We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
3026
Lakeshore Financial Planning
Michigan
$532K -$103K -106 -16%
FNFDCM
3027
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$532K – – –
KFA
3028
Kelleher Financial Advisors
New York
$531K -$28.3K -29 -5%
BHWM
3029
Beaird Harris Wealth Management
Texas
$530K – – –
MBI
3030
May Barnhard Investments
Maryland
$529K +$29.2K +30 +6%
LI
3031
LifeWealth Investments
Florida
$528K +$100K +103 +23%
AGWCA
3032
Annis Gardner Whiting Capital Advisors
Florida
$526K -$6.83K -7 -1%
LAS
3033
LWM Advisory Services
Florida
$526K – – –
IFO
3034
Independent Family Office
New York
$525K -$14.6K -15 -3%
WH
3035
Willner & Heller
California
$525K -$8.78K -9 -2%
SLWA
3036
San Luis Wealth Advisors
California
$524K -$931K -955 -63%
PAW
3037
Plan A Wealth
Nebraska
$524K +$238K +244 +79%
ST
3038
Sabal Trust
Florida
$523K -$7.8K -8 -1%
EIG
3039
Ellenbecker Investment Group
Wisconsin
$522K +$22.4K +23 +4%
SFC
3040
Swisher Financial Concepts
Ohio
$521K -$61.4K -63 -10%
SWP
3041
Semus Wealth Partners
Florida
$520K +$5.85K +6 +1%
SWM
3042
StoneCrest Wealth Management
Arizona
$520K -$44.8K -46 -8%
RCP
3043
Rothschild Capital Partners
New York
$520K – – –
IIM
3044
Intact Investment Management
Quebec, Canada
$520K +$253K +260 +90%
GWM
3045
Gitterman Wealth Management
New Jersey
$520K -$4.88K -5 -0.9%
NBWM
3046
North Berkeley Wealth Management
California
$519K -$39K -40 -7%
EA
3047
Everpar Advisors
Oklahoma
$519K -$5.85K -6 -1%
PWA
3048
Peterson Wealth Advisors
Utah
$518K +$123K +126 +28%
LSA
3049
Lansing Street Advisors
Pennsylvania
$518K +$125K +128 +30%
CRIG
3050
Charter Research & Investment Group
Connecticut
$517K – – –
120 121
122
123 124