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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
3276
Baron Wealth Management
Michigan
$263K +$258K +297 New
BSAM
3277
Blue Square Asset Management
New York
$263K – – –
RS
3278
Rakuten Securities
Japan
$262K -$17.4K -20 -6%
MC
3279
McCarthy & Cox
Ohio
$262K +$257K +296 New
MWM
3280
Mosley Wealth Management
California
$261K – – –
FA
3281
Fiducient Advisors
Illinois
$261K +$255K +294 New
QP
3282
Quartz Partners
New York
$260K +$255K +294 New
SFG
3283
Sunburst Financial Group
Alabama
$260K +$32.1K +37 +14%
PCA
3284
Providence Capital Advisors
North Carolina
$260K – – –
OWA
3285
One Wealth Advisors
California
$260K +$2.6K +3 +1%
PD
3286
Planning Directions
Pennsylvania
$258K -$92K -106 -27%
PWSG
3287
Pacific Wealth Strategies Group
California
$258K – – –
KC
3288
Kades & Cheifetz
Pennsylvania
$258K +$868 +1 +0.3%
BRM
3289
Boston Research & Management
Massachusetts
$257K – – –
SFG
3290
Sterling Financial Group
California
$256K – – –
SPP
3291
Single Point Partners
Massachusetts
$255K +$868 +1 +0.3%
PPG
3292
Peak Planning Group
Colorado
$254K – – –
GW&K Investment Management
3293
GW&K Investment Management
Massachusetts
$254K +$33K +38 +15%
SPWG
3294
Syntegra Private Wealth Group
Missouri
$254K -$8.68K -10 -3%
RW
3295
Regimen Wealth
Georgia
$253K – – –
FNWA
3296
Financial Network Wealth Advisors
Utah
$253K +$10.4K +12 +4%
FF
3297
Friedenthal Financial
New Jersey
$252K -$48.6K -56 -16%
HIM
3298
Hanlon Investment Management
New Jersey
$252K +$14.8K +17 +6%
GFPC
3299
Global Financial Private Client
Florida
$252K +$63.4K +73 +35%
HWMG
3300
Hurlow Wealth Management Group
Indiana
$251K – – –