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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
2976
KB Financial Partners
New Jersey
$81K -$61.3K -111 -44%
CWM
2977
Cedar Wealth Management
California
$80.4K – – –
AFS
2978
Annapolis Financial Services
Maryland
$79.8K – – –
SFCL
2979
Strengthening Families & Communities LLC
Massachusetts
$76K -$38.6K -70 -34%
LWA
2980
Lowe Wealth Advisors
Maryland
$72.9K – – –
AA
2981
Addison Advisors
Vermont
$72.3K – – –
MFT
2982
Moisand Fitzgerald Tamayo
Florida
$71.8K +$2.76K +5 +4%
NECFA
2983
New England Capital Financial Advisors
Connecticut
$71.3K – – –
IRC
2984
Investors Research Corp
Georgia
$71.2K – – –
TWP
2985
TFO Wealth Partners
Ohio
$71.1K +$552 +1 +0.8%
BIA
2986
Bell Investment Advisors
California
$67.8K -$6.07K -11 -8%
C
2987
Covestor
United Kingdom
$67K – – –
PA
2988
PSI Advisors
Florida
$65K – – –
YAL
2989
Your Advocates Ltd
Texas
$64.4K +$22.1K +40 +54%
CAS
2990
Coppell Advisory Solutions
Texas
$63.9K -$90K -163 -54%
IPW
2991
Impact Partnership Wealth
Georgia
$63.8K +$24.3K +44 +64%
CLOS
2992
Compagnie Lombard Odier SCmA
Switzerland
$62.1K – – –
GWSA
2993
Global Wealth Strategies & Associates
Colorado
$60.5K – – –
CWM
2994
Cranbrook Wealth Management
Michigan
$57.7K – – –
CP
2995
Castleview Partners
Texas
$56.5K – – –
DFA
2996
DHJJ Financial Advisors
Illinois
$56.5K +$55.2K +100 New
POIA
2997
Pin Oak Investment Advisors
Texas
$56K – – –
CTWM
2998
Cherry Tree Wealth Management
Minnesota
$54K – – –
PSB
2999
Piscataqua Savings Bank
New Hampshire
$53.7K – – –
APC
3000
Aspire Private Capital
North Carolina
$51.5K +$27.6K +50 +122%
118 119
120
121 122