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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
HC
3026
Hamilton Capital
Ohio
$531K +$8.35K +9 +2%
MWM
3027
MinichMacGregor Wealth Management
New York
$530K +$188K +203 +54%
OWA
3028
Opal Wealth Advisors
New York
$530K +$139K +150 +35%
JWM
3029
Jupiter Wealth Management
Colorado
$530K
MMCM
3030
Murphy & Mullick Capital Management
New York
$526K +$533K +574 New
TBWA
3031
Three Bridge Wealth Advisors
California
$526K
DIM
3032
Delta Investment Management
California
$526K +$63.1K +68 +13%
CWA
3033
Consilio Wealth Advisors
Washington
$524K -$22.3K -24 -4%
MCA
3034
Magnolia Capital Advisors
Mississippi
$523K +$530K +571 New
SP
3035
Successful Portfolios
Florida
$523K +$15.8K +17 +3%
CKAIS
3036
Christensen King & Associates Investment Services
Washington
$522K +$928 +1 +0.2%
IFO
3037
Independent Family Office
New York
$522K
SC
3038
Scholtz & Company
Connecticut
$520K
WH
3039
Willner & Heller
California
$517K -$3.71K -4 -0.7%
PSIWM
3040
Paradigm Strategies in Wealth Management
Minnesota
$517K -$928 -1 -0.2%
WWA
3041
Wingate Wealth Advisors
Massachusetts
$517K +$523K +564 New
EF
3042
Elite Financial
Idaho
$516K +$523K +564 New
AGWCA
3043
Annis Gardner Whiting Capital Advisors
Florida
$516K +$42.7K +46 +9%
BMC
3044
Bear Mountain Capital
Washington
$515K +$4.64K +5 +0.9%
KCPT
3045
Kingstone Capital Partners Texas
Texas
$515K +$521K +562 New
FNFDCM
3046
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$515K
SI
3047
Saxon Interests
Texas
$514K +$4.64K +5 +0.9%
CP
3048
Covenant Partners
Tennessee
$514K +$14.8K +16 +3%
MA
3049
MAS Advisors
Florida
$514K
ST
3050
Sabal Trust
Florida
$514K +$182K +196 +54%