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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2701
Sunpointe
Missouri
$625K -$9.55K -11 -2%
FM
2702
Family Management
New York
$625K +$2.6K +3 +0.4%
TCG
2703
Transcendent Capital Group
Oklahoma
$625K +$294K +339 +93%
APW
2704
Aurora Private Wealth
New Jersey
$622K -$25.2K -29 -4%
CBTWT
2705
Community Bank & Trust (Waco, Texas)
Texas
$621K +$4.34K +5 +0.7%
LWM
2706
Lakeridge Wealth Management
Ohio
$621K -$14.8K -17 -2%
AR
2707
Apeiron RIA
Texas
$621K +$1.74K +2 +0.3%
PW
2708
Paladin Wealth
Minnesota
$619K +$606K +698 New
MAC
2709
Mason & Associates (California)
California
$619K +$118K +136 +24%
UIA
2710
Ulland Investment Advisors
Minnesota
$618K +$19.1K +22 +3%
QAM
2711
Q3 Asset Management
Michigan
$618K +$605K +697 New
SFC
2712
SYM Financial Corp
Indiana
$615K +$174K +200 +40%
TSW
2713
Three Seasons Wealth
Utah
$613K +$257K +296 +75%
OIM
2714
Oder Investment Management
California
$612K – – –
GCA
2715
Greenwood Capital Associates
South Carolina
$612K -$20K -23 -3%
TWM
2716
Tanager Wealth Management
United Kingdom
$612K +$382K +440 +176%
SCA
2717
Sandy Cove Advisors
Massachusetts
$611K +$12.2K +14 +2%
KIM
2718
Kestra Investment Management
Texas
$610K +$597K +688 New
EA
2719
Echo45 Advisors
California
$607K -$17.4K -20 -3%
AWM
2720
Accel Wealth Management
Iowa
$606K +$10.4K +12 +2%
FWM
2721
FFT Wealth Management
Pennsylvania
$604K +$47.7K +55 +9%
WAM
2722
Winslow Asset Management
Ohio
$604K +$2.6K +3 +0.4%
FA
2723
Financial Alternatives
California
$604K – – –
CWM
2724
Chesapeake Wealth Management
Virginia
$602K -$6.08K -7 -1%
CCWM
2725
Correct Capital Wealth Management
Missouri
$602K +$152K +175 +35%
107 108
109
110 111