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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
2751
Bill Few Associates
Pennsylvania
$803K +$15.9K +16 +2%
DFCM
2752
Dark Forest Capital Management
Puerto Rico
$801K +$284K +286 +55%
MCM
2753
Monument Capital Management
Virginia
$801K -$40.8K -41 -5%
SMF
2754
Scott Marsh Financial
Utah
$799K +$803K +808 New
CFG
2755
Carr Financial Group
Massachusetts
$798K +$86.5K +87 +12%
MCM
2756
Mendel Capital Management
Arkansas
$798K +$801K +806 New
TWM
2757
Thrive Wealth Management
Pennsylvania
$796K +$53.7K +54 +7%
QFA
2758
Quantum Financial Advisors
California
$795K -$165K -166 -17%
IPAM
2759
Investment Partners Asset Management
New Jersey
$793K -$29.8K -30 -4%
VBWMG
2760
Von Berge Wealth Management Group
California
$790K – – –
AFP
2761
Alpha Financial Partners
Kentucky
$790K -$10.9K -11 -1%
RTC
2762
Riverview Trust Company
Washington
$790K -$199K -200 -20%
EFG
2763
Elm3 Financial Group
Georgia
$790K -$34.8K -35 -4%
PWAM
2764
Papamarkou Wellner Asset Management
New York
$789K +$792K +797 New
CWM
2765
CCG Wealth Management
California
$789K +$1.99K +2 +0.3%
CCA
2766
Cadent Capital Advisors
Oklahoma
$787K +$30.8K +31 +4%
WMA
2767
Wealth Management Associates
New Jersey
$786K – – –
BMM
2768
Berkshire Money Management
Massachusetts
$785K +$7.95K +8 +1%
MPW
2769
MGO Private Wealth
California
$785K +$19.9K +20 +3%
KWM
2770
KFG Wealth Management
Indiana
$784K +$43.7K +44 +6%
Northeast Financial Consultants
2771
Northeast Financial Consultants
Connecticut
$784K – – –
SRL
2772
Scientech Research LLC
New Jersey
$784K -$544K -547 -41%
FCCM
2773
First City Capital Management
Georgia
$781K – – –
SWM
2774
SilverOak Wealth Management
Minnesota
$778K +$163K +164 +26%
EIA
2775
Edgemoor Investment Advisors
Maryland
$778K +$110K +111 +16%