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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
V
2976
ViaWealth
Kansas
$373K – – –
SNBOSD
2977
Security National Bank of So Dak
Iowa
$373K – – –
ACC
2978
Acorn Creek Capital
Colorado
$373K +$10.9K +14 +3%
Penserra Capital Management
2979
Penserra Capital Management
California
$373K -$46K -59 -12%
TAM
2980
Titleist Asset Management
Texas
$373K +$34.3K +44 +11%
KFG
2981
Kingdom Financial Group
Arizona
$373K -$28.1K -36 -8%
SWM
2982
Seaside Wealth Management
California
$372K – – –
PCM
2983
Presidio Capital Management
California
$371K +$341K +437 New
PFA
2984
Pathway Financial Advisers
Indiana
$371K -$1.56K -2 -0.4%
HWA
2985
HHM Wealth Advisors
Tennessee
$371K -$2.34K -3 -0.7%
HWM
2986
Howard Wealth Management
Connecticut
$370K – – –
SCM
2987
Stordahl Capital Management
Colorado
$370K – – –
WOSD
2988
WFA of San Diego
California
$369K +$339K +435 New
AWA
2989
Acorn Wealth Advisors
Michigan
$369K +$81.9K +105 +32%
NCM
2990
NCM Capital Management
New Jersey
$368K – – –
IDBONY
2991
Israel Discount Bank of New York
New York
$367K -$436K -559 -56%
MWP
2992
Meridian Wealth Partners
Pennsylvania
$367K +$27.3K +35 +9%
EFA
2993
Edge Financial Advisors
Illinois
$367K +$3.12K +4 +0.9%
CSPAM
2994
Cary Street Partners Asset Management
Virginia
$365K +$335K +429 New
EFP
2995
Elser Financial Planning
Indiana
$365K +$335K +429 New
AHL
2996
Abel Hall LLC
Louisiana
$364K +$24.2K +31 +8%
OWA
2997
Opal Wealth Advisors
New York
$363K -$27.3K -35 -8%
PGA
2998
Portland Global Advisors
Maine
$363K -$13.3K -17 -4%
GPA
2999
Guerra Pan Advisors
New Jersey
$363K – – –
HHRDM
3000
H&H Retirement Design & Management
Nevada
$362K – – –