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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2676
Touchstone Capital
Pennsylvania
$794K +$821K +857 New
CAM
2677
Councilmark Asset Management
Tennessee
$791K – – –
SFS
2678
Symphony Financial Services
Ohio
$791K +$303K +316 +59%
MCM
2679
Monarch Capital Management
Indiana
$790K -$959 -1 -0.1%
VW
2680
Vantage Wealth
California
$789K – – –
PWW
2681
Pettyjohn Wood & White
Virginia
$787K – – –
BCG
2682
Bravias Capital Group
New Jersey
$782K -$8.63K -9 -1%
OBWG
2683
Onyx Bridge Wealth Group
New York
$780K -$12.5K -13 -2%
CFMC
2684
Curbstone Financial Management Corp
New Hampshire
$779K +$67.1K +70 +9%
JC
2685
JB Capital
Connecticut
$779K +$29.7K +31 +4%
WC
2686
Weil Company
California
$779K -$1.92K -2 -0.2%
SFWC
2687
Strategic Family Wealth Counselors
New Jersey
$779K – – –
CWMGO
2688
Capstone Wealth Management Group (Oregon)
Oregon
$777K +$5.75K +6 +0.7%
VAM
2689
Virtue Asset Management
Illinois
$776K +$803K +838 New
WF
2690
Womack Financial
Texas
$775K +$1.92K +2 +0.2%
MEAC
2691
M.E. Allison & Co
Texas
$771K – – –
PP
2692
Pacifica Partners
Canada
$770K -$20.1K -21 -2%
EI
2693
Ellevest Inc
New York
$770K -$134K -140 -14%
AIC
2694
Archer Investment Corporation
Indiana
$768K -$307K -320 -28%
OAM
2695
Occidental Asset Management
California
$768K +$131K +137 +20%
PIMG
2696
Patriot Investment Management Group
Tennessee
$767K -$8.63K -9 -1%
CAG
2697
Centerpoint Advisory Group
Kansas
$765K – – –
TCB
2698
Texas Capital Bancshares
Texas
$762K -$404K -422 -34%
BAM
2699
Berkshire Asset Management
Pennsylvania
$760K – – –
CWM
2700
CCG Wealth Management
California
$760K +$23K +24 +3%
106 107
108
109 110