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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2651
Howard Financial Services
Texas
$853K +$4.88K +5 +0.6%
CGA
2652
Crescent Grove Advisors
Illinois
$853K -$68.2K -70 -7%
MEG
2653
Millstone Evans Group
Colorado
$853K – – –
MAM
2654
McLean Asset Management
Virginia
$851K +$18.5K +19 +2%
CWA
2655
Centennial Wealth Advisory
Michigan
$848K +$65.3K +67 +8%
TFO
2656
Tarbox Family Office
California
$846K -$2.92K -3 -0.3%
BAM
2657
Berkshire Asset Management
Pennsylvania
$841K +$37K +38 +5%
MW
2658
Marcum Wealth
Ohio
$839K +$61.4K +63 +8%
CAG
2659
Cypress Advisory Group
Arizona
$837K -$522K -535 -38%
BCG
2660
Bravias Capital Group
New Jersey
$837K -$233K -239 -21%
NCM
2661
New Capital Management
Texas
$836K – – –
PC
2662
Promus Capital
Illinois
$832K +$33.1K +34 +4%
MWM
2663
MGB Wealth Management
Texas
$831K +$327K +335 +62%
PP
2664
Pacifica Partners
Canada
$831K -$46.8K -48 -5%
OBWG
2665
Onyx Bridge Wealth Group
New York
$830K +$40.9K +42 +5%
NP
2666
Ninepoint Partners
Ontario, Canada
$829K -$213K -218 -20%
KIC
2667
Kensington Investment Counsel
California
$829K -$20.5K -21 -2%
CAM
2668
Close Asset Management
United Kingdom
$828K -$379K -389 -31%
PSA
2669
Plum Street Advisors
Louisiana
$827K – – –
EFSCE
2670
Enterprise Financial Services Corp (EFSC)
Missouri
$824K +$1.95K +2 +0.2%
SF
2671
Safeguard Financial
Wisconsin
$823K -$94.6K -97 -10%
CMAI
2672
Capital Management Associates Inc
Minnesota
$823K +$366K +375 +76%
PGAM
2673
Princeton Global Asset Management
New Jersey
$822K -$121K -124 -12%
BWG
2674
Beta Wealth Group
California
$820K -$6.83K -7 -0.8%
RT
2675
Rockland Trust
Massachusetts
$819K -$225K -231 -21%
105 106
107
108 109