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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CD
2776
Chapin Davis
Maryland
$777K +$63.6K +64 +9%
LWP
2777
LeClair Wealth Partners
Ohio
$777K -$2.98K -3 -0.4%
Perpetual Ltd
2778
Perpetual Ltd
Australia
$776K -$4.97K -5 -0.6%
RA
2779
Ruggaard & Associates
Ohio
$776K +$994 +1 +0.1%
JCM
2780
Jacobsen Capital Management
Utah
$775K +$54.7K +55 +8%
RA
2781
Rise Advisors
New York
$775K +$1.99K +2 +0.3%
AIM
2782
Advyzon Investment Management
Illinois
$772K +$521K +524 +205%
VCM
2783
Virtue Capital Management
Tennessee
$771K -$1.54M -1,545 -66%
SCA
2784
Sandy Cove Advisors
Massachusetts
$769K +$20.9K +21 +3%
KL
2785
KWMG LLC
Kansas
$769K +$53.7K +54 +7%
HW
2786
Hamilton Wealth
California
$769K +$2.98K +3 +0.4%
AWM
2787
Abound Wealth Management
Tennessee
$769K -$9.94K -10 -1%
KCFA
2788
Key Client Fiduciary Advisors
New Jersey
$768K -$66.6K -67 -8%
CCM
2789
Chickasaw Capital Management
Tennessee
$767K -$14.9K -15 -2%
PFSC
2790
Peoples Financial Services Corp
Pennsylvania
$766K -$310K -312 -29%
QFW
2791
QTR Family Wealth
Florida
$765K +$245K +246 +47%
APW
2792
Austin Private Wealth
Texas
$765K +$303K +305 +65%
CFMC
2793
Curbstone Financial Management Corp
New Hampshire
$764K +$153K +154 +25%
TPCM
2794
Templeton & Phillips Capital Management
Tennessee
$763K – – –
EFMC
2795
Empire Financial Management Company
New York
$762K – – –
WMWM
2796
Whitaker-Myers Wealth Managers
Ohio
$760K +$96.4K +97 +14%
AFM
2797
Anson Funds Management
Texas
$760K – – –
DWG
2798
Darden Wealth Group
Michigan
$760K +$79.5K +80 +12%
TAM
2799
Titleist Asset Management
Texas
$757K +$270K +272 +55%
Seizert Capital Partners
2800
Seizert Capital Partners
Michigan
$755K – – –