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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CP
3401
Camelot Portfolios
Ohio
$209K -$412K -475 -67%
WA
3402
Waddell & Associates
Tennessee
$209K +$204K +235 New
WAS
3403
WESPAC Advisors SoCal
California
$208K +$204K +235 New
AIM
3404
Athena Investment Management
California
$208K -$4.34K -5 -2%
SC
3405
Stephens Consulting
Michigan
$208K – – –
HIF
3406
Hill Island Financial
Michigan
$208K +$203K +234 New
SHIM
3407
Stone House Investment Management
Pennsylvania
$208K – – –
MKA
3408
M. Kulyk & Associates
Georgia
$207K +$202K +233 New
ASW
3409
Astoria Strategic Wealth
Texas
$206K +$201K +232 New
PWP
3410
Parkwoods Wealth Partners
New York
$206K +$201K +232 New
TCMP
3411
Thrive Capital Management (Pennsylvania)
Pennsylvania
$205K -$148K -170 -42%
GWSA
3412
Global Wealth Strategies & Associates
Colorado
$205K +$106K +122 +112%
CA
3413
CGN Advisors
Kansas
$205K +$200K +231 New
PCI
3414
Planning Center Inc
Illinois
$205K +$200K +231 New
EARNEST Partners
3415
EARNEST Partners
Georgia
$204K +$200K +230 New
GA
3416
GoalVest Advisory
New York
$203K – – –
TLA
3417
Tanglewood Legacy Advisors
Texas
$203K – – –
HP
3418
Holistic Planning
Texas
$203K +$199K +229 New
LI
3419
LVZ Inc
Michigan
$202K +$198K +228 New
WAM
3420
Worth Asset Management
Texas
$202K -$386K -445 -66%
BTWM
3421
Brass Tax Wealth Management
Ohio
$201K -$1.07M -1,236 -84%
CWI
3422
Conscious Wealth Investments
Florida
$201K +$194K +224 New
NCG
3423
Newport Capital Group
New Jersey
$201K +$197K +227 New
OFS
3424
Oldfather Financial Services
Nebraska
$200K +$196K +226 New
AWM
3425
Altus Wealth Management
Kentucky
$200K +$196K +226 New