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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2901
Meritas Wealth Management
California
$425K
PFC
2902
Poplar Forest Capital
California
$425K
VWA
2903
VERITY Wealth Advisors
United States
$425K
LFG
2904
Lockerman Financial Group
California
$425K +$78K +100 +25%
NC
2905
nVerses Capital
Florida
$425K +$390K +500 New
PP
2906
PDT Partners
New York
$425K +$390K +500 New
GWM
2907
Greenhouse Wealth Management
Connecticut
$424K
FFA
2908
Fortune Financial Advisors
Kansas
$424K +$780 +1 +0.2%
B
2909
Barings
North Carolina
$423K +$389K +498 New
IFO
2910
Independent Family Office
New York
$422K -$98.3K -126 -20%
W
2911
WealthCollab
Washington
$422K
FM
2912
Foster & Motley
Ohio
$420K
SFC
2913
SYM Financial Corp
Indiana
$420K +$385K +494 New
SF
2914
Schaeffer Financial
Maryland
$419K
FF
2915
Farrell Financial
New York
$419K +$780 +1 +0.2%
FMP
2916
Financial Management Professionals
Texas
$418K +$1.56K +2 +0.4%
SSC
2917
Syverson Strege & Co
Iowa
$416K +$146K +187 +62%
6F
2918
626 Financial
Michigan
$415K
HIGP
2919
Hill Investment Group Partners
Missouri
$414K -$7.8K -10 -2%
HIG
2920
Heritage Investment Group
Florida
$411K
VP
2921
Verum Partners
North Carolina
$410K
BWM
2922
Birchcreek Wealth Management
Ohio
$410K +$7.8K +10 +2%
DBIA
2923
Dumont & Blake Investment Advisors
New Jersey
$408K +$375K +480 New
HNW
2924
High Note Wealth
Minnesota
$406K -$6.24K -8 -2%
WN
2925
Williams & Novak
California
$405K +$11.7K +15 +3%