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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
3276
Rakuten Securities
Japan
$262K -$17.4K -20 -6%
MC
3277
McCarthy & Cox
Ohio
$262K +$257K +296 New
MWM
3278
Mosley Wealth Management
California
$261K – – –
FA
3279
Fiducient Advisors
Illinois
$261K +$255K +294 New
QP
3280
Quartz Partners
New York
$260K +$255K +294 New
SFG
3281
Sunburst Financial Group
Alabama
$260K +$32.1K +37 +14%
PCA
3282
Providence Capital Advisors
North Carolina
$260K – – –
OWA
3283
One Wealth Advisors
California
$260K +$2.6K +3 +1%
PD
3284
Planning Directions
Pennsylvania
$258K -$92K -106 -27%
PWSG
3285
Pacific Wealth Strategies Group
California
$258K – – –
KC
3286
Kades & Cheifetz
Pennsylvania
$258K +$868 +1 +0.3%
BRM
3287
Boston Research & Management
Massachusetts
$257K – – –
SFG
3288
Sterling Financial Group
California
$256K – – –
SPP
3289
Single Point Partners
Massachusetts
$255K +$868 +1 +0.3%
PPG
3290
Peak Planning Group
Colorado
$254K – – –
GKIM
3291
GW&K Investment Management
Massachusetts
$254K +$33K +38 +15%
SPWG
3292
Syntegra Private Wealth Group
Missouri
$254K -$8.68K -10 -3%
RW
3293
Regimen Wealth
Georgia
$253K – – –
FNWA
3294
Financial Network Wealth Advisors
Utah
$253K +$10.4K +12 +4%
FF
3295
Friedenthal Financial
New Jersey
$252K -$48.6K -56 -16%
HIM
3296
Hanlon Investment Management
New Jersey
$252K +$14.8K +17 +6%
GFPC
3297
Global Financial Private Client
Florida
$252K +$63.4K +73 +35%
HWMG
3298
Hurlow Wealth Management Group
Indiana
$251K – – –
SSC
3299
Syverson Strege & Co
Iowa
$251K -$180K -207 -42%
JFA
3300
JNBA Financial Advisors
Minnesota
$250K -$13.9K -16 -5%
130 131
132
133 134