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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
YAL
3326
Your Advocates Ltd
Texas
$83.5K – – –
APC
3327
Aspire Private Capital
North Carolina
$83K +$51.4K +72 +176%
CTB
3328
Country Trust Bank
Illinois
$82.1K +$32.8K +46 +70%
CLOS
3329
Compagnie Lombard Odier SCmA
Switzerland
$80.6K – – –
SC
3330
Steph & Co
Wisconsin
$78.4K +$39.3K +55 +106%
MAM
3331
MMA Asset Management
Pennsylvania
$76.4K +$74.2K +104 New
CWM
3332
Cranbrook Wealth Management
Michigan
$75.4K +$714 +1 +1%
PG
3333
Proffitt & Goodson
Tennessee
$73.3K -$38.5K -54 -35%
DFA
3334
DHJJ Financial Advisors
Illinois
$73.3K – – –
POIA
3335
Pin Oak Investment Advisors
Texas
$73K – – –
CTWM
3336
Cherry Tree Wealth Management
Minnesota
$72.9K +$2.86K +4 +4%
GWSA
3337
Global Wealth Strategies & Associates
Colorado
$69.6K -$8.57K -12 -11%
CC
3338
Centiva Capital
New York
$68.9K +$21.4K +30 +47%
TWP
3339
TFO Wealth Partners
Ohio
$68.9K -$714 -1 -1%
PSB
3340
Piscataqua Savings Bank
New Hampshire
$68.1K -$1.43K -2 -2%
AW
3341
Avion Wealth
Texas
$64K +$9.99K +14 +19%
PP
3342
Paloma Partners
Connecticut
$63.7K +$62.1K +87 New
CPA
3343
Clear Point Advisors
New York
$63.6K +$3.57K +5 +6%
KWAG
3344
Kiely Wealth Advisory Group
North Carolina
$63K – – –
SOW
3345
State of Wyoming
Wyoming
$62.3K -$1.43K -2 -2%
BIM
3346
Breakwater Investment Management
Washington
$59.3K +$57.8K +81 New
LWA
3347
Lowe Wealth Advisors
Maryland
$59.3K -$20K -28 -26%
AWM
3348
Avondale Wealth Management
Texas
$57.1K – – –
IHWM
3349
Iron Horse Wealth Management
Iowa
$52.7K – – –
SFCL
3350
Strengthening Families & Communities LLC
Massachusetts
$44K – – –
132 133
134
135 136