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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3451
C2C Wealth Management
Arizona
$305K – – –
SG
3452
Strid Group
Pennsylvania
$305K – – –
IWP
3453
IAG Wealth Partners
Wisconsin
$304K -$45K -47 -13%
MPCA
3454
Madison Park Capital Advisors
Washington
$304K -$8.63K -9 -3%
NIWA
3455
New Insight Wealth Advisors
California
$303K -$5.75K -6 -2%
AWA
3456
A4 Wealth Advisors
North Carolina
$303K +$313K +327 New
JFA
3457
JNBA Financial Advisors
Minnesota
$303K +$19.2K +20 +7%
MKA
3458
M. Kulyk & Associates
Georgia
$303K -$15.3K -16 -5%
KHC
3459
Koesten Hirschmann & Crabtree
Kansas
$302K – – –
OC
3460
OxenFree Capital
Florida
$302K +$42.2K +44 +15%
IPW
3461
Impact Partnership Wealth
Georgia
$302K +$312K +326 New
JAA
3462
Joel Adams & Associates
North Carolina
$302K – – –
MPAM
3463
Murphy Pohlad Asset Management
Minnesota
$302K – – –
BAM
3464
Bosun Asset Management
Illinois
$301K -$95.9K -100 -24%
GIM
3465
Gold Investment Management
Alberta, Canada
$301K – – –
JWWM
3466
Johnson & White Wealth Management
Pennsylvania
$301K – – –
PA
3467
Promethium Advisors
Maryland
$301K – – –
ACM
3468
Armbruster Capital Management
New York
$300K – – –
AWC
3469
Adamsbrown Wealth Consultants
Kansas
$299K -$4.79K -5 -2%
AGP
3470
Aspire Growth Partners
Florida
$299K – – –
RAM
3471
Riggs Asset Management
Pennsylvania
$298K +$5.75K +6 +2%
GCA
3472
Greenwood Capital Associates
South Carolina
$297K – – –
GFPC
3473
Global Financial Private Client
Florida
$296K +$12.5K +13 +4%
MWM
3474
MBE Wealth Management
Wisconsin
$296K -$63.3K -66 -17%
STB
3475
S&T Bank
Pennsylvania
$295K +$12.5K +13 +4%
137 138
139
140 141