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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CP
2851
Castleview Partners
Texas
$67.1K – – –
IRC
2852
Investors Research Corp
Georgia
$62.6K – – –
NECFA
2853
New England Capital Financial Advisors
Connecticut
$62.5K -$981 -2 -2%
MFT
2854
Moisand Fitzgerald Tamayo
Florida
$60.6K – – –
BIA
2855
Bell Investment Advisors
California
$59.1K +$4.41K +9 +8%
Sageworth Trust
2856
Sageworth Trust
Pennsylvania
$58.6K – – –
BSC
2857
Brown Shipley & Co
United Kingdom
$57.1K +$56.4K +115 New
Compagnie Lombard Odier SCmA
2858
Compagnie Lombard Odier SCmA
Switzerland
$54.7K – – –
GWSA
2859
Global Wealth Strategies & Associates
Colorado
$53.2K – – –
CWM
2860
Cranbrook Wealth Management
Michigan
$50.7K – – –
CSPAM
2861
Cary Street Partners Asset Management
Virginia
$50.5K – – –
LSV Asset Management
2862
LSV Asset Management
Illinois
$50K – – –
POIA
2863
Pin Oak Investment Advisors
Texas
$50K – – –
PFG
2864
Piershale Financial Group
Illinois
$49.7K – – –
NC
2865
Nightview Capital
Texas
$47.7K -$29.4K -60 -38%
PSB
2866
Piscataqua Savings Bank
New Hampshire
$47.2K +$10.8K +22 +30%
TWP
2867
TFO Wealth Partners
Ohio
$46.7K +$5.39K +11 +13%
WWP
2868
WR Wealth Planners
Missouri
$45.4K +$40.7K +83 +1,038%
OA
2869
Operose Advisors
Wisconsin
$45.2K – – –
FWM
2870
Focused Wealth Management
New York
$44.7K – – –
HGWM
2871
Harvest Group Wealth Management
Massachusetts
$44.2K – – –
2L
2872
25 LLC
Missouri
$43.6K +$42.7K +87 New
AGUR Provident & Training Funds Management
2873
AGUR Provident & Training Funds Management
Israel
$42.3K +$4.12M +8,400 New
RMC
2874
Resources Management Corp
Connecticut
$41K -$7.02M -14,313 -93%
DCM
2875
Disciplina Capital Management
Tennessee
$40.9K -$2.94K -6 -7%