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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
DI
2701
Disciplined Investments
Oklahoma
$96K +$5.72K +11 +6%
SPWM
2702
Spartan Planning & Wealth Management
North Carolina
$96K +$106K +204 New
EARNEST Partners
2703
EARNEST Partners
Georgia
$95K
BBPWM
2704
Blue Bell Private Wealth Management
Pennsylvania
$94K -$520 -1 -0.5%
CWA
2705
Carolina Wealth Advisors
South Carolina
$92K +$5.2K +10 +5%
BA
2706
Bellwether Advisors
Nebraska
$92K +$36.9K +71 +57%
AA
2707
AlphaMark Advisors
Kentucky
$91K -$26K -50 -21%
IAS
2708
IMA Advisory Services
Colorado
$91K
FC
2709
Family CFO
California
$89.7K
IWP
2710
IAG Wealth Partners
Wisconsin
$88K -$29.6K -57 -23%
GCM
2711
Gables Capital Management
Florida
$88K
SGA
2712
Seaport Global Advisors
Massachusetts
$86K -$180K -346 -66%
EIM
2713
Essex Investment Management
Massachusetts
$85K
PPWM
2714
PFG Private Wealth Management
Florida
$85K +$2.08K +4 +2%
MAWCM
2715
Mine & Arao Wealth Creation & Management
California
$85K +$3.12K +6 +3%
AWM
2716
Avondale Wealth Management
Texas
$84K +$52K +100 +128%
WIM
2717
Westside Investment Management
California
$83K
AFS
2718
Annapolis Financial Services
Maryland
$81K
APW
2719
Acima Private Wealth
Virginia
$80.3K
FMP
2720
Financial Management Professionals
Texas
$79K +$2.6K +5 +3%
JAM
2721
JCIC Asset Management
Ontario, Canada
$78K
ST
2722
Sageworth Trust
Pennsylvania
$76K -$234K -449 -74%
TAM
2723
Tucker Asset Management
Colorado
$76K +$1.04K +2 +1%
IFAM
2724
Institutional & Family Asset Management
Colorado
$74K
NC
2725
Nightview Capital
Texas
$74K