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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HHRDM
2701
H&H Retirement Design & Management
Nevada
$207K +$209K +427 New
TWM
2702
Thrive Wealth Management
Pennsylvania
$207K -$28.3K -58 -11%
AIA
2703
Allied Investment Advisors
Montana
$206K -$30.8K -63 -12%
DI
2704
DDFG Inc
California
$206K +$220K +451 New
BFG
2705
Barber Financial Group
Kansas
$206K +$220K +451 New
MS
2706
Maven Securities
Jersey
$205K -$3.96M -8,103 -95%
KCMH
2707
Keywise Capital Management (HK)
Hong Kong
$205K +$220K +450 New
SFG
2708
Summit Financial Group
West Virginia
$205K – – –
LCM
2709
LVM Capital Management
Michigan
$205K +$219K +448 New
SPC
2710
Stewart & Patten Company
California
$205K -$24.4K -50 -10%
SC
2711
Sonen Capital
California
$204K – – –
HIGP
2712
Hill Investment Group Partners
Missouri
$204K +$218K +446 New
WF
2713
Whelan Financial
California
$203K +$218K +446 New
SL
2714
Sentinus LLC
Illinois
$203K +$13.2K +27 +7%
FIM
2715
FWL Investment Management
Texas
$203K +$217K +445 New
NCM
2716
Noesis Capital Mangement
Florida
$202K +$216K +442 New
MKA
2717
M. Kulyk & Associates
Georgia
$202K – – –
RWM
2718
RBA Wealth Management
California
$201K – – –
AWP
2719
Atlas Wealth Partners
Pennsylvania
$201K +$191K +390 New
AWP
2720
Abacus Wealth Partners
California
$201K -$7.82K -16 -4%
PWA
2721
PCG Wealth Advisors
Kansas
$201K -$211K -432 -50%
SL
2722
Summitry LLC
California
$201K -$25.4K -52 -11%
FCMT
2723
Founders Capital Management (Texas)
Texas
$200K – – –
AWM
2724
Accel Wealth Management
Iowa
$198K +$8.8K +18 +4%
EBA
2725
Eagle Bay Advisors
New York
$195K -$489 -1 -0.2%
107 108
109
110 111