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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TFIPS
3151
Towarzystwo Funduszy Inwestycyjnych PZU SA
$205K +$184K +310 New
GA
3152
GoalVest Advisory
New York
$204K +$68.2K +115 +59%
AAM
3153
Ameraudi Asset Management
New York
$204K +$183K +309 New
AOG
3154
Alpha Omega Group
Virginia
$203K +$182K +307 New
AFA
3155
American Financial Advisors
Georgia
$202K +$182K +307 New
MWM
3156
MGB Wealth Management
Texas
$202K +$181K +305 New
SFC
3157
SYM Financial Corp
Indiana
$202K +$181K +306 New
OA
3158
Operose Advisors
Wisconsin
$202K -$29K -49 -14%
JSAM
3159
J. Safra Asset Management
New York
$202K – – –
RRA
3160
Round Rock Advisors
Connecticut
$202K +$181K +305 New
PWS
3161
Private Wealth Strategies
Ohio
$201K +$181K +305 New
DLCIG
3162
D.L. Carlson Investment Group
New Hampshire
$201K +$164K +277 New
CIM
3163
Confluence Investment Management
Missouri
$201K +$180K +304 New
SC
3164
Sykon Capital
New York
$201K +$180K +304 New
NIMI
3165
Natixis Investment Managers International
France
$199K -$59.3K -100 -25%
PK
3166
Pflug Koory
Nebraska
$192K – – –
BBPWM
3167
Blue Bell Private Wealth Management
Pennsylvania
$192K +$60.5K +102 +54%
GJIA
3168
Glass Jacobson Investment Advisors
Maryland
$190K -$2.37K -4 -1%
FF
3169
Friedenthal Financial
New Jersey
$187K +$168K +283 New
PAM
3170
Paradigm Asset Management
New York
$185K – – –
CSWM
3171
Cassady Schiller Wealth Management
Ohio
$178K – – –
PP
3172
PFS Partners
New Jersey
$176K – – –
PWA
3173
Provenance Wealth Advisors
Florida
$176K +$20.7K +35 +15%
AI
3174
Arvest Investments
Arkansas
$175K +$157K +265 New
AAP
3175
Arax Advisory Partners
Colorado
$174K -$1.78K -3 -1%
125 126
127
128 129