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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
2701
Landaas & Company
Wisconsin
$250K – – –
BZWA
2702
Blue Zone Wealth Advisors
California
$249K +$12.7K +25 +6%
SHJ
2703
Sharkey, Howes & Javer
Colorado
$249K – – –
RS
2704
Retirement Solution
Washington
$249K -$37.9K -75 -14%
V
2705
ViaWealth
Kansas
$249K -$24.8K -49 -10%
FF
2706
Friedenthal Financial
New Jersey
$249K +$506 +1 +0.2%
SDAM
2707
Shulman DeMeo Asset Management
New York
$249K +$2.02K +4 +0.9%
HG
2708
Harbor Group
New Hampshire
$248K -$3.04K -6 -1%
BIP
2709
Blue Investment Partners
California
$248K – – –
HC
2710
Hamilton Capital
Ohio
$247K -$506 -1 -0.2%
AWC
2711
Abundance Wealth Counselors
Pennsylvania
$247K – – –
BWM
2712
Bulltick Wealth Management
Florida
$246K -$194K -383 -46%
BCM
2713
Bourgeon Capital Management
Connecticut
$246K – – –
SCM
2714
Stonehearth Capital Management
Massachusetts
$246K – – –
CWM
2715
Curi Wealth Management
North Carolina
$245K – – –
AIM
2716
Avity Investment Management
Connecticut
$245K +$230K +455 New
JCM
2717
Jacobsen Capital Management
Utah
$245K +$230K +455 New
MSWM
2718
McGlone Suttner Wealth Management
Wisconsin
$244K +$7.08K +14 +3%
PCI
2719
Planning Center Inc
Illinois
$243K -$239K -473 -51%
AWAP
2720
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$243K – – –
DI
2721
DDFG Inc
California
$243K – – –
PAG
2722
Paladin Advisory Group
Iowa
$243K – – –
BSI
2723
Bennett Selby Investments
Maine
$243K +$20.7K +41 +10%
VFP
2724
Verus Financial Partners
Virginia
$242K -$6.07K -12 -3%
SFG
2725
Summit Financial Group
West Virginia
$242K – – –
107 108
109
110 111