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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
3176
Bouchey Financial Group
New York
$565K +$144K +148 +37%
LFP
3177
Lakeshore Financial Planning
Michigan
$564K – – –
PCM
3178
Pennsylvania Capital Management
Pennsylvania
$563K – – –
DBFM
3179
Dickmeyer Boyce Financial Management
Indiana
$562K +$550K +564 New
AWA
3180
Acorn Wealth Advisors
Michigan
$562K +$1.95K +2 +0.4%
DWP
3181
Destiny Wealth Partners
Florida
$561K +$2.92K +3 +0.5%
GCM
3182
Gunderson Capital Management
South Carolina
$560K +$99.4K +102 +22%
FAN
3183
Financial Advisors Network
California
$560K -$252K -259 -32%
FF
3184
Farrell Financial
New York
$560K +$40.9K +42 +8%
AWA
3185
Archvest Wealth Advisors
California
$559K +$28.3K +29 +5%
AW
3186
Alaethes Wealth
Nevada
$559K – – –
LCA
3187
Legend Capital Advisors
New York
$559K – – –
SMA
3188
Sage Mountain Advisors
Georgia
$558K -$2.29M -2,354 -81%
DIM
3189
Delta Investment Management
California
$558K +$10.7K +11 +2%
MAA
3190
Matrix Asset Advisors
New York
$557K -$3.9K -4 -0.7%
CAM
3191
Concorde Asset Management
Michigan
$556K -$258K -265 -32%
CA
3192
Cannon Advisors
North Carolina
$556K +$3.9K +4 +0.7%
PVM
3193
Palogic Value Management
Texas
$556K +$544K +558 New
RPSA
3194
Richard P. Slaughter Associates
Texas
$555K +$40K +41 +8%
IMT
3195
Investment Management Trust
Massachusetts
$555K +$543K +557 New
RA
3196
Rodgers & Associates
Pennsylvania
$554K -$52.6K -54 -9%
SC
3197
Saiph Capital
New Jersey
$554K -$44.8K -46 -8%
HA
3198
Hanover Advisors
South Carolina
$553K +$541K +555 New
LWMI
3199
Legacy Wealth Management (Idaho)
Idaho
$553K +$50.7K +52 +10%
SWM
3200
Selective Wealth Management
Virginia
$552K -$112K -115 -17%
126 127
128
129 130