We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2976
Aberdeen Wealth Management
Illinois
$713K – – –
OGF
2977
Orin Green Financial
California
$713K – – –
CD
2978
Chapin Davis
Maryland
$712K – – –
MHR
2979
Matthew Hamilton Rosenberg
$712K +$19.5K +20 +3%
EFG
2980
Elm3 Financial Group
Georgia
$712K – – –
FFG
2981
Fiduciary Financial Group
California
$711K +$22.4K +23 +3%
KFS
2982
Krane Financial Solutions
California
$709K +$694K +712 New
WWG
2983
West Wealth Group
California
$708K +$56.5K +58 +9%
IAG
2984
Ipsen Advisor Group
Arkansas
$708K – – –
QFA
2985
Quantum Financial Advisors
California
$708K +$14.6K +15 +2%
WPC
2986
White Pine Capital
Minnesota
$707K +$4.87K +5 +0.7%
BHPW
2987
Beverly Hills Private Wealth
California
$707K -$173K -178 -20%
HL
2988
HeadInvest LLC
Maine
$707K +$59.4K +61 +9%
PAM
2989
Palisade Asset Management
Minnesota
$706K +$6.82K +7 +1%
SP
2990
Successful Portfolios
Florida
$706K -$16.6K -17 -2%
HI
2991
Hendershot Investments
Virginia
$705K – – –
TFIPS
2992
Towarzystwo Funduszy Inwestycyjnych PZU SA
$704K +$163K +167 +31%
S
2993
Sunpointe
Missouri
$703K +$69.2K +71 +11%
EFH
2994
Eaton Financial Holdings
Florida
$701K -$32.2K -33 -4%
SAM
2995
Sawgrass Asset Management
Florida
$700K +$126K +129 +22%
JLBC
2996
J.L. Bainbridge & Co
Florida
$697K +$12.7K +13 +2%
OAS
2997
Optivise Advisory Services
Tennessee
$695K +$146K +150 +27%
WDL
2998
Well Done LLC
Michigan
$695K -$4.87K -5 -0.7%
CA
2999
CWC Advisors
Oregon
$695K +$42.9K +44 +7%
CSF
3000
Capital Squared Financial
Maryland
$693K – – –
118 119
120
121 122