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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
3401
Adalta Capital Management
New York
$136K – – –
PWMA
3402
Pension & Wealth Management Advisors
Massachusetts
$136K – – –
AWM
3403
Activest Wealth Management
Florida
$134K – – –
JGIA
3404
Jackson Grant Investment Advisers
Connecticut
$133K – – –
AA
3405
Addison Advisors
Vermont
$133K +$14K +18 +13%
JAM
3406
JCIC Asset Management
Ontario, Canada
$127K – – –
RAM
3407
Ramirez Asset Management
New York
$127K – – –
WAG
3408
Wiser Advisor Group
Arizona
$127K +$1.56K +2 +1%
PWMG
3409
Private Wealth Management Group
New Jersey
$126K -$15.6K -20 -12%
QT
3410
Quantbot Technologies
New York
$123K -$8.59M -11,013 -99%
SWA
3411
SOA Wealth Advisors
New York
$123K – – –
PCMC
3412
Planning Capital Management Corporation
Pennsylvania
$123K – – –
CWM
3413
Cedar Wealth Management
California
$121K -$3.12K -4 -3%
RCM
3414
Richardson Capital Management
Wisconsin
$121K +$11.7K +15 +12%
CIAS
3415
CBIZ Investment Advisory Services
Ohio
$121K -$780 -1 -0.7%
FGAM
3416
Financial Gravity Asset Management
Texas
$117K -$17.9K -23 -14%
RI
3417
Ridgewood Investments
New Jersey
$117K +$108K +138 New
AEPWM
3418
Atlantic Edge Private Wealth Management
Florida
$115K – – –
AFS
3419
Annapolis Financial Services
Maryland
$114K – – –
PA
3420
PSI Advisors
Florida
$113K +$3.9K +5 +4%
BIA
3421
Bell Investment Advisors
California
$112K -$3.12K -4 -3%
NECFA
3422
New England Capital Financial Advisors
Connecticut
$110K +$780 +1 +0.8%
MFT
3423
Moisand Fitzgerald Tamayo
Florida
$105K – – –
APW
3424
Acima Private Wealth
Virginia
$103K – – –
PP
3425
Pingora Partners
Wyoming
$102K – – –