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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2776
Waddell & Associates
Tennessee
$238K +$1.66K +3 +0.7%
QP
2777
Quilter Plc
United Kingdom
$238K +$132K +239 New
MWM
2778
Moulton Wealth Management
Washington
$238K -$353K -639 -60%
PP
2779
PrairieView Partners
Minnesota
$238K -$97.1K -176 -29%
QPW
2780
Quantum Private Wealth
Florida
$238K – – –
CP
2781
Covenant Partners
Tennessee
$237K – – –
OPOWM
2782
One Plus One Wealth Management
Florida
$237K – – –
SWA
2783
Sutton Wealth Advisors
Florida
$236K +$14.4K +26 +7%
CP
2784
Camelot Portfolios
Ohio
$236K -$210K -380 -48%
CNWM
2785
Clay Northam Wealth Management
California
$236K – – –
SP
2786
Successful Portfolios
Florida
$236K -$4.42K -8 -2%
PWP
2787
Pursue Wealth Partners
California
$236K – – –
FMI
2788
F/M Investments
District of Columbia
$234K +$9.38K +17 +4%
MAP
2789
Moody Aldrich Partners
Massachusetts
$234K +$230K +416 New
HIM
2790
Hillsdale Investment Management
Ontario, Canada
$234K +$82.8K +150 +57%
RAM
2791
Riggs Asset Management
Pennsylvania
$233K – – –
AWP
2792
Accretive Wealth Partners
New Jersey
$233K – – –
4WM
2793
4J Wealth Management
Virginia
$233K – – –
PAIM
2794
Punch & Associates Investment Management
Minnesota
$232K – – –
TC
2795
Trust Company
Kansas
$231K -$208K -376 -48%
LRIC
2796
Long Road Investment Counsel
Michigan
$231K – – –
VNA
2797
Valley National Advisers
Pennsylvania
$231K +$22.6K +41 +11%
AWM
2798
Aprio Wealth Management
Georgia
$231K +$225K +408 New
HWM
2799
HighMark Wealth Management
Minnesota
$230K – – –
CCA
2800
Conservest Capital Advisors
Pennsylvania
$229K +$224K +406 New
110 111
112
113 114