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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
IAM
2701
Ion Asset Management
Israel
$565K +$519K +665 New
BWM
2702
Blossom Wealth Management
California
$565K -$2.34K -3 -0.4%
SA
2703
Scarborough Advisors
Maryland
$564K +$46K +59 +10%
CM
2704
Capula Management
Cayman Islands
$564K -$227K -291 -31%
GA
2705
GFS Advisors
Texas
$562K -$213K -273 -48%
LBC
2706
Lowe Brockenbrough & Co
Virginia
$562K -$14K -18 -3%
CCG
2707
Coastwise Capital Group
California
$562K +$780 +1 +0.2%
TSWM
2708
Tyler-Stone Wealth Management
Ohio
$561K -$8.58K -11 -2%
TIP
2709
Torray Investment Partners
Maryland
$559K -$3.12K -4 -0.6%
AFA
2710
Atlas Financial Advisors
California
$558K -$60.1K -77 -11%
CFG
2711
Carr Financial Group
Massachusetts
$557K +$19.5K +25 +4%
FCIM
2712
Fairview Capital Investment Management
California
$556K
TIM
2713
Thompson Investment Management
Wisconsin
$555K -$60.1K -77 -11%
BPFA
2714
Barnes Pettey Financial Advisors
Mississippi
$555K
EIA
2715
Edgemoor Investment Advisors
Maryland
$555K +$9.36K +12 +2%
FWI
2716
Facet Wealth Inc
Maryland
$553K +$213K +273 +67%
KFGK
2717
Keystone Financial Group (Kentucky)
Kentucky
$553K +$103K +132 +25%
TCWM
2718
Total Clarity Wealth Management
Illinois
$552K +$52.3K +67 +12%
Optiver Holding
2719
Optiver Holding
Netherlands
$552K -$19.5M -24,957 -97%
LF
2720
Lantz Financial
Illinois
$550K -$3.9K -5 -0.8%
CS
2721
Crescent Sterling
Louisiana
$550K -$2.34K -3 -0.5%
AMBIA
2722
Allen Mooney & Barnes Investment Advisors
Georgia
$549K -$51.5K -66 -9%
SPA
2723
Sherbrooke Park Advisers
New York
$548K -$529K -678 -51%
GC
2724
Gibson Capital
Pennsylvania
$548K
TFG
2725
Taylor Financial Group
Virginia
$548K