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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
3401
Townsend & Associates
Colorado
$329K -$114K -119 -25%
CFAM
3402
Center For Asset Management
Florida
$329K +$9.59K +10 +3%
MIC
3403
Means Investment Company
Maine
$327K -$93K -97 -22%
SF
3404
Seek First
California
$327K -$4.79K -5 -1%
FPW
3405
Flywheel Private Wealth
California
$327K – – –
AV
3406
Aspiring Ventures
Ohio
$326K +$11.5K +12 +4%
LFS
3407
Legacy Financial Strategies
Kansas
$324K +$80.5K +84 +32%
HAM
3408
Harmony Asset Management
Arizona
$324K -$54.6K -57 -14%
CWIG
3409
Chung Wu Investment Group
Texas
$324K -$95.9K -100 -22%
AF
3410
Aldebaran Financial
$324K +$91.1K +95 +37%
SC
3411
Scholtz & Company
Connecticut
$324K -$95.9K -100 -22%
PWM
3412
Penobscot Wealth Management
Maine
$323K -$13.4K -14 -4%
LG
3413
LaFleur & Godfrey
Michigan
$322K -$839K -875 -72%
LA
3414
Latitude Advisors
Florida
$322K +$959 +1 +0.3%
LW
3415
Libra Wealth
California
$321K -$60.4K -63 -15%
HCA
3416
Heck Capital Advisors
Wisconsin
$321K +$20.1K +21 +6%
WW
3417
Waterfront Wealth
Kansas
$321K +$14.4K +15 +5%
JHCP
3418
Jackson Hole Capital Partners
Oklahoma
$319K -$26.8K -28 -8%
CCM
3419
Coerente Capital Management
Ontario, Canada
$319K -$4.79K -5 -1%
4A
3420
4Wealth Advisors
Illinois
$317K – – –
VFPW
3421
Vantage Financial Partners (Wisconsin)
Wisconsin
$317K +$959 +1 +0.3%
SM
3422
Sensible Money
Arizona
$317K – – –
WA
3423
Waddell & Associates
Tennessee
$317K -$142K -148 -30%
CA
3424
Carson Advisory
Georgia
$316K +$47.9K +50 +17%
STA
3425
Smith Thornton Advisors
Alabama
$316K +$24.9K +26 +8%
135 136
137
138 139