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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
3401
William Mack & Associates
Michigan
$331K +$335K +361 New
RMC
3402
Ring Mountain Capital
California
$330K +$334K +360 New
LA
3403
Lynch & Associates
Indiana
$330K – – –
RS
3404
Rakuten Securities
Japan
$330K +$59.4K +64 +22%
FWP
3405
Firethorn Wealth Partners
Georgia
$330K +$1.86K +2 +0.6%
RC
3406
Rovin Capital
Arizona
$329K +$51K +55 +18%
GHA
3407
Granite Harbor Advisors
Texas
$329K – – –
PI
3408
Parkside Investments
Illinois
$329K +$42.7K +46 +15%
CWM
3409
Cherrydale Wealth Management
New Jersey
$327K +$51K +55 +18%
PWM
3410
Penobscot Wealth Management
Maine
$327K +$11.1K +12 +3%
BWMG
3411
Barnes Wealth Management Group
California
$325K +$329K +355 New
FPWM
3412
FSB Premier Wealth Management
Iowa
$324K +$14.8K +16 +5%
SFS
3413
Summit Financial Strategies
Ohio
$323K -$4.64K -5 -1%
OAM
3414
Occidental Asset Management
California
$323K +$3.71K +4 +1%
SL
3415
Salomon & Ludwin
Virginia
$323K -$383K -413 -54%
FFBTD
3416
First Financial Bank - Trust Division
Ohio
$323K – – –
BWM
3417
Bosman Wealth Management
California
$323K +$327K +352 New
RIS
3418
Richmond Investment Services
Wisconsin
$322K +$327K +352 New
DI
3419
DDFG Inc
California
$322K -$139K -150 -30%
W
3420
Wealthquest
Ohio
$322K +$18.6K +20 +6%
CIA
3421
Cascade Investment Advisors
Oregon
$322K – – –
LSWM
3422
Lorne Steinberg Wealth Management
Canada
$322K – – –
PSCM
3423
Per Stirling Capital Management
Texas
$321K -$21.3K -23 -6%
FCFC
3424
First Citizens Financial Corp
Iowa
$321K – – –
CWIG
3425
Chung Wu Investment Group
Texas
$321K +$325K +350 New
135 136
137
138 139