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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
PSIWM
2926
Paradigm Strategies in Wealth Management
Minnesota
$606K +$75.1K +77 +14%
CBT
2927
CoreFirst Bank & Trust
Kansas
$606K -$3.9K -4 -0.6%
TFG
2928
Taylor Financial Group
Virginia
$606K -$3.9K -4 -0.6%
CF
2929
Cyr Financial
Illinois
$604K +$34.1K +35 +6%
WFI
2930
West Family Investments
California
$604K -$1.3M -1,338 -68%
TCWM
2931
Total Clarity Wealth Management
Illinois
$604K
LF
2932
Lantz Financial
Illinois
$604K -$6.83K -7 -1%
AWA
2933
Alaska Wealth Advisors
Alaska
$603K +$113K +116 +22%
EWM
2934
Elevatus Welath Management
New York
$602K -$79.9K -82 -11%
HCP
2935
Holt Capital Partners
Texas
$602K
PNAA
2936
Pictet North America Advisors
Switzerland
$602K
UIM
2937
Unified Investment Management
Georgia
$602K -$73.1K -75 -11%
TSWM
2938
Triangle Securities Wealth Management
North Carolina
$601K +$26.3K +27 +4%
Wolverine Trading
2939
Wolverine Trading
Illinois
$601K -$11.6M -11,897 -95%
AMBIA
2940
Allen Mooney & Barnes Investment Advisors
Georgia
$600K
MWA
2941
MN Wealth Advisors
Kansas
$600K -$67.3K -69 -10%
NG
2942
Novem Group
New York
$599K -$41.9K -43 -6%
IF
2943
Intrua Financial
Texas
$599K -$6.83K -7 -1%
VWMG
2944
Virginia Wealth Management Group
Virginia
$596K -$279K -286 -31%
FAP
2945
Financial Advisory Partners
Florida
$596K -$39K -40 -6%
FSC
2946
Full Sail Capital
Oklahoma
$596K -$12.7K -13 -2%
EAM
2947
Evanson Asset Management
California
$593K -$117K -120 -16%
VP
2948
Verum Partners
North Carolina
$592K +$122K +125 +25%
BAM
2949
Bosun Asset Management
Illinois
$592K -$10.7K -11 -2%
PCMN
2950
Paradigm Capital Management (Nevada)
Nevada
$591K