We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2976
HRC Wealth Management
Idaho
$603K -$51.7K -57 -8%
LI
2977
LRI Investments
Florida
$603K -$8.16K -9 -1%
CWA
2978
Cascade Wealth Advisors
Washington
$600K – – –
IWM
2979
Iams Wealth Management
Nebraska
$600K +$78.8K +87 +14%
QFA
2980
Quantum Financial Advisors
California
$600K +$906 +1 +0.1%
PWP
2981
Phillips Wealth Planners
Mississippi
$600K -$33.5K -37 -6%
MHR
2982
Matthew Hamilton Rosenberg
$599K +$906 +1 +0.1%
BWG
2983
Boomfish Wealth Group
Georgia
$599K -$294K -324 -32%
CSF
2984
Capital Squared Financial
Maryland
$599K +$42.6K +47 +7%
FWMM
2985
Foundation Wealth Management (Missouri)
Missouri
$598K -$7.25K -8 -1%
CYG
2986
Clean Yield Group
Vermont
$598K -$10.9K -12 -2%
CLIP
2987
Colter Lewis Investment Partners
Connecticut
$598K +$628K +693 New
YIH
2988
Y-Intercept (HK)
Hong Kong
$596K -$3.93M -4,337 -86%
XPN
2989
XY Planning Network
Montana
$595K +$122K +135 +24%
FFG
2990
Fiduciary Financial Group
California
$595K +$338K +373 +118%
BWM
2991
BankPlus Wealth Management
Mississippi
$595K – – –
BDWCC
2992
B&D White Capital Company
Texas
$595K +$362K +400 +138%
VP
2993
Verum Partners
North Carolina
$594K -$6.34K -7 -1%
T
2994
Tidemark
California
$594K -$20.8K -23 -3%
JLBC
2995
J.L. Bainbridge & Co
Florida
$592K – – –
VC
2996
Veracity Capital
Georgia
$592K -$58.9K -65 -9%
GC
2997
Gibson Capital
Pennsylvania
$592K -$262K -289 -30%
MCM
2998
M1 Capital Management
Michigan
$591K +$37.2K +41 +6%
PW
2999
Paladin Wealth
Minnesota
$591K -$45.3K -50 -7%
CCWM
3000
Correct Capital Wealth Management
Missouri
$591K – – –
118 119
120
121 122