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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
2701
Blue Bell Private Wealth Management
Pennsylvania
$111K +$100K +196 New
TC
2702
TAP Consulting
Missouri
$111K +$100K +196 New
IAS
2703
IMA Advisory Services
Colorado
$109K – – –
RK
2704
Rather & Kittrell
Tennessee
$109K +$98.9K +193 New
FC
2705
Family CFO
California
$108K +$97.3K +190 New
VRM
2706
Vectors Research Management
New York
$103K +$35.3K +69 +62%
EIM
2707
Essex Investment Management
Massachusetts
$102K – – –
WWMSC
2708
Wagner Wealth Management (South Carolina)
South Carolina
$102K +$7.68K +15 +9%
HR
2709
Hayden Royal
North Carolina
$102K +$92.2K +180 New
CCC
2710
Crescent Capital Consulting
Louisiana
$101K – – –
KFI
2711
Key Financial Inc
Pennsylvania
$100K +$4.61K +9 +5%
BHWM
2712
Beaird Harris Wealth Management
Texas
$100K +$90.7K +177 New
AFS
2713
Annapolis Financial Services
Maryland
$97K -$10.2K -20 -10%
APW
2714
Acima Private Wealth
Virginia
$97K – – –
DI
2715
Disciplined Investments
Oklahoma
$97K – – –
IBOK
2716
Independence Bank of Kentucky
Kentucky
$97K – – –
CWA
2717
Carolina Wealth Advisors
South Carolina
$97K +$5.12K +10 +6%
LWA
2718
Lowe Wealth Advisors
Maryland
$96K – – –
GFPC
2719
Global Financial Private Client
Florida
$95.4K +$76.8K +150 +833%
IFAM
2720
Institutional & Family Asset Management
Colorado
$95K -$16.9K -33 -17%
DWP
2721
Destiny Wealth Partners
Florida
$95K +$13.3K +26 +18%
TAM
2722
Tucker Asset Management
Colorado
$93K +$7.68K +15 +10%
IRAG
2723
Investment Research & Advisory Group
Georgia
$93K +$84K +164 New
JAM
2724
JCIC Asset Management
Ontario, Canada
$88K – – –
PFA
2725
Professional Financial Advisors
Nebraska
$86K – – –
107 108
109
110 111