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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
LFP
2701
Lakeshore Financial Planning
Michigan
$568K – – –
YWS
2702
Yarger Wealth Strategies
Ohio
$567K +$1.56K +2 +0.3%
IAM
2703
Ion Asset Management
Israel
$565K +$519K +665 New
BWM
2704
Blossom Wealth Management
California
$565K -$2.34K -3 -0.4%
SA
2705
Scarborough Advisors
Maryland
$564K +$46K +59 +10%
Capula Management
2706
Capula Management
Cayman Islands
$564K -$227K -291 -31%
GA
2707
GFS Advisors
Texas
$562K -$213K -273 -48%
LBC
2708
Lowe Brockenbrough & Co
Virginia
$562K -$14K -18 -3%
CCG
2709
Coastwise Capital Group
California
$562K +$780 +1 +0.2%
TSWM
2710
Tyler-Stone Wealth Management
Ohio
$561K -$8.58K -11 -2%
TIP
2711
Torray Investment Partners
Maryland
$559K -$3.12K -4 -0.6%
AFA
2712
Atlas Financial Advisors
California
$558K -$60.1K -77 -11%
CFG
2713
Carr Financial Group
Massachusetts
$557K +$19.5K +25 +4%
FCIM
2714
Fairview Capital Investment Management
California
$556K – – –
TIM
2715
Thompson Investment Management
Wisconsin
$555K -$60.1K -77 -11%
BPFA
2716
Barnes Pettey Financial Advisors
Mississippi
$555K – – –
EIA
2717
Edgemoor Investment Advisors
Maryland
$555K +$9.36K +12 +2%
Facet Wealth Inc
2718
Facet Wealth Inc
Maryland
$553K +$213K +273 +67%
KFGK
2719
Keystone Financial Group (Kentucky)
Kentucky
$553K +$103K +132 +25%
TCWM
2720
Total Clarity Wealth Management
Illinois
$552K +$52.3K +67 +12%
Optiver Holding
2721
Optiver Holding
Netherlands
$552K -$19.5M -24,957 -97%
LF
2722
Lantz Financial
Illinois
$550K -$3.9K -5 -0.8%
CS
2723
Crescent Sterling
Louisiana
$550K -$2.34K -3 -0.5%
AMBIA
2724
Allen Mooney & Barnes Investment Advisors
Georgia
$549K -$51.5K -66 -9%
SPA
2725
Sherbrooke Park Advisers
New York
$548K -$529K -678 -51%