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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
3201
Vantage Financial Partners (Wisconsin)
Wisconsin
$294K -$106K -122 -27%
RWM
3202
Reston Wealth Management
Virginia
$294K – – –
BCM
3203
BluePointe Capital Management
California
$293K -$9.55K -11 -3%
WWMSC
3204
Wagner Wealth Management (South Carolina)
South Carolina
$293K -$18.2K -21 -6%
CA
3205
Carson Advisory
Georgia
$292K -$11.3K -13 -4%
DW30
3206
Drucker Wealth 3.0
New Jersey
$292K +$15.6K +18 +6%
CMP
3207
Coston McIsaac & Partners
Maine
$291K -$8.68K -10 -3%
W
3208
Wealthquest
Ohio
$291K -$232K -267 -45%
WIM
3209
Warwick Investment Management
Texas
$290K +$40.8K +47 +17%
HC
3210
Hourglass Capital
Texas
$289K – – –
SW
3211
Schulz Wealth
Texas
$289K – – –
MPAM
3212
Murphy Pohlad Asset Management
Minnesota
$289K – – –
CMA
3213
Cedar Mountain Advisors
Oregon
$289K – – –
WIM
3214
Wittenberg Investment Management
Massachusetts
$288K -$316K -364 -53%
AIP
3215
Almanack Investment Partners
Pennsylvania
$288K – – –
GIM
3216
Gold Investment Management
Alberta, Canada
$288K – – –
GJCM
3217
Grand Jean Capital Management
California
$288K – – –
WCM
3218
Westend Capital Management
California
$288K – – –
OFW
3219
Omnia Family Wealth
Florida
$288K +$35.6K +41 +14%
BF
3220
Blankinship & Foster
California
$286K – – –
MWA
3221
Merkkuri Wealth Advisors
New York
$285K +$279K +321 New
BBPWM
3222
Blue Bell Private Wealth Management
Pennsylvania
$285K +$9.55K +11 +4%
BZWA
3223
Blue Zone Wealth Advisors
California
$284K +$66K +76 +31%
JWWM
3224
Johnson & White Wealth Management
Pennsylvania
$283K +$277K +319 New
SAM
3225
Smithbridge Asset Management
Pennsylvania
$283K -$1.74K -2 -0.6%