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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
AWMG
3176
Alliance Wealth Management Group
New Jersey
$308K – – –
TFG
3177
Team Financial Group
California
$308K +$2.6K +3 +0.9%
OCM
3178
Objective Capital Management
Ohio
$307K +$301K +347 New
MCA
3179
Millennium Capital Advisors
Arkansas
$307K +$3.47K +4 +1%
PWM
3180
Penobscot Wealth Management
Maine
$306K +$9.55K +11 +3%
VFP
3181
Verus Financial Partners
Virginia
$304K +$4.34K +5 +1%
SM
3182
Sensible Money
Arizona
$303K – – –
LIA
3183
Lynx Investment Advisory
District of Columbia
$303K +$28.6K +33 +11%
WAM
3184
WNY Asset Management
New York
$302K -$21.7K -25 -7%
Vanguard Capital Wealth Advisors
3185
Vanguard Capital Wealth Advisors
Colorado
$302K -$701K -808 -70%
CWA
3186
Cornerstone Wealth Advisors
Minnesota
$302K – – –
AWP
3187
Atlas Wealth Partners
Pennsylvania
$301K – – –
BCM
3188
Beddow Capital Management
Wyoming
$301K – – –
ALC
3189
Alexander Labrunerie & Co
Missouri
$301K +$10.4K +12 +4%
LSA
3190
Lansing Street Advisors
Pennsylvania
$300K +$70.3K +81 +31%
CCA
3191
Cora Capital Advisors
New Jersey
$300K -$868 -1 -0.3%
SPWG
3192
Sage Private Wealth Group
Illinois
$299K – – –
FPWM
3193
FSB Premier Wealth Management
Iowa
$299K +$20K +23 +7%
GWM
3194
GoalFusion Wealth Management
Texas
$298K – – –
FAM
3195
Flaharty Asset Management
Florida
$297K – – –
LA
3196
Latitude Advisors
Florida
$297K +$3.47K +4 +1%
AA
3197
Addison Advisors
Vermont
$295K +$154K +177 +113%
GPWA
3198
Great Point Wealth Advisors
Massachusetts
$295K +$78.1K +90 +37%
CFS
3199
CGC Financial Services
Oregon
$294K -$38.2K -44 -12%
NFG
3200
Northeast Financial Group
Pennsylvania
$294K -$22.6K -26 -7%