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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
SSC
3301
Syverson Strege & Co
Iowa
$251K -$180K -207 -42%
JFA
3302
JNBA Financial Advisors
Minnesota
$250K -$13.9K -16 -5%
NIM
3303
Nexus Investment Management
Ontario, Canada
$250K – – –
FL
3304
FreeGulliver LLC
Louisiana
$250K +$245K +282 New
FFG
3305
Fiduciary Financial Group
California
$249K +$243K +280 New
PMG
3306
ProVise Management Group
Florida
$249K -$11.3K -13 -4%
OA
3307
Operose Advisors
Wisconsin
$249K +$13K +15 +6%
PFM
3308
Phillips Financial Management
Indiana
$248K +$11.3K +13 +5%
WP
3309
Wealthspan Partners
Iowa
$247K +$10.4K +12 +4%
OPWM
3310
Oxinas Partners Wealth Management
Indiana
$247K +$868 +1 +0.4%
MFGM
3311
Marshall Financial Group (Maryland)
Maryland
$247K +$15.6K +18 +7%
WDC
3312
Woodward Diversified Capital
California
$246K -$5.21K -6 -2%
AG
3313
Advocate Group
Minnesota
$246K -$17.4K -20 -7%
DLCIG
3314
D.L. Carlson Investment Group
New Hampshire
$246K – – –
CWM
3315
Cabot Wealth Management
Massachusetts
$246K +$17.4K +20 +8%
WSFG
3316
Wall Street Financial Group
Illinois
$246K +$240K +277 New
TCM
3317
Triumph Capital Management
Colorado
$244K -$5.21K -6 -2%
STB
3318
S&T Bank
Pennsylvania
$244K – – –
KFS
3319
Keynote Financial Services
Connecticut
$244K – – –
Maverick Capital
3320
Maverick Capital
Texas
$244K +$239K +275 New
IWP
3321
IAG Wealth Partners
Wisconsin
$242K – – –
HAC
3322
Harbor Advisory Corp
New Hampshire
$242K +$237K +273 New
CWM
3323
C2C Wealth Management
Arizona
$240K – – –
IWS
3324
Integrity Wealth Solutions
Colorado
$240K – – –
SFG
3325
Sather Financial Group
Texas
$239K +$234K +270 New