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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
3001
Syntegra Private Wealth Group
Missouri
$583K +$130K +131 +29%
SCA
3002
Sulzberger Capital Advisors
Florida
$582K – – –
BIP
3003
Blue Investment Partners
California
$582K – – –
PSF
3004
Pacific Sun Financial
California
$581K +$12.9K +13 +2%
PWP
3005
Pursue Wealth Partners
California
$581K – – –
EF
3006
Exeter Financial
Arizona
$580K -$133K -134 -19%
TNB
3007
Thomasville National Bank
Georgia
$580K -$262K -264 -31%
PWAM
3008
Private Wealth Asset Management
Iowa
$579K -$10.9K -11 -2%
VBFP
3009
Valtinson Bruner Financial Planning
Minnesota
$577K +$57.6K +58 +11%
VBA
3010
von Borstel & Associates
Oregon
$577K -$142K -143 -19%
FAB
3011
First American Bank
Illinois
$575K – – –
Harris Associates
3012
Harris Associates
Illinois
$575K +$577K +581 New
SCM
3013
Saxony Capital Management
Missouri
$573K +$6.96K +7 +1%
ACM
3014
Andina Capital Management
Utah
$572K +$319K +321 +125%
BNP Paribas
3015
BNP Paribas
France
$572K +$150K +151 +35%
PCM
3016
Pennsylvania Capital Management
Pennsylvania
$571K -$4.97K -5 -0.9%
CCMI
3017
Creative Capital Management Investments
California
$570K – – –
EFL
3018
ERn Financial LLC
Wisconsin
$570K -$1.33M -1,337 -70%
NCM
3019
Northwest Capital Management
Oregon
$570K -$359K -361 -39%
EGA
3020
E&G Advisors
Texas
$569K +$89.5K +90 +19%
GHA
3021
Granite Harbor Advisors
Texas
$568K +$58.6K +59 +11%
MAA
3022
Matrix Asset Advisors
New York
$567K – – –
IIL
3023
Insight Inv LLC
California
$567K -$14.2M -14,241 -96%
BI
3024
BlueSpruce Investments
Illinois
$567K +$570K +573 New
DI
3025
DAGCO Inc
Ohio
$566K +$60.6K +61 +12%