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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AZ
3076
Alpha Zero
Florida
$501K +$975 +1 +0.2%
BDF
3077
Black Diamond Financial
Maryland
$501K +$6.83K +7 +1%
SWA
3078
Strata Wealth Advisors
Texas
$499K -$70.2K -72 -12%
WAM
3079
Walker Asset Management
Missouri
$499K +$975 +1 +0.2%
QFW
3080
QTR Family Wealth
Florida
$499K +$514K +527 New
PHWM
3081
Pine Harbor Wealth Management
Maryland
$498K -$55.6K -57 -10%
CG
3082
Clifford Group
Massachusetts
$497K – – –
RA
3083
Rodgers & Associates
Pennsylvania
$497K +$2.92K +3 +0.6%
PWA
3084
PCG Wealth Advisors
Kansas
$497K +$73.1K +75 +17%
MC
3085
Miramar Capital
Illinois
$497K – – –
VBFP
3086
Valtinson Bruner Financial Planning
Minnesota
$496K -$106K -109 -17%
TPBG
3087
Turning Point Benefit Group
Maryland
$496K +$197K +202 +59%
MA
3088
MAS Advisors
Florida
$496K -$36.1K -37 -7%
CFGA
3089
Cambridge Financial Group (Arizona)
Arizona
$495K +$74.1K +76 +17%
NIM
3090
Nicollet Investment Management
Minnesota
$495K +$95.5K +98 +23%
CA
3091
Cache Advisors
California
$495K +$97.5K +100 +24%
DFCM
3092
Dark Forest Capital Management
Puerto Rico
$495K +$234K +240 +85%
CWP
3093
Capital Wealth Planning
Florida
$495K +$255K +262 +100%
I
3094
InceptionR
California
$495K +$510K +523 New
OWA
3095
Opal Wealth Advisors
New York
$494K -$54.6K -56 -10%
MCM
3096
M1 Capital Management
Michigan
$494K -$2.92K -3 -0.6%
FF
3097
Farrell Financial
New York
$493K +$10.7K +11 +2%
GCM
3098
Gunderson Capital Management
South Carolina
$493K +$2.92K +3 +0.6%
AAMC
3099
Asset Allocation & Management Company
Illinois
$492K – – –
SH
3100
SLT Holdings
Arizona
$492K +$16.6K +17 +3%
122 123
124
125 126