We are live on ! Find out more
COST icon

Costco

Name Holding Trade Value Shares
Change
Change in
Stake
GWI
3226
Grace & White Inc
New York
$255K – – –
SIA
3227
Sage Investment Advisers
New York
$255K – – –
BC
3228
Bowman & Company
Wisconsin
$255K +$780 +1 +0.3%
LWMG
3229
Levy Wealth Management Group
Pennsylvania
$255K +$234K +300 New
JFA
3230
JNBA Financial Advisors
Minnesota
$253K – – –
AG
3231
Advocate Group
Minnesota
$253K – – –
BSAM
3232
Blue Square Asset Management
New York
$252K – – –
IAP
3233
Indie Asset Partners
Indiana
$252K +$232K +297 New
GCM
3234
Gunderson Capital Management
South Carolina
$252K +$231K +296 New
SPWG
3235
Syntegra Private Wealth Group
Missouri
$252K +$231K +296 New
AFS
3236
Access Financial Services
Minnesota
$250K +$229K +294 New
CSA
3237
Cottage Street Advisors
Massachusetts
$250K +$229K +294 New
PCMF
3238
Private Capital Management (Florida)
Florida
$250K -$10.9K -14 -5%
MWM
3239
Mosley Wealth Management
California
$250K – – –
PMG
3240
ProVise Management Group
Florida
$250K +$229K +294 New
PCA
3241
Providence Capital Advisors
North Carolina
$249K – – –
SLT
3242
St Louis Trust
Missouri
$249K – – –
HC
3243
Hamilton Capital
Ohio
$248K -$145K -186 -39%
OWA
3244
One Wealth Advisors
California
$248K +$226K +290 New
PWSG
3245
Pacific Wealth Strategies Group
California
$247K -$780 -1 -0.3%
KC
3246
Kades & Cheifetz
Pennsylvania
$247K – – –
GHA
3247
Granite Harbor Advisors
Texas
$246K – – –
BRM
3248
Boston Research & Management
Massachusetts
$246K – – –
KPPF
3249
Klein Pavlis & Peasley Financial
California
$246K -$7.8K -10 -3%
SFG
3250
Sterling Financial Group
California
$246K – – –