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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
3501
Wagner Wealth Management (South Carolina)
South Carolina
$292K -$11.1K -12 -4%
CWM
3502
Cahill Wealth Management
Michigan
$291K – – –
MS
3503
Madden Securities
Texas
$290K – – –
SFS
3504
Sharp Financial Services
Pennsylvania
$290K – – –
TWA
3505
Talisman Wealth Advisors
New Jersey
$290K – – –
VAG
3506
VisionPoint Advisory Group
Texas
$290K +$296K +319 New
BFS
3507
Burr Financial Services
California
$290K – – –
HIM
3508
HughesLittle Investment Management
$289K – – –
JTWM
3509
Jackson Thornton Wealth Management
Alabama
$288K +$291K +314 New
WLIM
3510
White Lighthouse Investment Management
Massachusetts
$288K – – –
AOG
3511
Alpha Omega Group
Virginia
$286K – – –
SDJVC
3512
St. Denis J. Villere & Co
Louisiana
$286K – – –
PFM
3513
Phillips Financial Management
Indiana
$284K +$27.8K +30 +11%
CWMA
3514
Capstone Wealth Management (Alabama)
Alabama
$284K +$288K +310 New
PAW
3515
Plan A Wealth
Nebraska
$284K +$288K +310 New
MWA
3516
Merkkuri Wealth Advisors
New York
$284K -$10.2K -11 -3%
MWM
3517
Mosley Wealth Management
California
$283K – – –
Quilter Plc
3518
Quilter Plc
United Kingdom
$283K +$287K +309 New
AAM
3519
Ameraudi Asset Management
New York
$283K – – –
SF
3520
SWP Financial
California
$283K -$62.2K -67 -18%
PW
3521
Potentia Wealth
California
$282K +$286K +308 New
PD
3522
Planning Directions
Pennsylvania
$282K +$15.8K +17 +6%
BBWP
3523
Beacon Bridge Wealth Partners
Pennsylvania
$282K +$285K +307 New
MWA
3524
Martel Wealth Advisors
Washington
$281K – – –
WA
3525
WPG Advisers
Maryland
$281K +$285K +307 New