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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
2951
Vantage Financial Partners (Wisconsin)
Wisconsin
$386K -$44.5K -57 -11%
GP
2952
Geneva Partners
Wisconsin
$384K -$31.2K -40 -8%
CWP
2953
Curated Wealth Partners
California
$383K +$352K +451 New
AWAP
2954
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$383K – – –
HKIMG
2955
Hutchens & Kramer Investment Management Group
Indiana
$383K -$10.9K -14 -3%
SC
2956
Saiph Capital
New Jersey
$382K – – –
PI
2957
Parkside Investments
Illinois
$381K – – –
DA
2958
Detalus Advisors
Missouri
$380K +$53.8K +69 +18%
B
2959
Birchbrook
Maine
$380K – – –
DSAM
2960
Dock Street Asset Management
Florida
$379K +$78K +100 +29%
AT
2961
Arvest Trust
Oklahoma
$379K -$266K -341 -43%
PPW
2962
Pasadena Private Wealth
California
$379K – – –
TA
2963
Townsend & Associates
Colorado
$379K – – –
RWM
2964
RBA Wealth Management
California
$378K -$2.34K -3 -0.7%
MWM
2965
Moulton Wealth Management
Washington
$378K – – –
WFA
2966
WMG Financial Advisors
Tennessee
$377K +$32K +41 +10%
TPWA
2967
Twin Peaks Wealth Advisors
California
$377K +$32.8K +42 +10%
HI
2968
Hoey Investments
Pennsylvania
$377K -$27.3K -35 -7%
RA
2969
Riverstone Advisors
Texas
$377K +$89K +114 +35%
WH
2970
Willner & Heller
California
$376K +$11.7K +15 +4%
CC
2971
Cornerstone Capital
California
$376K – – –
FWM
2972
Fonville Wealth Management
Virginia
$376K +$13.3K +17 +4%
PWA
2973
PCG Wealth Advisors
Kansas
$374K – – –
MIM
2974
Meixler Investment Management
Arizona
$374K +$10.9K +14 +3%
PAG
2975
Paladin Advisory Group
Iowa
$374K – – –