We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2751
PCG Wealth Advisors
Kansas
$249K – – –
HWA
2752
HHM Wealth Advisors
Tennessee
$248K -$1.66K -3 -0.7%
SNBOSD
2753
Security National Bank of So Dak
Iowa
$248K – – –
SWM
2754
Seaside Wealth Management
California
$247K – – –
V
2755
ViaWealth
Kansas
$247K -$13.8K -25 -5%
TCWM
2756
Total Clarity Wealth Management
Illinois
$247K -$6.07K -11 -2%
HWP
2757
Heritage Wealth Partners
Ohio
$246K +$11.6K +21 +5%
PSIWM
2758
Paradigm Strategies in Wealth Management
Minnesota
$246K – – –
TWM
2759
Tanager Wealth Management
United Kingdom
$246K +$241K +436 New
SCM
2760
Stordahl Capital Management
Colorado
$246K -$59.6K -108 -20%
SCM
2761
Stonehearth Capital Management
Massachusetts
$244K -$13.2K -24 -5%
HWM
2762
Howard Wealth Management
Connecticut
$244K +$8.28K +15 +3%
NFP
2763
Narus Financial Partners
Utah
$243K +$26.5K +48 +13%
VFP
2764
Verus Financial Partners
Virginia
$243K – – –
HHRDM
2765
H&H Retirement Design & Management
Nevada
$242K – – –
HIG
2766
Heritage Investment Group
Florida
$242K – – –
KFA
2767
Kelleher Financial Advisors
New York
$242K -$182K -329 -43%
PSCM
2768
Per Stirling Capital Management
Texas
$241K +$21K +38 +10%
GPA
2769
Guerra Pan Advisors
New Jersey
$241K – – –
HWA
2770
Heartwood Wealth Advisors
Virginia
$240K -$110K -200 -32%
NIM
2771
Nicollet Investment Management
Minnesota
$240K +$235K +425 New
KPWG
2772
KFA Private Wealth Group
Virginia
$240K – – –
CFAM
2773
Coury Firm Asset Management
Pennsylvania
$239K – – –
TIA
2774
Trust Investment Advisors
Indiana
$239K +$233K +423 New
VCAM
2775
Van Cleef Asset Management
Ohio
$239K +$16.6K +30 +8%
109 110
111
112 113