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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
3351
Montis Financial
Massachusetts
$379K – – –
6F
3352
626 Financial
Michigan
$377K -$47.7K -48 -11%
CAM
3353
Capco Asset Management
Florida
$376K – – –
RIS
3354
Retirement Income Solutions
Michigan
$376K – – –
WAM
3355
WNY Asset Management
New York
$376K +$14.9K +15 +4%
BF
3356
Brogan Financial
Tennessee
$375K +$994 +1 +0.3%
CCAM
3357
Cascades Capital Asset Management
North Carolina
$373K -$26.8K -27 -7%
KTM
3358
Keeler Thomas Management
Utah
$373K -$1.72M -1,735 -82%
AIA
3359
Acute Investment Advisory
Arizona
$373K – – –
SPI
3360
Sutton Place Investors
New York
$372K +$31.8K +32 +9%
BBPWM
3361
Blue Bell Private Wealth Management
Pennsylvania
$371K +$21.9K +22 +6%
IWP
3362
IAG Wealth Partners
Wisconsin
$371K – – –
IP
3363
Intellectus Partners
California
$371K +$9.94K +10 +3%
NWA
3364
Navis Wealth Advisors
New York
$371K +$4.97K +5 +1%
JWM
3365
Jeppson Wealth Management
California
$370K -$26.8K -27 -7%
FS
3366
Ferguson Shapiro
Georgia
$370K – – –
DPI
3367
Diversified Portfolios Inc
Michigan
$370K +$8.95K +9 +2%
FIC
3368
Family Investment Center
Missouri
$369K +$371K +373 New
JHCP
3369
Jackson Hole Capital Partners
Oklahoma
$369K – – –
MCA
3370
Millennium Capital Advisors
Arkansas
$368K +$19.9K +20 +6%
ARC
3371
Advisor Resource Council
Texas
$366K -$6.06M -6,096 -94%
KAM
3372
Karani Asset Management
New York
$366K -$997K -1,003 -73%
CFSG
3373
Clark Financial Services Group
Missouri
$366K +$367K +369 New
GC
3374
GatePass Capital
Ohio
$365K -$1.99K -2 -0.5%
VMMC
3375
V.M. Manning & Co
South Carolina
$364K +$385K +387 New
133 134
135
136 137