We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
OF
3101
Optimize Financial
California
$593K -$1.99K -2 -0.3%
SCS
3102
Sound Capital Solutions
Florida
$593K +$632K +634 New
TW
3103
Towerpoint Wealth
California
$592K +$9.96K +10 +2%
LC
3104
Lavelle Capital
California
$592K – – –
CWA
3105
Cascade Wealth Advisors
Washington
$592K – – –
CWM
3106
Centurion Wealth Management
Virginia
$591K -$920K -923 -59%
PTC
3107
Philadelphia Trust Company
Pennsylvania
$591K – – –
HCM
3108
Harvey Capital Management
Florida
$590K – – –
EIG
3109
Ellenbecker Investment Group
Wisconsin
$590K +$14.9K +15 +2%
TCM
3110
Tributary Capital Management
Nebraska
$589K – – –
PW
3111
Paladin Wealth
Minnesota
$589K +$42.8K +43 +7%
LWMI
3112
Legacy Wealth Management (Idaho)
Idaho
$589K +$73.7K +74 +13%
TIP
3113
Torray Investment Partners
Maryland
$587K – – –
BWG
3114
Boomfish Wealth Group
Georgia
$586K +$29.9K +30 +5%
UIM
3115
Unified Investment Management
Georgia
$586K +$2.99K +3 +0.5%
PAM
3116
Peninsula Asset Management
Florida
$585K – – –
MWM
3117
Moulton Wealth Management
Washington
$583K – – –
HIG
3118
Heritage Investment Group
Florida
$582K – – –
WH
3119
Wallace Hart
Kentucky
$581K – – –
SFP
3120
Sterling Financial Planning
New Jersey
$580K -$20.9K -21 -3%
TI
3121
Truepoint Inc
Ohio
$579K -$4.98K -5 -0.8%
CCWP
3122
Cedar Cove Wealth Partners
Minnesota
$579K -$26.9K -27 -4%
S
3123
Sunpointe
Missouri
$578K -$86.7K -87 -12%
UIA
3124
Ulland Investment Advisors
Minnesota
$577K – – –
VC
3125
Veracity Capital
Georgia
$576K +$29.9K +30 +5%
123 124
125
126 127