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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
3501
BAM Wealth Management
Colorado
$288K +$298K +311 New
SFG
3502
Sunburst Financial Group
Alabama
$287K – – –
GPWA
3503
Great Point Wealth Advisors
Massachusetts
$287K +$297K +310 New
CCA
3504
Conservest Capital Advisors
Pennsylvania
$286K – – –
WMA
3505
West Michigan Advisors
Michigan
$286K -$47.9K -50 -14%
AAM
3506
Ameraudi Asset Management
New York
$286K – – –
NA
3507
Nordwand Advisors
Pennsylvania
$286K +$959 +1 +0.3%
PD
3508
Planning Directions
Pennsylvania
$286K +$959 +1 +0.3%
ACM
3509
Anfield Capital Management
California
$285K -$1.12M -1,167 -79%
FA
3510
Financial Avengers
California
$285K – – –
IA
3511
IMZ Advisory
Florida
$285K +$27.8K +29 +10%
BWM
3512
Baron Wealth Management
Michigan
$284K -$101K -105 -25%
IAP
3513
Indie Asset Partners
Indiana
$284K -$28.8K -30 -9%
CG
3514
Clarus Group
Texas
$284K – – –
PPG
3515
Peak Planning Group
Colorado
$284K -$2.88K -3 -1%
MF
3516
Manuka Financial
Virginia
$284K +$959 +1 +0.3%
CMP
3517
Coston McIsaac & Partners
Maine
$283K – – –
CCA
3518
Cora Capital Advisors
New Jersey
$282K +$26.8K +28 +10%
PCM
3519
Prelude Capital Management
New York
$282K -$101K -105 -26%
BCM
3520
Boreal Capital Management
Florida
$282K -$43.1K -45 -13%
BWM
3521
Brown Wealth Management
Illinois
$282K +$10.5K +11 +4%
Boston Partners
3522
Boston Partners
Massachusetts
$282K +$292K +305 New
UWM
3523
USAdvisors Wealth Management
Minnesota
$282K +$15.3K +16 +6%
HIGP
3524
Hill Investment Group Partners
Missouri
$281K -$3.83K -4 -1%
HWMC
3525
Heritage Wealth Management (California)
California
$281K +$959 +1 +0.3%