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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
3301
Measured Wealth Private Client Group
New Hampshire
$222K +$204K +261 New
MFGM
3302
Marshall Financial Group (Maryland)
Maryland
$221K -$16.4K -21 -7%
IAS
3303
IMA Advisory Services
Colorado
$220K +$202K +259 New
PPWM
3304
PFG Private Wealth Management
Florida
$220K +$2.34K +3 +1%
CFAM
3305
Center For Asset Management
Florida
$220K +$202K +259 New
FDDB
3306
Fidelity D&D Bancorp
Pennsylvania
$220K +$202K +259 New
LSA
3307
Lansing Street Advisors
Pennsylvania
$220K +$201K +258 New
MIM
3308
Manitou Investment Management
Ontario, Canada
$219K -$419K -537 -68%
RFA
3309
Register Financial Advisors
Georgia
$219K +$107K +137 +113%
GRA
3310
Golden Road Advisors
Florida
$219K +$193K +247 New
KHC
3311
Koesten Hirschmann & Crabtree
Kansas
$219K – – –
CIG
3312
Cullen Investment Group
Louisiana
$219K +$201K +257 New
CWM
3313
Cabot Wealth Management
Massachusetts
$218K +$201K +257 New
SFG
3314
Sunburst Financial Group
Alabama
$218K +$200K +256 New
HWM
3315
Horizon Wealth Management
Illinois
$217K -$15.6K -20 -7%
PCMC
3316
Paragon Capital Management (Colorado)
Colorado
$217K -$35.9K -46 -15%
NWA
3317
New World Advisors
Massachusetts
$216K +$198K +254 New
SWM
3318
Stapp Wealth Management
Washington
$216K +$198K +254 New
ONSWM
3319
Old North State Wealth Management
North Carolina
$214K +$195K +250 New
AAS
3320
Asset Allocation Strategies
Michigan
$214K +$196K +251 New
FWM
3321
FMB Wealth Management
California
$213K +$196K +251 New
CWM
3322
Comprehensive Wealth Management
Washington
$213K +$196K +251 New
AF
3323
Aldebaran Financial
$212K +$195K +250 New
PA
3324
Planning Alternatives
Michigan
$212K +$195K +250 New
TWM
3325
Tanager Wealth Management
United Kingdom
$212K +$195K +250 New