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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2876
Abound Wealth Management
Tennessee
$177K +$16.7K +33 +11%
CAC
2877
Core Alternative Capital
Georgia
$170K -$7.59K -15 -5%
SFG
2878
Steward Financial Group
Texas
$166K -$18.7K -37 -11%
JSAM
2879
J. Safra Asset Management
New York
$165K – – –
AAP
2880
Arax Advisory Partners
Colorado
$164K +$9.11K +18 +6%
CAS
2881
Coppell Advisory Solutions
Texas
$161K +$153K +303 New
CMA
2882
Cedar Mountain Advisors
Oregon
$160K +$3.04K +6 +2%
RG
2883
Retirement Group
California
$160K +$24.3K +48 +19%
GJIA
2884
Glass Jacobson Investment Advisors
Maryland
$157K +$148K +292 New
PK
2885
Pflug Koory
Nebraska
$157K – – –
PAM
2886
Paradigm Asset Management
New York
$151K -$557K -1,100 -80%
BWS
2887
Buck Wealth Strategies
Colorado
$151K +$107K +212 +307%
SWA
2888
SOA Wealth Advisors
New York
$150K – – –
EMFAT
2889
Emerald Mutual Fund Advisers Trust
Pennsylvania
$149K +$140K +276 New
IWP
2890
IAG Wealth Partners
Wisconsin
$148K +$7.08K +14 +5%
IAS
2891
IMA Advisory Services
Colorado
$146K +$40.5K +80 +42%
PP
2892
PFS Partners
New Jersey
$144K +$19.7K +39 +17%
TAM
2893
Tucker Asset Management
Colorado
$144K +$50.6K +100 +60%
HIM
2894
Hillsdale Investment Management
Ontario, Canada
$142K +$35.4K +70 +36%
GCM
2895
Gables Capital Management
Florida
$138K +$10.1K +20 +8%
KFP
2896
KB Financial Partners
New Jersey
$137K -$33.9K -67 -21%
RWM
2897
Raffa Wealth Management
District of Columbia
$136K -$126K -250 -50%
PCA
2898
Providence Capital Advisors
North Carolina
$131K – – –
KHC
2899
Koesten Hirschmann & Crabtree
Kansas
$131K -$2.53K -5 -2%
OPTFSNA
2900
Old Point Trust & Financial Services N A
Virginia
$130K +$122K +241 New
114 115
116
117 118