We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
3026
Meridian Wealth Partners
Pennsylvania
$291K +$8.57K +12 +3%
PD
3027
Planning Directions
Pennsylvania
$290K +$5.71K +8 +2%
BFS
3028
Burr Financial Services
California
$290K – – –
RWM
3029
Reston Wealth Management
Virginia
$290K +$5K +7 +2%
HWP
3030
Heritage Wealth Partners
Ohio
$290K – – –
PCM
3031
Pennsylvania Capital Management
Pennsylvania
$289K -$39.3K -55 -12%
TAM
3032
Titleist Asset Management
Texas
$289K -$964K -1,351 -77%
HWM
3033
HighMark Wealth Management
Minnesota
$288K +$1.43K +2 +0.5%
RIM
3034
Rockbridge Investment Management
New York
$288K – – –
1CP
3035
17 Capital Partners
Arizona
$288K +$4.28K +6 +2%
KIA
3036
KLR Investment Advisors
Rhode Island
$288K – – –
SR
3037
Syntax Research
Florida
$287K – – –
SP
3038
Successful Portfolios
Florida
$287K -$59.3K -83 -17%
BBA
3039
Braun-Bostich & Associates
Pennsylvania
$286K -$18.6K -26 -6%
RIM
3040
Reliant Investment Management
Tennessee
$286K – – –
MFP
3041
Meridian Financial Partners
Virginia
$286K -$3.57K -5 -1%
LW
3042
Libra Wealth
California
$286K – – –
MF
3043
Montis Financial
Massachusetts
$285K +$32.1K +45 +13%
HAS
3044
HBW Advisory Services
California
$285K – – –
AIA
3045
Armor Investment Advisors
North Carolina
$284K – – –
GWM
3046
GoalFusion Wealth Management
Texas
$284K – – –
MLFP
3047
MPS Loria Financial Planners
Illinois
$284K – – –
VBFP
3048
Valtinson Bruner Financial Planning
Minnesota
$284K -$9.99K -14 -3%
TSW
3049
Three Seasons Wealth
Utah
$284K – – –
TCMP
3050
Thrive Capital Management (Pennsylvania)
Pennsylvania
$283K -$158K -221 -36%
120 121
122
123 124