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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
OF
3201
Optimize Financial
California
$454K -$1.99K -2 -0.4%
CCM
3202
Chiron Capital Management
Florida
$453K -$4.97K -5 -1%
FCMT
3203
Founders Capital Management (Texas)
Texas
$453K – – –
IAA
3204
Ironsides Asset Advisors
North Carolina
$452K +$15.9K +16 +4%
BIA
3205
Bell Investment Advisors
California
$452K +$302K +304 +199%
CWAF
3206
Core Wealth Advisors (Florida)
Florida
$452K +$169K +170 +59%
MWM
3207
Meritas Wealth Management
California
$451K – – –
LSWM
3208
Lorne Steinberg Wealth Management
Canada
$451K -$34.8K -35 -7%
CCM
3209
Cloud Capital Management
Washington
$451K +$13.9K +14 +3%
WLPWM
3210
Walled Lake Planning & Wealth Management
Illinois
$451K -$45.7K -46 -9%
B
3211
Birchbrook
Maine
$450K -$994 -1 -0.2%
FWA
3212
Flagship Wealth Advisors
Massachusetts
$450K – – –
SWM
3213
Seaside Wealth Management
California
$448K +$6.96K +7 +2%
CMAI
3214
Capital Management Associates Inc
Minnesota
$447K -$414K -417 -48%
TPWA
3215
Twin Peaks Wealth Advisors
California
$447K -$14.9K -15 -3%
PPWM
3216
Perissos Private Wealth Management
Oklahoma
$447K – – –
NFP
3217
Narus Financial Partners
Utah
$446K -$994 -1 -0.2%
MIC
3218
Means Investment Company
Maine
$446K +$3.98K +4 +0.9%
SC
3219
Scholtz & Company
Connecticut
$445K – – –
CWIG
3220
Chung Wu Investment Group
Texas
$445K +$99.4K +100 +29%
LWM
3221
Latko Wealth Management
Illinois
$445K +$446K +449 New
NPFS
3222
Novak & Powell Financial Services
Florida
$445K +$81.5K +82 +22%
FEM
3223
Fulcrum Equity Management
Texas
$445K +$19.9K +20 +5%
NLP
3224
Next Level Private
New York
$444K +$994 +1 +0.2%
SL
3225
Salomon & Ludwin
Virginia
$443K – – –
127 128
129
130 131