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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
EGA
3101
E&G Advisors
Texas
$259K +$30K +42 +13%
LA
3102
Latitude Advisors
Florida
$259K -$43.5K -61 -15%
FWM
3103
Foguth Wealth Management
Michigan
$259K +$252K +353 New
Charles Schwab Investment Advisory
3104
Charles Schwab Investment Advisory
California
$258K – – –
CIA
3105
Cascade Investment Advisors
Oregon
$257K +$7.85K +11 +3%
MFG
3106
Midwest Financial Group
Kansas
$257K +$251K +351 New
TCM
3107
Towercrest Capital Management
Pennsylvania
$257K +$251K +351 New
SVWG
3108
Shared Vision Wealth Group
United States
$256K -$23.6K -33 -9%
PCM
3109
Perkins Capital Management
Minnesota
$256K – – –
SF
3110
Safeguard Financial
Wisconsin
$256K +$24.3K +34 +11%
MHWM
3111
Montz Harcus Wealth Management
Louisiana
$255K +$714 +1 +0.3%
AWMG
3112
Alliance Wealth Management Group
New Jersey
$254K +$248K +347 New
DSAM
3113
Dock Street Asset Management
Florida
$253K +$25.7K +36 +12%
TAM
3114
Tucker Asset Management
Colorado
$253K +$71.4K +100 +41%
LAM
3115
LifePro Asset Management
California
$253K -$863K -1,209 -78%
AIP
3116
Almanack Investment Partners
Pennsylvania
$253K +$246K +345 New
OPTFSNA
3117
Old Point Trust & Financial Services N A
Virginia
$252K +$73.5K +103 +43%
FPB
3118
First PREMIER Bank
South Dakota
$252K -$16.4K -23 -6%
SF
3119
SWP Financial
California
$251K +$5.71K +8 +2%
CMP
3120
Coston McIsaac & Partners
Maine
$251K – – –
RG
3121
Retirement Group
California
$251K +$4.28K +6 +2%
Advance Capital Management
3122
Advance Capital Management
Michigan
$251K +$18.6K +26 +8%
TFG
3123
Team Financial Group
California
$251K +$714 +1 +0.3%
SM
3124
Sensible Money
Arizona
$250K -$109K -152 -31%
SFS
3125
Sharp Financial Services
Pennsylvania
$249K – – –