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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
2726
Prospect Financial Services
New York
$820K +$37.8K +38 +5%
CAG
2727
Centerpoint Advisory Group
Kansas
$818K +$99.4K +100 +14%
OCM
2728
Osterweis Capital Management
California
$818K +$292K +294 +55%
EAM
2729
Empirical Asset Management
Massachusetts
$818K +$18.9K +19 +2%
AF
2730
Apexium Financial
Texas
$816K +$12.9K +13 +2%
LA
2731
Lifeworks Advisors
Michigan
$816K -$90.4K -91 -10%
EB
2732
Exchange Bank
California
$816K +$4.97K +5 +0.6%
TPW
2733
Transatlantique Private Wealth
New York
$815K +$42.7K +43 +6%
BAM
2734
Berkshire Asset Management
Pennsylvania
$813K -$13.9K -14 -2%
MKC
2735
M. Kraus & Co
Vermont
$812K – – –
RP
2736
Riverwater Partners
Wisconsin
$811K +$8.95K +9 +1%
WWM
2737
Whalen Wealth Management
Nevada
$810K +$21.9K +22 +3%
JJBC
2738
James J. Burns & Company
New York
$810K – – –
WSFG
2739
Wall Street Financial Group
Illinois
$810K +$478K +481 +143%
CWA
2740
CM Wealth Advisors
Ohio
$809K -$4.97K -5 -0.6%
LCWP
2741
Legacy Capital Wealth Partners
Arkansas
$807K +$62.6K +63 +8%
DCM
2742
DGS Capital Management
New Jersey
$806K -$31.8K -32 -4%
MWA
2743
Medallion Wealth Advisors
Connecticut
$806K -$39.8K -40 -5%
FFA
2744
Fi3 Financial Advisors
Indiana
$805K +$50.7K +51 +7%
WCM
2745
WealthBridge Capital Management
Ohio
$805K -$3.98K -4 -0.5%
FAFN
2746
First Affirmative Financial Network
Colorado
$805K +$11.9K +12 +1%
FSA
2747
Financial Security Advisor
Virginia
$805K +$1.99K +2 +0.2%
STA
2748
Shade Tree Advisors
New York
$805K – – –
WKSWA
2749
White Knight Strategic Wealth Advisors
New Jersey
$803K -$37.8K -38 -4%
JB Capital
2750
JB Capital
Connecticut
$803K -$2.98K -3 -0.4%