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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
3176
Francis Financial
$546K +$36.9K +37 +7%
AT
3177
Arlington Trust
Alabama
$545K -$54.8K -55 -9%
PPWM
3178
PFG Private Wealth Management
Florida
$544K +$110K +110 +23%
PIMG
3179
Patriot Investment Management Group
Tennessee
$544K -$309K -310 -35%
MCA
3180
Millennium Capital Advisors
Arkansas
$542K +$6.97K +7 +1%
RCA
3181
Runnymede Capital Advisors
Ohio
$542K – – –
KFP
3182
Kerr Financial Planning
California
$541K +$29.9K +30 +5%
NWA
3183
Navis Wealth Advisors
New York
$540K – – –
PCMN
3184
Paradigm Capital Management (Nevada)
Nevada
$540K -$14.9K -15 -3%
CBTWT
3185
Community Bank & Trust (Waco, Texas)
Texas
$540K – – –
IAAG
3186
Innovative Asset Advisors Group
Connecticut
$540K -$996 -1 -0.2%
WFS
3187
Widmann Financial Services
Maryland
$540K +$219K +220 +62%
LWM
3188
LeConte Wealth Management
Tennessee
$539K -$15.9K -16 -3%
FFB
3189
First Financial Bankshares
Texas
$539K -$996 -1 -0.2%
FIC
3190
Family Investment Center
Missouri
$539K +$574K +576 New
QFP
3191
Quantum Financial Partners
Kansas
$539K +$573K +575 New
AHB
3192
Abner Herrman & Brock
New Jersey
$538K +$58.8K +59 +11%
SWRP
3193
Summit Wealth & Retirement Planning
California
$536K -$29.9K -30 -5%
WLPWM
3194
Walled Lake Planning & Wealth Management
Illinois
$535K +$113K +113 +25%
VCM
3195
Virtue Capital Management
Tennessee
$534K -$210K -211 -27%
AMBIA
3196
Allen Mooney & Barnes Investment Advisors
Georgia
$534K – – –
PIN
3197
Prudent Investors Network
California
$533K -$47.8K -48 -8%
SSWM
3198
Smith Salley Wealth Management
North Carolina
$532K +$76.7K +77 +16%
CAM
3199
Concorde Asset Management
Michigan
$529K +$6.97K +7 +1%
AWM
3200
Austin Wealth Management
Texas
$529K -$117K -117 -17%
126 127
128
129 130