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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ZRP
3451
Zynergy Retirement Planning
New Jersey
$52.7K +$48.4K +62 New
SC
3452
Steph & Co
Wisconsin
$51K -$36.7K -47 -44%
RWM
3453
Ruedi Wealth Management
Illinois
$50.3K +$19.5K +25 +74%
YAL
3454
Your Advocates Ltd
Texas
$50.1K -$42.9K -55 -48%
SSG
3455
Summit Securities Group
New York
$50K +$46K +59 New
SGC
3456
Slocum, Gordon & Co
Rhode Island
$49.3K – – –
BTC
3457
Bank & Trust Company
Illinois
$47.6K +$43.7K +56 New
DCP
3458
DSM Capital Partners
Florida
$46.7K – – –
SC
3459
Swan Capital
Florida
$42.5K +$39K +50 New
FFA
3460
Frazier Financial Advisors
Ohio
$40.8K +$11.7K +15 +45%
TWD
3461
True Wealth Design
Ohio
$40K -$10.1K -13 -22%
AP
3462
Aspect Partners
Virginia
$40K – – –
RWM
3463
Raffa Wealth Management
District of Columbia
$39.1K – – –
FCG
3464
Financial Connections Group
California
$39K +$30.4K +39 +557%
HCA
3465
Heck Capital Advisors
Wisconsin
$38.3K – – –
MBFW
3466
Morton Brown Family Wealth
Pennsylvania
$38K – – –
RWA
3467
Redmont Wealth Advisors
Illinois
$36.5K – – –
VAG
3468
VisionPoint Advisory Group
Texas
$36.5K +$18.7K +24 +126%
SFA
3469
Semmax Financial Advisors
North Carolina
$36.4K – – –
FFL
3470
Financial Freedom LLC
Ohio
$36.3K -$5.46K -7 -14%
RL
3471
Rogco LP
Oklahoma
$34.9K – – –
WFA
3472
West Financial Advisors
Iowa
$34.9K – – –
SA
3473
SRH Advisors
Kansas
$34K – – –
LG
3474
LAM Group
Oregon
$32.3K +$6.24K +8 +27%
EA
3475
Evolution Advisers
Virginia
$30K +$6.24K +8 +29%
137 138
139
140 141