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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3426
Addison Advisors
Vermont
$316K -$7.67K -8 -2%
SCP
3427
Stamos Capital Partners
California
$316K +$327K +341 New
WCM
3428
Westend Capital Management
California
$315K +$5.75K +6 +2%
PWP
3429
Parkwoods Wealth Partners
New York
$315K +$24K +25 +8%
LIA
3430
Lynx Investment Advisory
District of Columbia
$315K -$1.92K -2 -0.6%
AWCI
3431
Alpine Woods Capital Investors
New York
$314K -$163K -170 -33%
HAG
3432
HF Advisory Group
Maryland
$314K -$8.63K -9 -3%
KWA
3433
Kondo Wealth Advisors
California
$313K +$7.67K +8 +2%
YCG
3434
Yeomans Consulting Group
Georgia
$313K -$48.9K -51 -13%
WP
3435
Wealthspan Partners
Iowa
$312K -$4.79K -5 -1%
CC
3436
Cornerstone Capital
California
$312K -$62.3K -65 -16%
TWA
3437
Talisman Wealth Advisors
New Jersey
$310K +$9.59K +10 +3%
CHA
3438
Cooper/Haims Advisors
New York
$310K +$38.3K +40 +14%
LWM
3439
Latko Wealth Management
Illinois
$310K -$110K -115 -26%
FDDB
3440
Fidelity D&D Bancorp
Pennsylvania
$309K – – –
ML
3441
Mayport LLC
Massachusetts
$309K +$7.67K +8 +2%
VFP
3442
Verus Financial Partners
Virginia
$308K +$16.3K +17 +5%
PMG
3443
ProVise Management Group
Florida
$308K +$50.8K +53 +19%
CMF
3444
Counterpoint Mutual Funds
California
$308K +$319K +333 New
FAM
3445
Flaharty Asset Management
Florida
$308K -$103K -107 -24%
SSWM
3446
Smith Salley Wealth Management
North Carolina
$308K -$57.5K -60 -15%
FFBTD
3447
First Financial Bank - Trust Division
Ohio
$307K – – –
SW
3448
Schulz Wealth
Texas
$306K – – –
RS
3449
Rakuten Securities
Japan
$305K +$46K +48 +17%
WWMSC
3450
Wagner Wealth Management (South Carolina)
South Carolina
$305K – – –
136 137
138
139 140