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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
2801
Versant Capital Management
Arizona
$115K -$32.4K -66 -22%
CFFP
2802
Center for Financial Planning
Michigan
$114K – – –
FCT
2803
First Community Trust
Iowa
$114K – – –
TLA
2804
Tanglewood Legacy Advisors
Texas
$114K – – –
PP
2805
PFS Partners
New Jersey
$113K – – –
AWM
2806
Avondale Wealth Management
Texas
$113K -$85.8K -175 -43%
KM
2807
Kalos Management
Georgia
$111K +$110K +224 New
BAM
2808
Byrne Asset Management
New Jersey
$110K +$15.7K +32 +17%
IFAM
2809
Institutional & Family Asset Management
Colorado
$109K -$3.92K -8 -4%
CSWM
2810
Cassady Schiller Wealth Management
Ohio
$109K +$2.94M +5,985 +2,558%
RCM
2811
Ravenstone Capital Management
$107K – – –
AA
2812
AlphaMark Advisors
Kentucky
$106K -$12.3K -25 -11%
GFPC
2813
Global Financial Private Client
Florida
$105K – – –
DCBT
2814
Dakota Community Bank & Trust
North Dakota
$105K – – –
CIA
2815
Cape Investment Advisory
Georgia
$104K +$103K +210 New
FA
2816
Financial Avengers
California
$102K – – –
Harel Insurance Investments & Financial Services
2817
Harel Insurance Investments & Financial Services
Israel
$100K -$5.88K -12 -6%
CWA
2818
Carolina Wealth Advisors
South Carolina
$99.9K – – –
EARNEST Partners
2819
EARNEST Partners
Georgia
$99.9K – – –
DI
2820
Disciplined Investments
Oklahoma
$99.3K +$3.92K +8 +4%
OAJ
2821
Ogorek Anthony Joseph
New York
$99K +$78.5K +160 +390%
APW
2822
Acima Private Wealth
Virginia
$98.9K +$14.2K +29 +17%
Hillsdale Investment Management
2823
Hillsdale Investment Management
Ontario, Canada
$96.4K -$61.3K -125 -39%
IAS
2824
IMA Advisory Services
Colorado
$95.4K -$5.39K -11 -5%
FC
2825
Family CFO
California
$94.4K – – –