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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
3401
Millennium Capital Advisors
Arkansas
$332K +$14.8K +16 +5%
PCM
3402
Peirce Capital Management
Texas
$332K +$336K +362 New
WMA
3403
William Mack & Associates
Michigan
$331K +$335K +361 New
RMC
3404
Ring Mountain Capital
California
$330K +$334K +360 New
LA
3405
Lynch & Associates
Indiana
$330K – – –
RS
3406
Rakuten Securities
Japan
$330K +$59.4K +64 +22%
FWP
3407
Firethorn Wealth Partners
Georgia
$330K +$1.86K +2 +0.6%
RC
3408
Rovin Capital
Arizona
$329K +$51K +55 +18%
GHA
3409
Granite Harbor Advisors
Texas
$329K – – –
Parkside Investments
3410
Parkside Investments
Illinois
$329K +$42.7K +46 +15%
CWM
3411
Cherrydale Wealth Management
New Jersey
$327K +$51K +55 +18%
PWM
3412
Penobscot Wealth Management
Maine
$327K +$11.1K +12 +3%
BWMG
3413
Barnes Wealth Management Group
California
$325K +$329K +355 New
FPWM
3414
FSB Premier Wealth Management
Iowa
$324K +$14.8K +16 +5%
Summit Financial Strategies
3415
Summit Financial Strategies
Ohio
$323K -$4.64K -5 -1%
Occidental Asset Management
3416
Occidental Asset Management
California
$323K +$3.71K +4 +1%
Salomon & Ludwin
3417
Salomon & Ludwin
Virginia
$323K -$383K -413 -54%
First Financial Bank - Trust Division
3418
First Financial Bank - Trust Division
Ohio
$323K – – –
BWM
3419
Bosman Wealth Management
California
$323K +$327K +352 New
RIS
3420
Richmond Investment Services
Wisconsin
$322K +$327K +352 New
DI
3421
DDFG Inc
California
$322K -$139K -150 -30%
Wealthquest
3422
Wealthquest
Ohio
$322K +$18.6K +20 +6%
CIA
3423
Cascade Investment Advisors
Oregon
$322K – – –
LSWM
3424
Lorne Steinberg Wealth Management
Canada
$322K – – –
Per Stirling Capital Management
3425
Per Stirling Capital Management
Texas
$321K -$21.3K -23 -6%