We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2926
Harvey Capital Management
Florida
$586K – – –
OF
2927
Optimize Financial
California
$586K +$167K +174 +38%
PFM
2928
Peak Financial Management
Massachusetts
$585K -$105K -110 -15%
SWA
2929
Strata Wealth Advisors
Texas
$585K +$26.8K +28 +5%
GT
2930
GreatBanc Trust
Illinois
$585K +$606K +632 New
FAN
2931
Financial Advisors Network
California
$585K +$126K +131 +26%
CA
2932
CWC Advisors
Oregon
$584K +$256K +267 +73%
AWM
2933
Ameliora Wealth Management
Switzerland
$583K -$1.46M -1,522 -71%
FAP
2934
Financial Advisory Partners
Florida
$583K – – –
VWMG
2935
Virginia Wealth Management Group
Virginia
$583K – – –
ABTD
2936
Arvest Bank Trust Division
Oklahoma
$582K -$24K -25 -4%
LF
2937
Lantz Financial
Illinois
$582K +$9.59K +10 +2%
TIP
2938
Torray Investment Partners
Maryland
$581K -$7.67K -8 -1%
MIAS
2939
Mason Investment Advisory Services
Virginia
$581K +$202K +211 +51%
SP
2940
Successful Portfolios
Florida
$579K +$65.2K +68 +12%
MTWM
2941
Masso Torrence Wealth Management
New Jersey
$579K +$28.8K +30 +5%
IWP
2942
Invenio Wealth Partners
Florida
$579K -$116K -121 -16%
CA
2943
Cannon Advisors
North Carolina
$578K +$959 +1 +0.2%
AMBIA
2944
Allen Mooney & Barnes Investment Advisors
Georgia
$578K – – –
HL
2945
HeadInvest LLC
Maine
$578K – – –
AIM
2946
Advyzon Investment Management
Illinois
$578K -$149K -155 -20%
PTC
2947
Philadelphia Trust Company
Pennsylvania
$576K -$95.9K -100 -14%
FAB
2948
First American Bank
Illinois
$576K +$39.3K +41 +7%
LAM
2949
LECAP Asset Management
United Kingdom
$575K -$454K -474 -43%
WH
2950
Wallace Hart
Kentucky
$575K – – –
116 117
118
119 120