We are live on ! Find out more
COST icon

Costco

Name Holding Trade Value Shares
Change
Change in
Stake
COCM
2801
Charter Oak Capital Management
New Hampshire
$49K – – –
LAS
2802
Lloyd Advisory Services
Georgia
$49K +$44.6K +85 New
ACK
2803
Andrew C. Karlinski
$48K – – –
RG
2804
Retirement Group
California
$47K -$17.8K -34 -29%
CI
2805
Cordant Inc
Oregon
$47K +$43K +82 New
SC
2806
Stephens Consulting
Michigan
$46.6K +$6.3K +12 +17%
YAL
2807
Your Advocates Ltd
Texas
$43K – – –
LSA
2808
Lansing Street Advisors
Pennsylvania
$41K +$35.7K +68 New
Baillie Gifford & Co
2809
Baillie Gifford & Co
United Kingdom
$36K +$2.1K +4 +7%
MAWCM
2810
Mine & Arao Wealth Creation & Management
California
$35K – – –
Country Trust Bank
2811
Country Trust Bank
Illinois
$33K – – –
APC
2812
Aspire Private Capital
North Carolina
$31K -$2.1K -4 -7%
DWA
2813
Dougherty Wealth Advisers
Minnesota
$30K – – –
LWP
2814
Laurel Wealth Planning
Minnesota
$30K – – –
CPFP
2815
Clear Perspectives Financial Planning
Ohio
$29K – – –
AIA
2816
Arcadia Investment Advisors
Idaho
$27.9K – – –
EA
2817
Evolution Advisers
Virginia
$27K -$1.57K -3 -6%
CIM
2818
Contravisory Investment Management
Massachusetts
$26K +$23.6K +45 New
OAJ
2819
Ogorek Anthony Joseph
New York
$23K – – –
SA
2820
SRH Advisors
Kansas
$23K – – –
JPLA
2821
Joseph P. Lucia & Associates
New York
$23K +$21K +40 New
Stonehage Fleming Financial Services
2822
Stonehage Fleming Financial Services
Jersey
$20K -$283K -540 -94%
RFWA
2823
RPg Family Wealth Advisory
Massachusetts
$19K – – –
FPB
2824
First PREMIER Bank
South Dakota
$17K – – –
SC
2825
Schubert & Co
Texas
$17K +$525 +1 +3%