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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RCI
3126
RS Crum Inc
California
$471K +$1.86K +2 +0.4%
GC
3127
Grange Capital
Oregon
$471K +$477K +514 New
WAN
3128
Wealth Advisors Northwest
Oregon
$470K +$475K +512 New
SA
3129
Stewardship Advisors
Pennsylvania
$469K -$20.4K -22 -4%
FF
3130
Farrell Financial
New York
$468K – – –
SI
3131
Severin Investments
Missouri
$468K +$473K +510 New
ACG
3132
Allen Capital Group
Nebraska
$467K +$30.6K +33 +7%
MW
3133
Maia Wealth
Colorado
$467K +$60.3K +65 +16%
IAP
3134
Indie Asset Partners
Indiana
$466K – – –
SSWM
3135
Smith Salley Wealth Management
North Carolina
$465K -$144K -155 -23%
FWA
3136
Flagship Wealth Advisors
Massachusetts
$465K +$470K +507 New
RCM
3137
Requisite Capital Management
Texas
$464K -$92.8K -100 -17%
WLPWM
3138
Walled Lake Planning & Wealth Management
Illinois
$463K – – –
AWA
3139
Acorn Wealth Advisors
Michigan
$463K +$8.35K +9 +2%
CNAM
3140
Campbell Newman Asset Management
Wisconsin
$463K – – –
SDAM
3141
Shulman DeMeo Asset Management
New York
$462K +$1.86K +2 +0.4%
NB
3142
Northwest Bancshares
Pennsylvania
$461K -$26K -28 -5%
TC
3143
Trust Company
Kansas
$461K +$6.5K +7 +1%
SH
3144
SLT Holdings
Arizona
$461K +$467K +503 New
TI
3145
Truepoint Inc
Ohio
$459K -$21.3K -23 -4%
VP
3146
Verum Partners
North Carolina
$459K +$9.28K +10 +2%
AC
3147
Avenir Corporation
Virginia
$458K – – –
E3F
3148
Eight 31 Financial
Texas
$458K – – –
LFG
3149
Lockerman Financial Group
California
$458K – – –
PFC
3150
Poplar Forest Capital
California
$458K – – –
124 125
126
127 128