We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
3026
Saxony Capital Management
Missouri
$525K -$11.5K -12 -2%
BPFA
3027
Barnes Pettey Financial Advisors
Mississippi
$525K – – –
MCIA
3028
Mountain Capital Investment Advisors
Colorado
$525K +$13.4K +14 +3%
WG
3029
Warner Group
Connecticut
$523K +$542K +565 New
CAS
3030
CTC Alternative Strategies
Illinois
$523K +$258K +269 +91%
MAA
3031
Matrix Asset Advisors
New York
$522K -$8.63K -9 -2%
DWP
3032
Destiny Wealth Partners
Florida
$522K +$44.1K +46 +9%
LFP
3033
Lakeshore Financial Planning
Michigan
$521K – – –
RC
3034
Rovin Capital
Arizona
$520K +$51.8K +54 +11%
RBWA
3035
RFG - Bristol Wealth Advisors
Massachusetts
$520K -$113K -118 -17%
ELM
3036
Elite Life Management
Florida
$520K +$959 +1 +0.2%
RIS
3037
Richmond Investment Services
Wisconsin
$519K +$9.59K +10 +2%
BWA
3038
BlueChip Wealth Advisors
Georgia
$518K +$245K +256 +84%
LFG
3039
Lockerman Financial Group
California
$518K – – –
WAN
3040
Wealth Advisors Northwest
Oregon
$518K +$4.79K +5 +0.9%
FFB
3041
First Financial Bankshares
Texas
$517K +$42.2K +44 +9%
AHB
3042
Abner Herrman & Brock
New Jersey
$515K +$533K +556 New
CFGA
3043
Cambridge Financial Group (Arizona)
Arizona
$515K +$34.5K +36 +7%
LBC
3044
Lowe Brockenbrough & Co
Virginia
$514K -$168K -175 -24%
IFO
3045
Independent Family Office
New York
$514K – – –
VFA
3046
Voya Financial Advisors
Connecticut
$513K -$85.3K -89 -14%
SL
3047
Salomon & Ludwin
Virginia
$510K +$102K +106 +24%
BHWM
3048
Beaird Harris Wealth Management
Texas
$510K -$14.4K -15 -3%
SWP
3049
Semus Wealth Partners
Florida
$509K +$1.92K +2 +0.4%
LFM
3050
LGT Fund Management
Liechtenstein
$509K +$192K +200 +56%
120 121
122
123 124