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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
2826
Clean Yield Group
Vermont
$653K – – –
WPC
2827
White Pine Capital
Minnesota
$653K – – –
MP
2828
McDonald Partners
Ohio
$653K -$1.41M -1,471 -68%
VW
2829
Veridan Wealth
Oregon
$652K +$675K +704 New
FFA
2830
Fi3 Financial Advisors
Indiana
$650K -$106K -111 -14%
RCP
2831
Rothschild Capital Partners
New York
$648K +$144K +150 +27%
FWMM
2832
Foundation Wealth Management (Missouri)
Missouri
$647K +$959 +1 +0.1%
GHAM
2833
Gilman Hill Asset Management
Connecticut
$646K +$39.3K +41 +6%
EA
2834
Echo45 Advisors
California
$646K -$14.4K -15 -2%
HI
2835
Hendershot Investments
Virginia
$645K – – –
VP
2836
Verum Partners
North Carolina
$644K -$15.3K -16 -2%
MWA
2837
MN Wealth Advisors
Kansas
$644K -$4.79K -5 -0.7%
DWM
2838
Dynasty Wealth Management
Florida
$644K +$666K +695 New
AWA
2839
Alaska Wealth Advisors
Alaska
$643K -$3.83K -4 -0.6%
QFA
2840
Quantum Financial Advisors
California
$643K -$104K -109 -14%
MHR
2841
Matthew Hamilton Rosenberg
$642K +$7.67K +8 +1%
EE
2842
EWG Elevate
California
$641K +$18.2K +19 +3%
PAM
2843
Palisade Asset Management
Minnesota
$641K +$1.92K +2 +0.3%
BWM
2844
BankPlus Wealth Management
Mississippi
$639K +$5.75K +6 +0.9%
SFC
2845
Strategic Financial Concepts
Texas
$637K -$266K -277 -29%
SGFG
2846
Silver Grove Financial Group
New York
$636K +$659K +688 New
FA
2847
Financial Alternatives
California
$636K +$13.4K +14 +2%
JLBC
2848
J.L. Bainbridge & Co
Florida
$636K +$20.1K +21 +3%
CGA
2849
Crescent Grove Advisors
Illinois
$635K -$144K -150 -18%
WSWA
2850
Warren Street Wealth Advisors
California
$635K +$12.5K +13 +2%
112 113
114
115 116