We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PAW
2651
Plan A Wealth
Nebraska
$861K +$53.5K +59 +6%
CTC
2652
Cetera Trust Company
Minnesota
$861K -$9.06K -10 -1%
EPIMS
2653
Evelyn Partners Investment Management Services
$860K -$76.1K -84 -8%
GWM
2654
Greenwich Wealth Management
Connecticut
$859K – – –
BZWA
2655
Blue Zone Wealth Advisors
California
$856K -$9.06K -10 -1%
SRL
2656
Scientech Research LLC
New Jersey
$856K +$900K +993 New
PWA
2657
Pitcairn Wealth Advisors
Pennsylvania
$855K +$898K +991 New
PCWA
2658
Pacific Capital Wealth Advisors
California
$854K -$30.8K -34 -3%
CWA
2659
Clearview Wealth Advisors
Oregon
$851K -$101K -112 -10%
BAM
2660
Berkshire Asset Management
Pennsylvania
$850K +$149K +164 +20%
AWG
2661
Altus Wealth Group
Colorado
$848K +$27.2K +30 +3%
AP
2662
Anchyra Partners
Georgia
$848K +$891K +983 New
1CP
2663
1015 Capital Partners
Pennsylvania
$847K +$890K +982 New
AF
2664
Atala Financial
California
$846K -$181K -200 -17%
IF
2665
Intrua Financial
Texas
$845K +$10.9K +12 +1%
PSP
2666
Principal Street Partners
Tennessee
$844K -$107K -118 -11%
FNB
2667
Farmers National Bank
Kentucky
$843K +$358K +395 +68%
CJ
2668
Caitlin John
Michigan
$843K +$742K +819 +515%
SSC
2669
Syverson Strege & Co
Iowa
$843K -$58.9K -65 -6%
OFG
2670
Omega Financial Group
California
$841K -$560K -618 -39%
WAM
2671
Weinberger Asset Management
California
$839K -$17.2K -19 -2%
GA
2672
GFS Advisors
Texas
$838K +$21.7K +24 +3%
MWS
2673
MFA Wealth Services
California
$837K +$23.6K +26 +3%
NA
2674
Nestegg Advisors
New York
$837K – – –
NDBT
2675
North Dallas Bank & Trust
Texas
$836K +$879K +970 New
105 106
107
108 109