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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
EV
2801
EJMK Ventures
Illinois
$818K -$236K -237 -21%
CAG
2802
Centerpoint Advisory Group
Kansas
$816K +$55.8K +56 +7%
AWM
2803
Affinity Wealth Management
Delaware
$816K -$86.7K -87 -9%
NCM
2804
New Capital Management
Texas
$813K +$6.97K +7 +0.8%
4WM
2805
49 Wealth Management
Texas
$813K +$615K +617 +245%
A
2806
Alongside
Texas
$813K +$866K +869 New
HC
2807
Hara Capital
Washington
$812K – – –
TA
2808
Tactive Advisors
Florida
$809K -$11K -11 -1%
DWM
2809
Dogwood Wealth Management
Kansas
$809K -$290K -291 -25%
AF
2810
Avanza Fonder
Sweden
$809K – – –
RLWM
2811
RF&L Wealth Management
Massachusetts
$809K – – –
APWA
2812
Atlas Private Wealth Advisors
New Jersey
$808K -$21.9K -22 -2%
AW
2813
Alchemi Wealth
Connecticut
$807K -$996 -1 -0.1%
SEP
2814
Southland Equity Partners
Missouri
$807K +$93.7K +94 +12%
G
2815
GenTrust
Florida
$806K -$55.8K -56 -6%
WC
2816
Weil Company
California
$806K – – –
SWM
2817
SilverOak Wealth Management
Minnesota
$803K +$94.7K +95 +12%
CWA
2818
Centennial Wealth Advisory
Michigan
$802K +$46.8K +47 +6%
BIA
2819
Bigelow Investment Advisors
Maine
$802K +$32.9K +33 +4%
LSA
2820
Leonteq Securities AG
Switzerland
$802K +$444K +446 +109%
NRI
2821
NFP Retirement Inc
California
$800K +$3.98K +4 +0.5%
CAM
2822
Councilmark Asset Management
Tennessee
$800K – – –
SFS
2823
Symphony Financial Services
Ohio
$798K – – –
MCM
2824
Monarch Capital Management
Indiana
$798K – – –
BFG
2825
Beacon Financial Group
Texas
$794K +$5.98K +6 +0.7%