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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
GW&K Investment Management
3201
GW&K Investment Management
Massachusetts
$136K -$2.96K -5 -2%
PIS
3202
POM Investment Strategies
North Carolina
$136K +$122K +206 New
CWA
3203
Carolina Wealth Advisors
South Carolina
$133K – – –
DF
3204
Dunhill Financial
United Kingdom
$133K +$119K +201 New
OAJ
3205
Ogorek Anthony Joseph
New York
$132K – – –
BAM
3206
Byrne Asset Management
New Jersey
$131K – – –
FC
3207
Family CFO
California
$125K – – –
LPP
3208
Life Planning Partners
Florida
$123K +$111K +187 New
HGA
3209
Hobbs Group Advisors
South Carolina
$122K +$109K +184 New
MAWCM
3210
Mine & Arao Wealth Creation & Management
California
$120K – – –
EIM
3211
Essex Investment Management
Massachusetts
$119K – – –
BC
3212
Belmont Capital
California
$115K +$593 +1 +0.6%
JFG
3213
JDM Financial Group
Texas
$114K – – –
VAMG
3214
Voisard Asset Management Group
Michigan
$114K +$103K +173 New
SAG
3215
Spotlight Asset Group
Illinois
$113K – – –
ACM
3216
Adalta Capital Management
New York
$108K – – –
FGAM
3217
Financial Gravity Asset Management
Texas
$107K +$95.4K +161 New
TCG
3218
Transcendent Capital Group
Oklahoma
$105K +$94.2K +159 New
JGIA
3219
Jackson Grant Investment Advisers
Connecticut
$104K – – –
AWM
3220
Activest Wealth Management
Florida
$102K – – –
PG
3221
Proffitt & Goodson
Tennessee
$102K -$1.19K -2 -1%
APW
3222
Acima Private Wealth
Virginia
$102K -$11.3K -19 -11%
BGAI
3223
Bruce G. Allen Investments
Colorado
$102K +$91.3K +154 New
PWMA
3224
Pension & Wealth Management Advisors
Massachusetts
$101K +$46.2K +78 +104%
JAM
3225
JCIC Asset Management
Ontario, Canada
$99K – – –