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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2701
Lifeworks Advisors
Michigan
$760K -$2.88K -3 -0.4%
MKC
2702
M. Kraus & Co
Vermont
$759K – – –
MWM
2703
Mindset Wealth Management
Indiana
$759K +$90.1K +94 +13%
XT
2704
XTX Topco
Cayman Islands
$759K +$786K +820 New
EB
2705
Exchange Bank
California
$759K -$3.83K -4 -0.5%
FSA
2706
Financial Security Advisor
Virginia
$757K +$4.79K +5 +0.6%
PPH
2707
Pure Portfolios Holdings
Oregon
$757K -$15.3K -16 -2%
PFA
2708
Pathway Financial Advisers
Indiana
$757K +$543K +567 +205%
AFPL
2709
Advus Financial Partners, LLC
Florida
$757K -$84.3K -88 -10%
CWA
2710
CM Wealth Advisors
Ohio
$756K – – –
JJBC
2711
James J. Burns & Company
New York
$754K -$2.88K -3 -0.4%
BWG
2712
Beta Wealth Group
California
$753K -$76.7K -80 -9%
GC
2713
Gould Capital
Washington
$753K +$463K +483 +146%
STA
2714
Shade Tree Advisors
New York
$753K – – –
EIA
2715
Edgemoor Investment Advisors
Maryland
$752K +$25.9K +27 +3%
SFWA
2716
Summit Financial Wealth Advisors
Louisiana
$751K +$248K +259 +46%
IWA
2717
Inspirion Wealth Advisors
Illinois
$751K -$68.1K -71 -8%
CGH
2718
CMG Global Holdings
Texas
$749K – – –
WTA
2719
Washington Trust Advisors
Massachusetts
$748K +$47.9K +50 +7%
MCM
2720
Monument Capital Management
Virginia
$747K -$1.92K -2 -0.2%
SAW
2721
Signal Advisors Wealth
Michigan
$745K -$413K -431 -35%
SWM
2722
Selective Wealth Management
Virginia
$741K +$161K +168 +26%
1W
2723
1776 Wealth
Georgia
$739K -$595K -621 -44%
RTC
2724
Riverview Trust Company
Washington
$739K – – –
AGA
2725
Arkos Global Advisors
Texas
$737K +$89.1K +93 +13%
107 108
109
110 111