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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
B
3226
Barings
North Carolina
$282K -$156K -180 -36%
T
3227
Tidemark
California
$281K +$5.21K +6 +2%
CWM
3228
Cahill Wealth Management
Michigan
$281K +$45.1K +52 +20%
MS
3229
Madden Securities
Texas
$281K -$138K -159 -33%
SFS
3230
Sharp Financial Services
Pennsylvania
$281K -$33K -38 -11%
GC
3231
Gould Capital
Washington
$281K +$6.08K +7 +2%
TWA
3232
Talisman Wealth Advisors
New Jersey
$280K +$2.6K +3 +1%
BFS
3233
Burr Financial Services
California
$280K – – –
AI
3234
Arvest Investments
Arkansas
$280K +$44.3K +51 +19%
HIM
3235
HughesLittle Investment Management
$279K – – –
CPP
3236
Capasso Planning Partners
South Carolina
$278K – – –
WLIM
3237
White Lighthouse Investment Management
Massachusetts
$278K +$273K +314 New
PI
3238
Parkside Investments
Illinois
$278K -$117K -135 -30%
SPIO
3239
Seven Post Investment Office
California
$277K – – –
BTWM
3240
Baker Tilly Wealth Management
Wisconsin
$277K -$203K -234 -43%
AOG
3241
Alpha Omega Group
Virginia
$277K – – –
SDJVC
3242
St. Denis J. Villere & Co
Louisiana
$277K – – –
CFFP
3243
Center for Financial Planning
Michigan
$276K – – –
LSC
3244
Lesa Sroufe & Co
Washington
$275K – – –
AAM
3245
Ameraudi Asset Management
New York
$274K – – –
SIA
3246
Sage Investment Advisers
New York
$272K +$6.08K +7 +2%
CCT
3247
Chemung Canal Trust
New York
$271K -$40.8K -47 -13%
EWA
3248
Evolution Wealth Advisors
Florida
$271K +$27.8K +32 +12%
MWA
3249
Martel Wealth Advisors
Washington
$271K – – –
WFS
3250
Walker Financial Services
Kentucky
$271K +$21.7K +25 +9%
128 129
130
131 132