We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
2651
Delta Investment Management
California
$954K +$458K +460 +82%
AWP
2652
Accretive Wealth Partners
New Jersey
$952K +$34.9K +35 +4%
OFG
2653
Omega Financial Group
California
$951K – – –
MAC
2654
Mason & Associates (California)
California
$949K -$148K -149 -13%
MCM
2655
Magnolia Capital Management
New York
$947K +$3.98K +4 +0.4%
CFA
2656
Collaborative Fund Advisors
Nevada
$947K -$1.57M -1,574 -61%
WPWM
2657
Western Pacific Wealth Management
Illinois
$946K -$11K -11 -1%
WEG
2658
World Equity Group
Illinois
$946K +$55.8K +56 +6%
CL
2659
CLG LLC
California
$946K -$69.7K -70 -6%
BFA
2660
Buttonwood Financial Advisors
Maryland
$945K -$40.9K -41 -4%
FAM
2661
Fred Alger Management
New York
$941K -$2.77M -2,780 -73%
BSB
2662
Bangor Savings Bank
Maine
$941K -$32.9K -33 -3%
VWM
2663
Valley Wealth Managers
New Jersey
$941K +$30.9K +31 +3%
BCG
2664
Breakwater Capital Group
New Jersey
$941K +$47.8K +48 +5%
PFWA
2665
Paces Ferry Wealth Advisors
Georgia
$939K +$1.99K +2 +0.2%
PWW
2666
Pettyjohn Wood & White
Virginia
$938K – – –
RW
2667
RVW Wealth
California
$937K -$32.9K -33 -3%
SFG
2668
Synergy Financial Group
California
$935K -$29.9K -30 -3%
PAM
2669
Parvin Asset Management
South Dakota
$935K – – –
QFA
2670
Quattro Financial Advisors
Texas
$935K – – –
RHJA
2671
Rice Hall James & Associates
California
$935K +$996K +1,000 New
RCA
2672
Ranch Capital Advisors
Florida
$935K +$102K +102 +11%
RA
2673
Range Advisory
Virginia
$935K -$115K -115 -10%
RA
2674
Rubicon Advisors
California
$934K -$996 -1 -0.1%
SFWA
2675
Summit Financial Wealth Advisors
Louisiana
$932K +$89.7K +90 +10%
105 106
107
108 109