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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
NRG
2926
Nemes Rush Group
Michigan
$614K +$55.7K +60 +10%
FAP
2927
Financial Advisory Partners
Florida
$614K
EIA
2928
Edgemoor Investment Advisors
Maryland
$614K +$2.78K +3 +0.4%
FCM
2929
Fourpath Capital Management
Oklahoma
$613K +$417K +449 +204%
RS
2930
Retirement Solution
Washington
$613K -$1.53M -1,647 -71%
LFP
2931
Lakeshore Financial Planning
Michigan
$612K
YDMI
2932
Y.D. More Investments
Israel
$610K -$42.7K -46 -6%
MWM
2933
Mindset Wealth Management
Indiana
$609K +$72.4K +78 +13%
DWG
2934
Darden Wealth Group
Michigan
$609K +$23.2K +25 +4%
PWP
2935
Phillips Wealth Planners
Mississippi
$608K +$1.86K +2 +0.3%
BFA
2936
Bill Few Associates
Pennsylvania
$607K +$2.78K +3 +0.5%
BOJHT
2937
Bank of Jackson Hole Trust
Wyoming
$607K +$615K +663 New
IWM
2938
Integris Wealth Management
California
$607K +$58.5K +63 +11%
VFG
2939
V2 Financial group
Illinois
$607K +$11.1K +12 +2%
TCWM
2940
Total Clarity Wealth Management
Illinois
$604K +$15.8K +17 +3%
FFG
2941
Frisch Financial Group
New York
$603K -$6.5K -7 -1%
NED
2942
Nancy E. Dempze
$598K -$53.8K -58 -8%
HKIMG
2943
Hutchens & Kramer Investment Management Group
Indiana
$598K +$176K +190 +41%
RIP
2944
Reliant Investment Partners
North Carolina
$597K +$605K +652 New
PCM
2945
Presidio Capital Management
California
$597K
TIM
2946
Thompson Investment Management
Wisconsin
$594K -$4.64K -5 -0.8%
SA
2947
Scarborough Advisors
Maryland
$592K -$4.64K -5 -0.8%
MSWA
2948
Marshall & Sterling Wealth Advisors
New York
$592K +$599K +646 New
LF
2949
Lantz Financial
Illinois
$591K +$10.2K +11 +2%
CBT
2950
CoreFirst Bank & Trust
Kansas
$591K