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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
2726
Diligent Investors
California
$375K +$1.19K +2 +0.4%
GA
2727
GFS Advisors
Texas
$374K -$124K -210 -27%
AGA
2728
Arkos Global Advisors
Texas
$374K +$1.19K +2 +0.4%
SFC
2729
Strategic Financial Concepts
Texas
$373K -$301K -508 -47%
SFWC
2730
Strategic Family Wealth Counselors
New Jersey
$372K – – –
THL
2731
Tillman Hartley LLC
Colorado
$371K – – –
MAC
2732
Mason & Associates (California)
California
$371K -$10.1K -17 -3%
BAG
2733
Bridgewealth Advisory Group
California
$370K +$62.8K +106 +23%
BIP
2734
Blue Investment Partners
California
$370K – – –
KFA
2735
Kelleher Financial Advisors
New York
$370K +$78.8K +133 +31%
SA
2736
Scarborough Advisors
Maryland
$370K +$40.3K +68 +14%
SIC
2737
Samalin Investment Counsel
New York
$370K – – –
BMC
2738
Bear Mountain Capital
Washington
$370K +$321K +542 New
WFS
2739
Widmann Financial Services
Maryland
$369K -$52.7K -89 -14%
OBWG
2740
Onyx Bridge Wealth Group
New York
$368K -$72.3K -122 -18%
ZF
2741
Zega Financial
Florida
$366K +$329K +555 New
SWRP
2742
Summit Wealth & Retirement Planning
California
$366K -$7.71K -13 -2%
FNFDCM
2743
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$364K – – –
SI
2744
Saxon Interests
Texas
$364K -$2.33M -3,934 -88%
TW
2745
Towerpoint Wealth
California
$364K – – –
GWM
2746
Gray Wealth Management
Maine
$364K +$28.4K +48 +10%
FCIM
2747
Fairview Capital Investment Management
California
$364K +$42.1K +71 +15%
SEP
2748
Southland Equity Partners
Missouri
$363K +$16K +27 +5%
PNAA
2749
Pictet North America Advisors
Switzerland
$363K +$12.4K +21 +4%
SWM
2750
StoneCrest Wealth Management
Arizona
$363K +$326K +550 New
108 109
110
111 112