We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
3126
Maia Wealth
Colorado
$301K +$276K +354 New
CCT
3127
Chemung Canal Trust
New York
$300K -$234K -300 -46%
BWS
3128
Buck Wealth Strategies
Colorado
$300K +$275K +352 New
NCTC
3129
New Covenant Trust Company
Indiana
$299K -$12.5K -16 -4%
LSWM
3130
Lorne Steinberg Wealth Management
Canada
$298K -$3.9K -5 -1%
CIA
3131
Cascade Investment Advisors
Oregon
$298K – – –
WWMSC
3132
Wagner Wealth Management (South Carolina)
South Carolina
$298K +$274K +351 New
TCM
3133
Towercrest Capital Management
Pennsylvania
$298K – – –
MFG
3134
Midwest Financial Group
Kansas
$298K – – –
FC
3135
Financial Council
Maryland
$297K +$9.36K +12 +4%
PWM
3136
Penobscot Wealth Management
Maine
$296K +$4.68K +6 +2%
WTFG
3137
Wells Trecaso Financial Group
Ohio
$296K -$14K -18 -5%
TFA
3138
Tobias Financial Advisors
Florida
$295K +$37.5K +48 +16%
AWMG
3139
Alliance Wealth Management Group
New Jersey
$295K – – –
FWP
3140
Firethorn Wealth Partners
Georgia
$294K -$42.1K -54 -14%
CWP
3141
Capital Wealth Planning
Florida
$293K -$159K -204 -37%
CHA
3142
Cooper/Haims Advisors
New York
$293K +$54.6K +70 +25%
TFG
3143
Team Financial Group
California
$293K +$1.56K +2 +0.6%
OPTFSNA
3144
Old Point Trust & Financial Services N A
Virginia
$292K – – –
ACM
3145
Armbruster Capital Management
New York
$292K +$268K +344 New
AC
3146
ASB Consultores
Florida
$292K +$268K +344 New
SWP
3147
Significant Wealth Partners
Illinois
$292K +$268K +343 New
CA
3148
Carson Advisory
Georgia
$291K +$11.7K +15 +5%
MCA
3149
Millennium Capital Advisors
Arkansas
$291K +$267K +342 New
BCM
3150
BluePointe Capital Management
California
$291K +$15.6K +20 +6%
124 125
126
127 128