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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
2826
Blue Bell Private Wealth Management
Pennsylvania
$93.9K – – –
PG
2827
Proffitt & Goodson
Tennessee
$93.4K -$7.85K -16 -8%
MAWCM
2828
Mine & Arao Wealth Creation & Management
California
$90.1K – – –
TD Ameritrade Investment Management
2829
TD Ameritrade Investment Management
Nebraska
$90K -$22.1K -45 -20%
PPWM
2830
PFG Private Wealth Management
Florida
$89.9K +$4.41K +9 +5%
EIM
2831
Essex Investment Management
Massachusetts
$89.4K – – –
ACM
2832
Adalta Capital Management
New York
$87K -$12.3K -25 -13%
JFG
2833
JDM Financial Group
Texas
$86K – – –
TAM
2834
Tucker Asset Management
Colorado
$83K -$19.6K -40 -19%
SGA
2835
Seaport Global Advisors
Massachusetts
$80.5K – – –
QL
2836
Quarry LP
New York
$79K +$44.6K +91 +134%
AA
2837
Addison Advisors
Vermont
$78.5K -$4.41K -9 -5%
JAM
2838
JCIC Asset Management
Ontario, Canada
$77K – – –
BA
2839
Bellwether Advisors
Nebraska
$77K – – –
AWM
2840
Activest Wealth Management
Florida
$75.8K -$558K -1,137 -88%
SSC
2841
Syverson Strege & Co
Iowa
$75.5K – – –
UAML
2842
US Asset Management LLC
Pennsylvania
$74K – – –
LWA
2843
Lowe Wealth Advisors
Maryland
$73K -$2.45K -5 -3%
RFG
2844
RFP Financial Group
Georgia
$72.8K -$1.33M -2,717 -95%
GCWM
2845
Graham Capital Wealth Management
District of Columbia
$72K +$71.1K +145 New
CWM
2846
Cedar Wealth Management
California
$71.2K – – –
AFS
2847
Annapolis Financial Services
Maryland
$70.2K – – –
LFASL
2848
Lugano Financial Advisors SA (LFA)
Switzerland
$70.1K – – –
C
2849
Covestor
United Kingdom
$69K -$4.91K -10 -7%
MIM
2850
Manitou Investment Management
Ontario, Canada
$68.1K +$67.2K +137 New