We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3126
MinichMacGregor Wealth Management
New York
$333K +$5.21K +6 +2%
JHCP
3127
Jackson Hole Capital Partners
Oklahoma
$331K – – –
PSCM
3128
Per Stirling Capital Management
Texas
$330K -$28.6K -33 -8%
SIA
3129
SGL Investment Advisors
Montana
$330K +$310K +357 New
HAG
3130
HF Advisory Group
Maryland
$329K +$868 +1 +0.3%
PPW
3131
Pasadena Private Wealth
California
$328K -$65.1K -75 -17%
IP
3132
Isthmus Partners
Wisconsin
$328K – – –
SP
3133
Symmetry Partners
Connecticut
$328K -$1.58M -1,823 -83%
TAM
3134
Tucker Asset Management
Colorado
$328K – – –
NWA
3135
Navis Wealth Advisors
New York
$327K – – –
NPFS
3136
Novak & Powell Financial Services
Florida
$327K +$88.5K +102 +38%
SFA
3137
Source Financial Advisors
New York
$327K -$868 -1 -0.3%
WTFG
3138
Wells Trecaso Financial Group
Ohio
$327K +$18.2K +21 +6%
RK
3139
Rather & Kittrell
Tennessee
$326K +$1.74K +2 +0.5%
WFAG
3140
Worth Financial Advisory Group
North Carolina
$325K +$104K +120 +49%
SWP
3141
Significant Wealth Partners
Illinois
$325K +$20.8K +24 +7%
RIS
3142
Retirement Income Solutions
Michigan
$325K -$17.4K -20 -5%
KFG
3143
Kingdom Financial Group
Arizona
$325K -$62.5K -72 -16%
ST
3144
Sabal Trust
Florida
$324K -$46.9K -54 -13%
ECM
3145
Elgethun Capital Management
South Dakota
$323K – – –
IP
3146
Intellectus Partners
California
$323K +$6.08K +7 +2%
AWP
3147
Accretive Wealth Partners
New Jersey
$322K -$422K -486 -57%
BMD
3148
Better Money Decisions
New Mexico
$322K – – –
CST
3149
Charles Schwab Trust
Nevada
$321K -$660K -761 -68%
MIM
3150
Meixler Investment Management
Arizona
$320K -$68.6K -79 -18%
124 125
126
127 128