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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2876
MAS Advisors
Florida
$439K – – –
WCM
2877
Wealthcare Capital Management
Virginia
$439K +$15.6K +20 +4%
CPL
2878
CAP Partners LLC
Tennessee
$438K +$10.9K +14 +3%
SDAM
2879
Shulman DeMeo Asset Management
New York
$436K +$10.1K +13 +3%
RCI
2880
RS Crum Inc
California
$435K +$46.8K +60 +13%
GDP
2881
Great Diamond Partners
Maine
$434K -$51.5K -66 -11%
D
2882
Diversified
Delaware
$434K +$399K +511 New
WFS
2883
Widmann Financial Services
Maryland
$433K -$39K -50 -9%
CWA
2884
Consilio Wealth Advisors
Washington
$433K +$7.8K +10 +2%
VL
2885
Vima LLC
Michigan
$433K -$38.2K -49 -9%
AAM
2886
Aureus Asset Management
Massachusetts
$433K -$304K -390 -43%
SFG
2887
SevenBridge Financial Group
Pennsylvania
$433K +$33.6K +43 +9%
SWM
2888
Seed Wealth Management
Illinois
$432K – – –
WWM
2889
Wolff Wiese Magana
California
$430K – – –
CWA
2890
CM Wealth Advisors
Ohio
$429K -$29.7K -38 -7%
CNAM
2891
Campbell Newman Asset Management
Wisconsin
$429K – – –
MKW
2892
Mullaney, Keating & Wright
Connecticut
$429K +$394K +505 New
WLPWM
2893
Walled Lake Planning & Wealth Management
Illinois
$429K -$12.5K -16 -3%
CCWM
2894
Correct Capital Wealth Management
Missouri
$428K – – –
IIL
2895
Insight Inv LLC
California
$428K – – –
PPC
2896
Park Place Capital
Alabama
$428K -$174K -223 -31%
FNB
2897
Farmers National Bank
Kentucky
$427K -$21.8K -28 -5%
CAGAS
2898
Capital Advisory Group Advisory Services
Minnesota
$427K – – –
OMC
2899
Overbrook Management Corp
New York
$427K – – –
DI
2900
DDFG Inc
California
$426K – – –
114 115
116
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