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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
VST
3026
Van Strum & Towne
California
$571K -$18.1K -20 -3%
FPWM
3027
FSB Premier Wealth Management
Iowa
$569K +$74.3K +82 +14%
FFA
3028
Fi3 Financial Advisors
Indiana
$569K -$39K -43 -6%
ARC
3029
Advisor Resource Council
Texas
$569K +$534K +589 New
MCA
3030
Magnolia Capital Advisors
Mississippi
$566K +$99.7K +110 +20%
Harris Associates
3031
Harris Associates
Illinois
$566K +$68K +75 +13%
DW30
3032
Drucker Wealth 3.0
New Jersey
$565K -$27.2K -30 -4%
BHA
3033
Beech Hill Advisors
New York
$565K
FFIC
3034
First Fiduciary Investment Counsel
Ohio
$564K
AA
3035
Altrafin AG
$564K -$27.2K -30 -4%
HWM
3036
Howard Wealth Management
Connecticut
$563K -$421K -465 -42%
APM
3037
a16z Perennial Management
California
$563K -$2.72K -3 -0.5%
CA
3038
CWC Advisors
Oregon
$563K +$19.9K +22 +3%
WWG
3039
West Wealth Group
California
$563K +$17.2K +19 +3%
TCWM
3040
Total Clarity Wealth Management
Illinois
$562K +$48.9K +54 +9%
PNAA
3041
Pictet North America Advisors
Switzerland
$561K
TCM
3042
Triumph Capital Management
Colorado
$561K +$220K +243 +60%
BFG
3043
Brandywine Financial Group
Tennessee
$561K +$589K +650 New
NMG
3044
New Millennium Group
Utah
$559K -$439K -485 -43%
PWA
3045
Peterson Wealth Advisors
Utah
$559K +$39K +43 +7%
HL
3046
HeadInvest LLC
Maine
$559K +$21.7K +24 +4%
TIM
3047
Thompson Investment Management
Wisconsin
$559K
IA
3048
Invested Advisors
Pennsylvania
$558K +$56.2K +62 +11%
CRIG
3049
Charter Research & Investment Group
Connecticut
$558K
CAM
3050
CPA Asset Management
Florida
$558K -$427K -471 -42%