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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
WAN
3051
Wealth Advisors Northwest
Oregon
$549K +$60.6K +61 +12%
HIG
3052
Heritage Investment Group
Florida
$548K -$24.8K -25 -4%
SOW
3053
State of Wyoming
Wyoming
$548K +$551K +554 New
SWM
3054
StoneCrest Wealth Management
Arizona
$547K +$2.98K +3 +0.5%
EIG
3055
Ellenbecker Investment Group
Wisconsin
$547K +$994 +1 +0.2%
RIS
3056
Richmond Investment Services
Wisconsin
$545K +$198K +199 +57%
PIA
3057
Panoramic Investment Advisors
Colorado
$544K +$547K +550 New
RCP
3058
Rothschild Capital Partners
New York
$544K – – –
NBWM
3059
North Berkeley Wealth Management
California
$544K – – –
HKIMG
3060
Hutchens & Kramer Investment Management Group
Indiana
$543K -$62.6K -63 -10%
SWP
3061
Semus Wealth Partners
Florida
$542K -$1.99K -2 -0.4%
KCPT
3062
Kingstone Capital Partners Texas
Texas
$542K -$14.9K -15 -3%
HW
3063
HORAN Wealth
Ohio
$541K +$544K +547 New
SWK
3064
Stephen W. Kidder
$541K +$2.98K +3 +0.6%
CRIG
3065
Charter Research & Investment Group
Connecticut
$541K – – –
CFA
3066
CWS Financial Advisors
Michigan
$539K -$263K -265 -33%
PIN
3067
Prudent Investors Network
California
$539K -$1.24M -1,250 -70%
MCM
3068
M1 Capital Management
Michigan
$539K +$21.9K +22 +4%
OFW
3069
Omnia Family Wealth
Florida
$539K +$80.5K +81 +17%
FMP
3070
Financial Management Professionals
Texas
$538K +$66.6K +67 +14%
EF
3071
Elite Financial
Idaho
$538K – – –
ELM
3072
Elite Life Management
Florida
$538K +$8.95K +9 +2%
LC
3073
Landaas & Company
Wisconsin
$537K – – –
EWM
3074
Elevatus Welath Management
New York
$537K -$94.4K -95 -15%
SFS
3075
Symphony Financial Services
Ohio
$535K – – –