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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PDL
3351
Portfolio Design Labs
California
$204K +$187K +240 New
LAS
3352
LWM Advisory Services
Florida
$203K -$250K -320 -57%
PIS
3353
POM Investment Strategies
North Carolina
$203K +$25.8K +33 +16%
AC
3354
AWM Capital
Arizona
$203K +$186K +239 New
BWM
3355
Brown Wealth Management
Illinois
$203K +$186K +239 New
TLFA
3356
True Link Financial Advisors
California
$203K +$186K +239 New
MAWCM
3357
Mine & Arao Wealth Creation & Management
California
$202K +$41.4K +53 +29%
BFA
3358
BBJS Financial Advisors
Washington
$202K +$176K +226 +1,883%
SC
3359
Seldon Capital
California
$202K +$186K +238 New
HFO
3360
Heritage Family Offices
Arizona
$202K +$186K +238 New
HWMA
3361
Heritage Wealth Management (Arizona)
Arizona
$202K +$186K +238 New
OCG
3362
Opus Capital Group
Ohio
$202K +$186K +238 New
SFC
3363
Strategic Financial Concepts
Texas
$202K +$483M +618,383 +51,748%
SIA
3364
Spectrum Investment Advisors
Wisconsin
$201K -$40.6K -52 -18%
AT
3365
Arden Trust
Delaware
$201K +$184K +236 New
SRCM
3366
Signature Resources Capital Management
California
$200K -$168K -215 -48%
SC
3367
Stephens Consulting
Michigan
$200K – – –
SHIM
3368
Stone House Investment Management
Pennsylvania
$199K – – –
GA
3369
GoalVest Advisory
New York
$195K -$99.1K -127 -36%
TLA
3370
Tanglewood Legacy Advisors
Texas
$195K – – –
DCM
3371
Disciplina Capital Management
Tennessee
$192K – – –
DF
3372
Dunhill Financial
United Kingdom
$184K +$7.02K +9 +4%
WWP
3373
WR Wealth Planners
Missouri
$184K +$5.46K +7 +3%
RCM
3374
Ravenstone Capital Management
$184K – – –
GFPC
3375
Global Financial Private Client
Florida
$179K – – –
133 134
135
136 137