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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
3451
Define Financial
California
$308K +$312K +336 New
GWM
3452
GoalFusion Wealth Management
Texas
$308K – – –
AA
3453
Addison Advisors
Vermont
$307K +$1.86K +2 +0.6%
MPCA
3454
Madison Park Capital Advisors
Washington
$306K -$2.19M -2,355 -88%
OFW
3455
Omnia Family Wealth
Florida
$306K +$8.35K +9 +3%
FDDB
3456
Fidelity D&D Bancorp
Pennsylvania
$306K +$69.6K +75 +29%
AWM
3457
Avondale Wealth Management
Texas
$305K +$237K +255 +327%
NFG
3458
Northeast Financial Group
Pennsylvania
$304K – – –
LA
3459
Latitude Advisors
Florida
$304K -$3.71K -4 -1%
AIFS
3460
A&I Financial Services
Colorado
$303K +$307K +331 New
AWM
3461
Accredited Wealth Management
Kentucky
$303K +$307K +331 New
WAM
3462
WNY Asset Management
New York
$303K -$8.35K -9 -3%
SW
3463
Schulz Wealth
Texas
$302K +$3.71K +4 +1%
CSA
3464
Cottage Street Advisors
Massachusetts
$302K +$27.8K +30 +10%
BCM
3465
Beddow Capital Management
Wyoming
$302K -$9.28K -10 -3%
CA
3466
Carson Advisory
Georgia
$302K – – –
CWM
3467
C2C Wealth Management
Arizona
$301K +$50.1K +54 +20%
SG
3468
Strid Group
Pennsylvania
$301K +$305K +329 New
WIM
3469
Warwick Investment Management
Texas
$301K +$1.86K +2 +0.6%
MHWM
3470
Montz Harcus Wealth Management
Louisiana
$301K -$18.6K -20 -6%
VFPW
3471
Vantage Financial Partners (Wisconsin)
Wisconsin
$301K -$3.71K -4 -1%
CFFP
3472
Center for Financial Planning
Michigan
$301K +$15.8K +17 +5%
KWM
3473
Koa Wealth Management
California
$300K -$30.6K -33 -9%
TIM
3474
Total Investment Management
Arizona
$300K +$82.6K +89 +37%
EWA
3475
Evolution Wealth Advisors
Florida
$299K +$18.6K +20 +7%
137 138
139
140 141