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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
FC
3451
Fairscale Capital
New Hampshire
$153K – – –
POIA
3452
Pin Oak Investment Advisors
Texas
$153K – – –
NIMI
3453
Natixis Investment Managers International
France
$151K -$66K -76 -31%
MB
3454
Mizuho Bank
Japan
$151K -$8.68K -10 -6%
WBC
3455
Westpac Banking Corp
Australia
$147K – – –
UCI
3456
Uncommon Cents Investing
Wisconsin
$146K +$143K +165 New
CTWM
3457
Cherry Tree Wealth Management
Minnesota
$145K – – –
ACM
3458
Adalta Capital Management
New York
$142K – – –
AWM
3459
Activest Wealth Management
Florida
$140K +$868 +1 +0.6%
JGIA
3460
Jackson Grant Investment Advisers
Connecticut
$139K – – –
AEPWM
3461
Atlantic Edge Private Wealth Management
Florida
$139K +$19.1K +22 +16%
MS
3462
Mizuho Securities
Japan
$133K -$78.1K -90 -38%
LFA
3463
LGT Financial Advisors
Texas
$133K -$32.1K -37 -20%
JAM
3464
JCIC Asset Management
Ontario, Canada
$133K – – –
RAM
3465
Ramirez Asset Management
New York
$133K – – –
WAG
3466
Wiser Advisor Group
Arizona
$133K – – –
PWMG
3467
Private Wealth Management Group
New Jersey
$132K – – –
CWM
3468
Cedar Wealth Management
California
$126K – – –
CIAS
3469
CBIZ Investment Advisory Services
Ohio
$126K -$868 -1 -0.7%
SWA
3470
SOA Wealth Advisors
New York
$125K -$3.47K -4 -3%
PCMC
3471
Planning Capital Management Corporation
Pennsylvania
$123K -$5.21K -6 -4%
PA
3472
PSI Advisors
Florida
$123K +$5.21K +6 +5%
FGC
3473
Financial Gravity Companies
Texas
$121K +$119K +137 New
FWM
3474
Focused Wealth Management
New York
$120K +$117K +135 New
AA
3475
AlphaMark Advisors
Kentucky
$120K -$26K -30 -18%