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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CPL
3251
CAP Partners LLC
Tennessee
$481K +$14.9K +15 +3%
HWMC
3252
Heritage Wealth Management (California)
California
$481K +$244K +245 +91%
GP
3253
Geneva Partners
Wisconsin
$480K -$4.98K -5 -1%
ITG
3254
Index Technologies Group
New York
$479K +$9.96K +10 +2%
AW
3255
Alaethes Wealth
Nevada
$478K -$49.8K -50 -9%
WAM
3256
Walker Asset Management
Missouri
$477K -$27.9K -28 -5%
WIC
3257
Wilkins Investment Counsel
Massachusetts
$477K -$99.6K -100 -16%
MKW
3258
Mullaney, Keating & Wright
Connecticut
$477K -$19.9K -20 -4%
AI
3259
Arvest Investments
Arkansas
$476K -$2.99K -3 -0.6%
DF
3260
Define Financial
California
$475K +$95.7K +96 +23%
VNA
3261
Valley National Advisers
Pennsylvania
$475K -$22.9K -23 -4%
GWM
3262
Greenline Wealth Management
Florida
$474K +$22.9K +23 +5%
CFGA
3263
Cambridge Financial Group (Arizona)
Arizona
$474K -$31.9K -32 -6%
OIA
3264
Oakmont Investment Advisors
Pennsylvania
$473K -$259K -260 -34%
FAN
3265
Financial Advisors Network
California
$473K -$56.8K -57 -10%
TWM
3266
Tumwater Wealth Management
Idaho
$472K – – –
CWA
3267
Capital Wealth Alliance
Arizona
$472K -$6.97K -7 -1%
CNAM
3268
Campbell Newman Asset Management
Wisconsin
$472K – – –
DI
3269
DAGCO Inc
Ohio
$472K -$29.9K -30 -6%
WOSD
3270
WFA of San Diego
California
$472K -$8.97K -9 -2%
LWA
3271
LifeGoal Wealth Advisors
New York
$471K +$76.7K +77 +18%
WCM
3272
Westend Capital Management
California
$471K -$68.7K -69 -12%
WCM
3273
Windsor Capital Management
Arizona
$471K – – –
PWP
3274
Precedent Wealth Partners
Texas
$471K +$49.8K +50 +11%
FRM
3275
Fox Run Management
Connecticut
$471K +$501K +503 New
129 130
131
132 133