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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2701
Womack Financial
Texas
$790K – – –
SIA
2702
Sit Investment Associates
Minnesota
$788K – – –
CWMGO
2703
Capstone Wealth Management Group (Oregon)
Oregon
$788K -$229K -235 -22%
EFG
2704
Elm3 Financial Group
Georgia
$788K -$16.6K -17 -2%
CP
2705
Clarendon Private
Massachusetts
$787K -$38K -39 -4%
IPAM
2706
Investment Partners Asset Management
New Jersey
$786K -$6.83K -7 -0.8%
MEAC
2707
M.E. Allison & Co
Texas
$783K +$18.5K +19 +2%
MQWP
2708
Morey & Quinn Wealth Partners
Nebraska
$783K +$15.6K +16 +2%
WGAM
2709
Wilkinson Global Asset Management
New York
$782K +$806K +827 New
MWM
2710
Maridea Wealth Management
New York
$780K +$323K +331 +67%
MAG
2711
M3 Advisory Group
Massachusetts
$779K -$166K -170 -17%
CWA
2712
CM Wealth Advisors
Ohio
$777K – – –
MKC
2713
M. Kraus & Co
Vermont
$776K – – –
GJIA
2714
Glass Jacobson Investment Advisors
Maryland
$775K – – –
EB
2715
Exchange Bank
California
$775K -$2.92K -3 -0.4%
HL
2716
HeadInvest LLC
Maine
$774K -$382K -392 -32%
JJBC
2717
James J. Burns & Company
New York
$774K +$43.9K +45 +6%
BFG
2718
Beacon Financial Group
Texas
$774K -$34.1K -35 -4%
MWM
2719
Momentous Wealth Management
Washington
$773K +$114K +117 +17%
WCM
2720
WealthBridge Capital Management
Ohio
$773K +$31.2K +32 +4%
TFM
2721
Trademark Financial Management
Minnesota
$773K +$50.7K +52 +7%
VI
2722
Versor Investments
New York
$773K -$417K -428 -34%
DTL
2723
Dynamic Technology Lab
Singapore
$772K +$369K +378 +86%
JC
2724
JB Capital
Connecticut
$771K -$9.75K -10 -1%
ML
2725
McAdam LLC
Pennsylvania
$771K -$79K -81 -9%
107 108
109
110 111