We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2826
Elevatus Welath Management
New York
$468K -$23.4K -30 -5%
OBWG
2827
Onyx Bridge Wealth Group
New York
$468K -$13.3K -17 -3%
VFPI
2828
Vantage Financial Partners (Illinois)
Illinois
$467K -$15.6K -20 -4%
SWM
2829
StoneCrest Wealth Management
Arizona
$467K – – –
VNA
2830
Valley National Advisers
Pennsylvania
$467K -$5.46K -7 -1%
CCB
2831
Cutter & Co Brokerage
Missouri
$467K -$16.4K -21 -4%
YCG
2832
Yeomans Consulting Group
Georgia
$467K +$97.5K +125 +29%
SCM
2833
Saxony Capital Management
Missouri
$466K – – –
CRIG
2834
Charter Research & Investment Group
Connecticut
$465K – – –
IWM
2835
Integris Wealth Management
California
$465K -$70.2K -90 -14%
CG
2836
Clifford Group
Massachusetts
$464K – – –
BTWM
2837
Baker Tilly Wealth Management
Wisconsin
$464K -$461K -591 -52%
CCM
2838
Coerente Capital Management
Ontario, Canada
$463K +$172K +220 +68%
LC
2839
Landaas & Company
Wisconsin
$463K +$31.2K +40 +8%
DI
2840
DAGCO Inc
Ohio
$463K -$7.02K -9 -2%
MAA
2841
Matrix Asset Advisors
New York
$462K -$2.34K -3 -0.5%
WIM
2842
Waycross Investment Management
Washington
$460K – – –
BMC
2843
Bear Mountain Capital
Washington
$457K – – –
AWP
2844
Ascent Wealth Partners
New York
$456K -$135K -173 -24%
LWA
2845
Ledgewood Wealth Advisors
New Hampshire
$455K – – –
FAFN
2846
First Affirmative Financial Network
Colorado
$454K +$26.5K +34 +7%
SCM
2847
Steele Capital Management
Iowa
$454K +$44.5K +57 +12%
SWA
2848
Strata Wealth Advisors
Texas
$454K -$47.6K -61 -10%
PWP
2849
Pursue Wealth Partners
California
$454K +$91.3K +117 +28%
AA
2850
AlphaCentric Advisors
Puerto Rico
$454K +$172K +221 +71%
112 113
114
115 116