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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
2726
Jacobsen Capital Management
Utah
$548K +$46K +59 +10%
DWG
2727
Darden Wealth Group
Michigan
$544K – – –
ML
2728
McAdam LLC
Pennsylvania
$544K +$64K +82 +15%
GWP
2729
Gen-Wealth Partners
Michigan
$543K -$21.8K -28 -4%
FIBT
2730
First International Bank & Trust
North Dakota
$542K – – –
MA
2731
MCF Advisors
Kentucky
$542K +$6.24K +8 +1%
HCP
2732
Holt Capital Partners
Texas
$541K – – –
OGF
2733
Orin Green Financial
California
$540K +$496K +636 New
HAS
2734
HBW Advisory Services
California
$540K +$158K +203 +47%
GA
2735
Gateway Advisory
New Jersey
$537K +$53.1K +68 +12%
CCP
2736
Carmel Capital Partners
California
$536K -$11.7K -15 -2%
AOI
2737
Auto-Owners Insurance
Michigan
$535K – – –
TSWM
2738
Triangle Securities Wealth Management
North Carolina
$534K – – –
BAM
2739
Bosun Asset Management
Illinois
$534K -$130K -166 -21%
FWM
2740
FFT Wealth Management
Pennsylvania
$533K -$13.3K -17 -3%
VCAM
2741
Van Cleef Asset Management
Ohio
$532K – – –
NRC
2742
New Republic Capital
North Carolina
$531K +$151K +193 +45%
ACA
2743
Affinity Capital Advisors
California
$531K -$1.56K -2 -0.3%
FIM
2744
FWL Investment Management
Texas
$531K +$81.9K +105 +20%
VFG
2745
V2 Financial group
Illinois
$530K -$18.7K -24 -4%
CCM
2746
Canal Capital Management
Virginia
$529K +$7.8K +10 +2%
SCA
2747
Stonebridge Capital Advisors
Minnesota
$528K -$14K -18 -3%
CFA
2748
CWS Financial Advisors
Michigan
$527K +$20.3K +26 +4%
SWM
2749
SilverOak Wealth Management
Minnesota
$526K – – –
VPP
2750
Vertex Planning Partners
Illinois
$526K +$10.9K +14 +2%
108 109
110
111 112