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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
3301
SP Asset Management
California
$406K +$5.96K +6 +1%
HCM
3302
Hudson Capital Management
New Jersey
$404K – – –
LRIC
3303
Long Road Investment Counsel
Michigan
$404K – – –
MWM
3304
Maridea Wealth Management
New York
$404K -$413K -416 -50%
PPC
3305
Pennington Partners & Co
Maryland
$403K -$40.8K -41 -9%
HAM
3306
Harmony Asset Management
Arizona
$403K -$25.8K -26 -6%
CLOS
3307
Compagnie Lombard Odier SCmA
Switzerland
$403K – – –
DWM
3308
Denver Wealth Management
Colorado
$402K +$4.97K +5 +1%
GPA
3309
Guidance Point Advisors
Massachusetts
$402K – – –
FWP
3310
Firethorn Wealth Partners
Georgia
$402K +$8.95K +9 +2%
BTWM
3311
Baker Tilly Wealth Management
Wisconsin
$400K +$43.7K +44 +12%
TC
3312
Tacita Capital
Ontario, Canada
$400K – – –
PCA
3313
Providence Capital Advisors
North Carolina
$399K +$95.4K +96 +31%
OR
3314
Olympiad Research
Connecticut
$399K +$176K +177 +78%
SPWG
3315
Sage Private Wealth Group
Illinois
$398K +$76.5K +77 +24%
CC
3316
Cornerstone Capital
California
$398K -$59.6K -60 -13%
4WM
3317
4J Wealth Management
Virginia
$398K -$1.99K -2 -0.5%
NB
3318
Northwest Bancshares
Pennsylvania
$397K -$101K -102 -20%
QPW
3319
Quantum Private Wealth
Florida
$397K – – –
Cohen & Steers
3320
Cohen & Steers
New York
$396K -$49.7K -50 -11%
GWI
3321
Grace & White Inc
New York
$396K – – –
GGA
3322
Granite Group Advisors
Connecticut
$396K – – –
SWM
3323
Seed Wealth Management
Illinois
$396K – – –
PD
3324
Point72 (DIFC)
United Arab Emirates
$396K +$398K +400 New
EIA
3325
Eldridge Investment Advisors
New Hampshire
$395K – – –