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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
MS
3501
Madden Securities
Texas
$290K
SFS
3502
Sharp Financial Services
Pennsylvania
$290K
TWA
3503
Talisman Wealth Advisors
New Jersey
$290K
VAG
3504
VisionPoint Advisory Group
Texas
$290K +$296K +319 New
BFS
3505
Burr Financial Services
California
$290K
HIM
3506
HughesLittle Investment Management
$289K
JTWM
3507
Jackson Thornton Wealth Management
Alabama
$288K +$291K +314 New
WLIM
3508
White Lighthouse Investment Management
Massachusetts
$288K
AOG
3509
Alpha Omega Group
Virginia
$286K
SDJVC
3510
St. Denis J. Villere & Co
Louisiana
$286K
PFM
3511
Phillips Financial Management
Indiana
$284K +$27.8K +30 +11%
CWMA
3512
Capstone Wealth Management (Alabama)
Alabama
$284K +$288K +310 New
PAW
3513
Plan A Wealth
Nebraska
$284K +$288K +310 New
MWA
3514
Merkkuri Wealth Advisors
New York
$284K -$10.2K -11 -3%
MWM
3515
Mosley Wealth Management
California
$283K
QP
3516
Quilter Plc
United Kingdom
$283K +$287K +309 New
AAM
3517
Ameraudi Asset Management
New York
$283K
SF
3518
SWP Financial
California
$283K -$62.2K -67 -18%
PW
3519
Potentia Wealth
California
$282K +$286K +308 New
PD
3520
Planning Directions
Pennsylvania
$282K +$15.8K +17 +6%
BBWP
3521
Beacon Bridge Wealth Partners
Pennsylvania
$282K +$285K +307 New
MWA
3522
Martel Wealth Advisors
Washington
$281K
WA
3523
WPG Advisers
Maryland
$281K +$285K +307 New
PCA
3524
Providence Capital Advisors
North Carolina
$281K +$13K +14 +5%
FA
3525
Financial Avengers
California
$281K +$5.57K +6 +2%