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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
3401
Seek First
California
$354K +$8.95K +9 +3%
RWM
3402
Revisor Wealth Management
Ohio
$354K +$1.99K +2 +0.6%
BBWP
3403
Beacon Bridge Wealth Partners
Pennsylvania
$353K +$355K +357 New
LFM
3404
LGT Fund Management
Liechtenstein
$351K -$1.99M -2,000 -85%
SPA
3405
Sherbrooke Park Advisers
New York
$351K -$96.4K -97 -21%
UBV
3406
United Bank (Virginia)
Virginia
$351K -$2.98K -3 -0.8%
FPW
3407
Flywheel Private Wealth
California
$349K -$54.7K -55 -13%
SWA
3408
SOA Wealth Advisors
New York
$349K -$2.95M -2,963 -14%
SIA
3409
Summit Investment Advisors
Maryland
$349K +$1.99K +2 +0.5%
WAM
3410
Wolverine Asset Management
Illinois
$347K +$301K +303 +631%
AWM
3411
Activest Wealth Management
Florida
$347K +$11.9K +12 +4%
CCM
3412
Coerente Capital Management
Ontario, Canada
$346K -$124K -125 -26%
FCFC
3413
First Citizens Financial Corp
Iowa
$346K – – –
BCM
3414
Boreal Capital Management
Florida
$346K +$348K +350 New
AA
3415
Addison Advisors
Vermont
$345K +$994 +1 +0.3%
FC
3416
Financial Council
Maryland
$345K – – –
QL
3417
Quarry LP
New York
$345K +$347K +349 New
TCM
3418
Towercrest Capital Management
Pennsylvania
$345K – – –
HAG
3419
HF Advisory Group
Maryland
$345K -$39.8K -40 -10%
WTFG
3420
Wells Trecaso Financial Group
Ohio
$344K – – –
EPW
3421
Endeavor Private Wealth
Kansas
$344K +$16.9K +17 +5%
LA
3422
Latitude Advisors
Florida
$343K +$5.96K +6 +2%
DF
3423
Define Financial
California
$343K – – –
AWMG
3424
Alliance Wealth Management Group
New Jersey
$341K – – –
FBC
3425
Fairfield, Bush & Co
Connecticut
$341K +$61.6K +62 +22%
135 136
137
138 139