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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
3401
WESPAC Advisors SoCal
California
$208K +$204K +235 New
AIM
3402
Athena Investment Management
California
$208K -$4.34K -5 -2%
SC
3403
Stephens Consulting
Michigan
$208K
HIF
3404
Hill Island Financial
Michigan
$208K +$203K +234 New
SHIM
3405
Stone House Investment Management
Pennsylvania
$208K
MKA
3406
M. Kulyk & Associates
Georgia
$207K +$202K +233 New
ASW
3407
Astoria Strategic Wealth
Texas
$206K +$201K +232 New
PWP
3408
Parkwoods Wealth Partners
New York
$206K +$201K +232 New
TCMP
3409
Thrive Capital Management (Pennsylvania)
Pennsylvania
$205K -$148K -170 -42%
GWSA
3410
Global Wealth Strategies & Associates
Colorado
$205K +$106K +122 +112%
CA
3411
CGN Advisors
Kansas
$205K +$200K +231 New
PCI
3412
Planning Center Inc
Illinois
$205K +$200K +231 New
EARNEST Partners
3413
EARNEST Partners
Georgia
$204K +$200K +230 New
GA
3414
GoalVest Advisory
New York
$203K
TLA
3415
Tanglewood Legacy Advisors
Texas
$203K
HP
3416
Holistic Planning
Texas
$203K +$199K +229 New
LI
3417
LVZ Inc
Michigan
$202K +$198K +228 New
WAM
3418
Worth Asset Management
Texas
$202K -$386K -445 -66%
BTWM
3419
Brass Tax Wealth Management
Ohio
$201K -$1.07M -1,236 -84%
CWI
3420
Conscious Wealth Investments
Florida
$201K +$194K +224 New
NCG
3421
Newport Capital Group
New Jersey
$201K +$197K +227 New
OFS
3422
Oldfather Financial Services
Nebraska
$200K +$196K +226 New
AWM
3423
Altus Wealth Management
Kentucky
$200K +$196K +226 New
GSAM
3424
Grant Street Asset Management
Pennsylvania
$200K +$196K +226 New
OPTFSNA
3425
Old Point Trust & Financial Services N A
Virginia
$199K -$103K -119 -35%