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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
2676
Core Alternative Capital
Georgia
$137K +$7.8K +15 +5%
AWM
2677
Abound Wealth Management
Tennessee
$133K +$146K +281 New
KFP
2678
KB Financial Partners
New Jersey
$132K – – –
SWA
2679
SOA Wealth Advisors
New York
$131K +$25.5K +49 +21%
HWA
2680
HHM Wealth Advisors
Tennessee
$127K -$76.5K -147 -35%
LJHT
2681
Laurie J. Hall Trustee
$126K – – –
TSW
2682
Thompson Siegel & Walmsley
Virginia
$125K – – –
SWM
2683
Stapp Wealth Management
Washington
$120K +$132K +254 New
PG
2684
Proffitt & Goodson
Tennessee
$114K -$3.12K -6 -2%
ARIS
2685
Advanced Research Investment Solutions
California
$114K +$113K +217 +868%
CSPAM
2686
Cary Street Partners Asset Management
Virginia
$114K +$126K +242 New
KFS
2687
Kelly Financial Services
Massachusetts
$113K -$2.6K -5 -2%
SC
2688
Seldon Capital
California
$112K – – –
CMP
2689
Coston McIsaac & Partners
Maine
$109K -$520 -1 -0.4%
CFFP
2690
Center for Financial Planning
Michigan
$109K – – –
IFA
2691
Interactive Financial Advisors
Illinois
$109K – – –
WFA
2692
West Financial Advisors
Iowa
$109K – – –
PP
2693
PFS Partners
New Jersey
$108K – – –
TF
2694
TimeScale Financial
Massachusetts
$105K +$10.4K +20 +10%
RCM
2695
Ravenstone Capital Management
$102K – – –
ACM
2696
Adalta Capital Management
New York
$102K -$5.2K -10 -4%
DCBT
2697
Dakota Community Bank & Trust
North Dakota
$100K +$110K +211 New
GFPC
2698
Global Financial Private Client
Florida
$97.9K – – –
WWMSC
2699
Wagner Wealth Management (South Carolina)
South Carolina
$97K +$9.88K +19 +10%
FA
2700
Financial Avengers
California
$96K +$5.2K +10 +5%
106 107
108
109 110