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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2801
Blalock Williams
Alabama
$729K -$87.9K -97 -10%
WC
2802
Weil Company
California
$726K – – –
QFW
2803
QTR Family Wealth
Florida
$724K +$85.2K +94 +14%
BWM
2804
BNB Wealth Management
Maryland
$722K +$758K +837 New
MFS
2805
Miller Financial Services
Michigan
$721K -$29K -32 -4%
DCM
2806
DGS Capital Management
New Jersey
$721K -$169K -187 -18%
VIA
2807
Victrix Investment Advisors
Florida
$721K +$109K +120 +17%
PGAM
2808
Princeton Global Asset Management
New Jersey
$720K -$58.9K -65 -7%
AT
2809
Adelphi Trust
Florida
$719K +$756K +834 New
DWG
2810
Darden Wealth Group
Michigan
$717K -$68K -75 -8%
NFA
2811
Northern Financial Advisors
Michigan
$717K -$1.14M -1,256 -60%
PPH
2812
Pure Portfolios Holdings
Oregon
$716K +$11.8K +13 +2%
MAG
2813
M3 Advisory Group
Massachusetts
$716K -$60.7K -67 -7%
WF
2814
Womack Financial
Texas
$716K -$6.34K -7 -0.8%
AHL
2815
Abel Hall LLC
Louisiana
$716K +$274K +302 +57%
ALAM
2816
Asahi Life Asset Management
Japan
$715K -$309K -341 -29%
OAM
2817
Occidental Asset Management
California
$714K -$1.81K -2 -0.2%
DMBA
2818
Deseret Mutual Benefit Administrators
Utah
$713K -$36.2K -40 -5%
EW
2819
Enzi Wealth
Texas
$713K -$1.81K -2 -0.3%
CAG
2820
Centerpoint Advisory Group
Kansas
$712K – – –
EI
2821
Ellevest Inc
New York
$712K -$5.44K -6 -0.7%
SFP
2822
Sandbox Financial Partners
Maryland
$712K -$654K -722 -47%
PFA
2823
Pathway Financial Advisers
Indiana
$711K -$18.1K -20 -2%
BDF
2824
Black Diamond Financial
Maryland
$710K +$156K +172 +26%
TS
2825
Tamar Securities
California
$710K -$52.6K -58 -7%
111 112
113
114 115