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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
2951
KFA Private Wealth Group
Virginia
$427K +$85.9K +99 +26%
NRC
2952
New Republic Capital
North Carolina
$427K -$125K -144 -23%
D
2953
Diversified
Delaware
$426K -$26.9K -31 -6%
DE
2954
Diversified Enterprises
Delaware
$426K +$417K +480 New
HNW
2955
High Note Wealth
Minnesota
$424K – – –
SWAG
2956
Spectrum Wealth Advisory Group
California
$423K -$175K -202 -30%
ACG
2957
Allen Capital Group
Nebraska
$423K +$63.4K +73 +18%
MIM
2958
Martin Investment Management
Florida
$423K -$39.1K -45 -9%
EMAM
2959
Encompass More Asset Management
California
$423K +$414K +477 New
WN
2960
Williams & Novak
California
$422K – – –
VCM
2961
Versant Capital Management
Arizona
$419K +$12.2K +14 +3%
VL
2962
Vima LLC
Michigan
$419K -$32.1K -37 -7%
SHJ
2963
Sharkey, Howes & Javer
Colorado
$418K – – –
MIC
2964
Means Investment Company
Maine
$418K +$2.6K +3 +0.6%
PCM
2965
Prelude Capital Management
New York
$417K +$408K +470 New
SWP
2966
Semus Wealth Partners
Florida
$417K +$111K +128 +37%
TA
2967
Townsend & Associates
Colorado
$416K – – –
FWM
2968
Fonville Wealth Management
Virginia
$416K +$23.4K +27 +6%
UWM
2969
USAdvisors Wealth Management
Minnesota
$416K -$13K -15 -4%
PDL
2970
Portfolio Design Labs
California
$415K +$198K +228 +95%
BCM
2971
Bourgeon Capital Management
Connecticut
$413K -$129K -149 -24%
FCMT
2972
Founders Capital Management (Texas)
Texas
$413K +$5.21K +6 +1%
CNWM
2973
Clay Northam Wealth Management
California
$413K +$43.4K +50 +12%
ACC
2974
Acorn Creek Capital
Colorado
$412K +$22.6K +26 +6%
AIA
2975
Armor Investment Advisors
North Carolina
$410K – – –
117 118
119
120 121