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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
SPIO
3201
Seven Post Investment Office
California
$266K – – –
PWS
3202
Private Wealth Strategies
Ohio
$266K +$244K +313 New
AOG
3203
Alpha Omega Group
Virginia
$265K +$780 +1 +0.3%
SDJVC
3204
St. Denis J. Villere & Co
Louisiana
$265K – – –
T
3205
Tidemark
California
$265K +$15.6K +20 +7%
CFFP
3206
Center for Financial Planning
Michigan
$264K – – –
DW30
3207
Drucker Wealth 3.0
New Jersey
$264K +$243K +311 New
BBPWM
3208
Blue Bell Private Wealth Management
Pennsylvania
$263K +$9.36K +12 +4%
GC
3209
Gould Capital
Washington
$263K +$46.8K +60 +24%
RRA
3210
Round Rock Advisors
Connecticut
$263K -$11.7K -15 -5%
LSC
3211
Lesa Sroufe & Co
Washington
$263K – – –
AAM
3212
Ameraudi Asset Management
New York
$263K – – –
A
3213
AlphaQuest
New York
$262K +$223K +286 +1,300%
LIA
3214
Lynx Investment Advisory
District of Columbia
$262K +$240K +308 New
MWA
3215
Martel Wealth Advisors
Washington
$261K -$57K -73 -19%
FRM
3216
Fox Run Management
Connecticut
$259K +$10.1K +13 +4%
BFS
3217
Beacon Financial Strategies
North Carolina
$258K -$16.4K -21 -6%
EMFAT
3218
Emerald Mutual Fund Advisers Trust
Pennsylvania
$258K -$5.46K -7 -2%
SGWM
3219
Sterling Group Wealth Management
California
$258K +$237K +304 New
IC
3220
Iconiq Capital
California
$258K +$236K +303 New
CWM
3221
Cherrydale Wealth Management
New Jersey
$257K +$236K +302 New
FFBTD
3222
First Financial Bank - Trust Division
Ohio
$257K -$127K -163 -35%
CISOA
3223
Capital Investment Services of America
Wisconsin
$257K – – –
PCM
3224
Perkins Capital Management
Minnesota
$255K -$39K -50 -14%
FAB
3225
First American Bank
Illinois
$255K – – –