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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
AOI
3251
Auto-Owners Insurance
Michigan
$426K -$3.69M -3,717 -90%
KA
3252
Kure Advisory
Minnesota
$425K +$45.7K +46 +12%
BBA
3253
Braun-Bostich & Associates
Pennsylvania
$425K +$12.9K +13 +3%
CW
3254
Code Waechter
Florida
$425K +$19.9K +20 +5%
WCP
3255
Wealthcare Capital Partners
Pennsylvania
$424K +$20.9K +21 +5%
PFM
3256
Phillips Financial Management
Indiana
$423K +$41.7K +42 +11%
GWM
3257
Gitterman Wealth Management
New Jersey
$422K -$122K -123 -22%
MWM
3258
Moulton Wealth Management
Washington
$422K +$994 +1 +0.2%
IAG
3259
Investment Advisory Group
Massachusetts
$422K +$21.9K +22 +5%
MCP
3260
Martin Capital Partners
Oregon
$421K +$422K +425 New
BAM
3261
Bosun Asset Management
Illinois
$421K -$199K -200 -32%
WDG
3262
Wealth Dimensions Group
Ohio
$420K +$15.9K +16 +4%
SPAS
3263
Spectrum Planning & Advisory Services
California
$420K +$83.5K +84 +25%
SW
3264
SMART Wealth
Nebraska
$420K -$110K -111 -21%
CAM
3265
Clark Asset Management
New Hampshire
$420K +$28.8K +29 +7%
GW&K Investment Management
3266
GW&K Investment Management
Massachusetts
$419K +$119K +120 +40%
LWMI
3267
Legacy Wealth Management (Idaho)
Idaho
$419K +$6.96K +7 +2%
LIS
3268
Legacy Investment Solutions
Idaho
$419K +$420K +423 New
FSBI
3269
Fearless Solutions (Best Invest)
Texas
$419K – – –
AWM
3270
Ariadne Wealth Management
California
$418K -$28.8K -29 -6%
RC
3271
Rexford Capital
Texas
$418K +$419K +422 New
DKCM
3272
Davidson Kahn Capital Management
California
$417K +$22.9K +23 +6%
Advance Capital Management
3273
Advance Capital Management
Michigan
$416K +$3.98K +4 +1%
IWS
3274
Integrity Wealth Solutions
Colorado
$416K -$1.99K -2 -0.5%
CP
3275
Covenant Partners
Tennessee
$416K – – –