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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
2626
Blue Zone Wealth Advisors
California
$875K -$350K -359 -28%
MWS
2627
MFA Wealth Services
California
$874K +$975 +1 +0.1%
PHS
2628
Pekin Hardy Strauss
Illinois
$874K +$170K +174 +23%
Fidelity International
2629
Fidelity International
Bermuda
$872K -$132K -135 -13%
SVWG
2630
Shared Vision Wealth Group
United States
$871K
SIM
2631
SSI Investment Management
California
$871K
PIM
2632
Provident Investment Management
Michigan
$870K
AWM
2633
Austin Wealth Management
Texas
$870K +$115K +118 +15%
LOPW
2634
Live Oak Private Wealth
North Carolina
$869K
SAM
2635
Sherman Asset Management
California
$868K
BFWA
2636
Benchmark Financial Wealth Advisors
Florida
$867K -$4.88K -5 -0.5%
CIAS
2637
CFS Investment Advisory Services
New Jersey
$867K +$20.5K +21 +2%
LA
2638
Lifeworks Advisors
Michigan
$865K +$19.5K +20 +2%
IWA
2639
Inspirion Wealth Advisors
Illinois
$865K +$58.5K +60 +7%
AFM
2640
Abbot Financial Management
Massachusetts
$863K +$1.95K +2 +0.2%
GFG
2641
Goldstone Financial Group
Illinois
$862K +$307K +315 +53%
ABWM
2642
Alpine Bank Wealth Management
Colorado
$862K +$888K +911 New
MFS
2643
Miller Financial Services
Michigan
$861K -$622K -638 -41%
UW
2644
Unique Wealth
Florida
$861K +$51.7K +53 +6%
CMP
2645
Courage Miller Partners
Virginia
$861K
AFA
2646
AA Financial Advisors
Ohio
$860K +$34.1K +35 +4%
SHWM
2647
Smith & Howard Wealth Management
Georgia
$858K -$12.7K -13 -1%
GAM
2648
Gemmer Asset Management
California
$858K +$57.5K +59 +7%
CS
2649
Crescent Sterling
Louisiana
$858K +$91.6K +94 +12%
CAM
2650
Councilmark Asset Management
Tennessee
$856K