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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
3126
Atlas Private Wealth Management
New York
$248K +$3.57K +5 +1%
RCM
3127
Rain Capital Management
Oregon
$248K +$7.14K +10 +3%
FC
3128
Financial Council
Maryland
$247K – – –
FFM
3129
Fullerton Fund Management
Singapore
$246K +$240K +336 New
FAM
3130
Flaharty Asset Management
Florida
$246K -$74.2K -104 -24%
WFA
3131
WestHill Financial Advisors
California
$246K +$239K +335 New
EA
3132
Everpar Advisors
Oklahoma
$245K -$10.7K -15 -4%
LA
3133
Lynch & Associates
Indiana
$245K – – –
TFIPS
3134
Towarzystwo Funduszy Inwestycyjnych PZU SA
$245K +$17.8K +25 +8%
PWP
3135
Precedent Wealth Partners
Texas
$244K – – –
WCM
3136
Westend Capital Management
California
$243K +$237K +332 New
ACG
3137
Allen Capital Group
Nebraska
$242K +$236K +330 New
AWA
3138
Acorn Wealth Advisors
Michigan
$241K +$4.28K +6 +2%
CCMI
3139
Creative Capital Management Investments
California
$241K – – –
RA
3140
Riverstone Advisors
Texas
$241K +$11.4K +16 +5%
RWA
3141
Rooted Wealth Advisors
Illinois
$241K +$1.43K +2 +0.6%
PWM
3142
Penobscot Wealth Management
Maine
$240K – – –
CA
3143
Carson Advisory
Georgia
$240K +$10.7K +15 +5%
BDF
3144
Black Diamond Financial
Maryland
$240K – – –
CMA
3145
Cedar Mountain Advisors
Oregon
$239K – – –
BFS
3146
Beacon Financial Strategies
North Carolina
$238K -$87.1K -122 -27%
GIM
3147
Gold Investment Management
Alberta, Canada
$238K +$2.86K +4 +1%
GJCM
3148
Grand Jean Capital Management
California
$238K +$232K +325 New
CCM
3149
Coerente Capital Management
Ontario, Canada
$238K -$10.7K -15 -4%
RRA
3150
Round Rock Advisors
Connecticut
$238K +$14.3K +20 +7%
124 125
126
127 128