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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
2801
Center for Financial Planning
Michigan
$114K
FCT
2802
First Community Trust
Iowa
$114K
TLA
2803
Tanglewood Legacy Advisors
Texas
$114K
PP
2804
PFS Partners
New Jersey
$113K
AWM
2805
Avondale Wealth Management
Texas
$113K -$85.8K -175 -43%
KM
2806
Kalos Management
Georgia
$111K +$110K +224 New
BAM
2807
Byrne Asset Management
New Jersey
$110K +$15.7K +32 +17%
IFAM
2808
Institutional & Family Asset Management
Colorado
$109K -$3.92K -8 -4%
CSWM
2809
Cassady Schiller Wealth Management
Ohio
$109K +$2.94M +5,985 +2,558%
RCM
2810
Ravenstone Capital Management
$107K
AA
2811
AlphaMark Advisors
Kentucky
$106K -$12.3K -25 -11%
GFPC
2812
Global Financial Private Client
Florida
$105K
DCBT
2813
Dakota Community Bank & Trust
North Dakota
$105K
CIA
2814
Cape Investment Advisory
Georgia
$104K +$103K +210 New
FA
2815
Financial Avengers
California
$102K
HIIFS
2816
Harel Insurance Investments & Financial Services
Israel
$100K -$5.88K -12 -6%
CWA
2817
Carolina Wealth Advisors
South Carolina
$99.9K
EARNEST Partners
2818
EARNEST Partners
Georgia
$99.9K
DI
2819
Disciplined Investments
Oklahoma
$99.3K +$3.92K +8 +4%
OAJ
2820
Ogorek Anthony Joseph
New York
$99K +$78.5K +160 +390%
APW
2821
Acima Private Wealth
Virginia
$98.9K +$14.2K +29 +17%
HIM
2822
Hillsdale Investment Management
Ontario, Canada
$96.4K -$61.3K -125 -39%
IAS
2823
IMA Advisory Services
Colorado
$95.4K -$5.39K -11 -5%
FC
2824
Family CFO
California
$94.4K
BBPWM
2825
Blue Bell Private Wealth Management
Pennsylvania
$93.9K