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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
SC
3276
Steph & Co
Wisconsin
$34.3K -$13K -22 -30%
DWA
3277
Dougherty Wealth Advisers
Minnesota
$34.3K – – –
FFL
3278
Financial Freedom LLC
Ohio
$33.3K – – –
QL
3279
Quarry LP
New York
$33K -$72.9K -123 -71%
SFA
3280
Semmax Financial Advisors
North Carolina
$31.5K +$20.2K +34 +340%
AP
3281
Aspect Partners
Virginia
$31K +$27.9K +47 New
CAM
3282
Chesapeake Asset Management
New York
$31K – – –
WIA
3283
Wetzel Investment Advisors
Indiana
$30K +$26.7K +45 New
MBFW
3284
Morton Brown Family Wealth
Pennsylvania
$29.8K +$17.8K +30 +200%
HCA
3285
Heck Capital Advisors
Wisconsin
$29.7K – – –
NSG
3286
Nalls Sherbakoff Group
Tennessee
$29.7K – – –
APC
3287
Aspire Private Capital
North Carolina
$27.1K -$29.6K -50 -55%
WFA
3288
West Financial Advisors
Iowa
$27.1K – – –
BC
3289
Barrett & Company
Rhode Island
$26.4K – – –
SA
3290
SRH Advisors
Kansas
$26.4K – – –
FRA
3291
Frank Rimerman Advisors
California
$26.4K +$23.7K +40 New
RG
3292
Richelieu Gestion
France
$25K +$22.5K +38 New
SSG
3293
Summit Securities Group
New York
$24K -$8.3K -14 -28%
CWAF
3294
Core Wealth Advisors (Florida)
Florida
$23.8K +$9.48K +16 +80%
BSC
3295
Brown Shipley & Co
United Kingdom
$23.1K – – –
RWM
3296
Ruedi Wealth Management
Illinois
$22.5K +$3.56K +6 +21%
PS
3297
PayPay Securities
Japan
$21.4K +$8.3K +14 +78%
RL
3298
Rogco LP
Oklahoma
$21.1K – – –
EPW
3299
Evergreen Private Wealth
Colorado
$21.1K +$19K +32 New
CWM
3300
CarsonAllaria Wealth Management
Illinois
$20.5K +$6.52K +11 +55%