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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
TBWA
2801
Three Bridge Wealth Advisors
California
$488K – – –
SB
2802
Sunflower Bank
Texas
$488K +$61.6K +79 +16%
SEP
2803
Southland Equity Partners
Missouri
$488K +$10.1K +13 +2%
AGWCA
2804
Annis Gardner Whiting Capital Advisors
Florida
$487K +$11.7K +15 +3%
VC
2805
Vicus Capital
Pennsylvania
$487K +$79.6K +102 +22%
SWC
2806
Spectrum Wealth Counsel
Indiana
$481K -$16.4K -21 -4%
Cohen & Steers
2807
Cohen & Steers
New York
$481K -$7.8K -10 -2%
PFS
2808
Prospect Financial Services
New York
$480K -$32K -41 -7%
IGWM
2809
ICA Group Wealth Management
Colorado
$480K -$1.91M -2,444 -81%
MAC
2810
Mason & Associates (California)
California
$478K – – –
FNFDCM
2811
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$478K +$7.8K +10 +2%
SFWC
2812
Strategic Family Wealth Counselors
New Jersey
$477K -$780 -1 -0.2%
BIP
2813
Blue Investment Partners
California
$477K – – –
KFA
2814
Kelleher Financial Advisors
New York
$477K – – –
BB
2815
Burford Brothers
Texas
$475K +$79.6K +102 +22%
JWM
2816
Jupiter Wealth Management
Colorado
$475K +$80.4K +103 +22%
BDF
2817
Black Diamond Financial
Maryland
$474K +$151K +194 +53%
PS
2818
Planned Solutions
California
$473K -$46.8K -60 -10%
EBA
2819
Eagle Bay Advisors
New York
$472K -$3.12K -4 -0.7%
SI
2820
Saxon Interests
Texas
$471K -$15.6K -20 -3%
BHWM
2821
Beaird Harris Wealth Management
Texas
$471K +$32.8K +42 +8%
JJBC
2822
James J. Burns & Company
New York
$471K +$432K +554 New
SXL
2823
Summit X LLC
Missouri
$470K +$81.9K +105 +23%
First Financial Bankshares
2824
First Financial Bankshares
Texas
$470K -$131K -168 -23%
GWM
2825
Gray Wealth Management
Maine
$468K – – –