Group
New Jersey
$941K +$47.8K +48 +5%
PFWA
2647
Paces Ferry Wealth Advisors
Georgia
$939K +$1.99K +2 +0.2%
PWW
2648
Pettyjohn Wood & White
Virginia
$938K – – –
RW
2649
RVW Wealth
California
$937K -$32.9K -33 -3%
SFG
2650
Synergy Financial Group
California
$935K -$29.9K -30 -3%
104 105
106
107 108