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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
3501
Owen LaRue
Kentucky
$392K -$49.7K -51 -11%
MCP
3502
Martin Capital Partners
Oregon
$392K – – –
NA
3503
NWM Advisors
California
$392K -$133K -136 -26%
EWP
3504
E-Wealth Partners
Minnesota
$392K +$383K +393 New
NLA
3505
Northern Lights Advisors
Washington
$391K +$383K +393 New
CMA
3506
Cedar Mountain Advisors
Oregon
$391K +$12.7K +13 +3%
FC
3507
Fairscale Capital
New Hampshire
$391K – – –
SR
3508
Syntax Research
Florida
$391K – – –
RIA
3509
Rhodes Investment Advisors
Texas
$391K +$4.87K +5 +1%
RRA
3510
Red Reef Advisors
Florida
$390K -$3.9K -4 -1%
SPI
3511
Sutton Place Investors
New York
$390K +$31.2K +32 +9%
PGA
3512
Portland Global Advisors
Maine
$388K – – –
RIS
3513
Retirement Income Solutions
Michigan
$387K +$9.74K +10 +3%
JWBC
3514
John W. Brooker & Co
California
$387K +$71.1K +73 +23%
BWM
3515
BCGM Wealth Management
Indiana
$386K +$975 +1 +0.3%
IPA
3516
Investment Planning Advisors
Georgia
$386K +$124K +127 +49%
CMAI
3517
Capital Management Associates Inc
Minnesota
$386K +$2.92K +3 +0.8%
SLA
3518
Silver Lake Advisory
Utah
$385K +$975 +1 +0.3%
JWM
3519
Jeppson Wealth Management
California
$384K -$29.2K -30 -7%
TCM
3520
Towercrest Capital Management
Pennsylvania
$383K +$19.5K +20 +5%
KA
3521
Kure Advisory
Minnesota
$383K -$28.3K -29 -7%
VC
3522
Vicus Capital
Pennsylvania
$383K -$6.82K -7 -2%
IPW
3523
Impact Partnership Wealth
Georgia
$382K +$48.7K +50 +15%
NF
3524
NavPoint Financial
Minnesota
$381K – – –
OCWP
3525
Owl Creek Wealth Partners
Colorado
$381K +$372K +382 New
139 140
141
142 143