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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
3526
Coston McIsaac & Partners
Maine
$280K -$21.3K -23 -7%
CCA
3527
Conservest Capital Advisors
Pennsylvania
$279K +$282K +304 New
WFS
3528
Walker Financial Services
Kentucky
$279K -$1.86K -2 -0.7%
BTWM
3529
Baker Tilly Wealth Management
Wisconsin
$279K -$7.42K -8 -3%
SGWM
3530
Sterling Group Wealth Management
California
$279K – – –
HWMC
3531
Heritage Wealth Management (California)
California
$279K +$282K +304 New
HIM
3532
Hanlon Investment Management
New Jersey
$278K +$17.6K +19 +7%
CA
3533
CSM Advisors
Pennsylvania
$277K +$61.2K +66 +28%
SWP
3534
Summit Wealth Partners
Florida
$276K +$54.7K +59 +24%
BC
3535
Bowman & Company
Wisconsin
$275K – – –
DWM
3536
David Wealth Management
Virginia
$275K +$278K +300 New
GWI
3537
Grace & White Inc
New York
$275K – – –
BRWM
3538
Blue Rock Wealth Management
North Carolina
$275K +$278K +300 New
BFS
3539
Beacon Financial Strategies
North Carolina
$274K – – –
PCMF
3540
Private Capital Management (Florida)
Florida
$273K -$2.78K -3 -1%
PK
3541
Pflug Koory
Nebraska
$273K -$6.5K -7 -2%
FBC
3542
Fairfield, Bush & Co
Connecticut
$272K – – –
OC
3543
OxenFree Capital
Florida
$272K -$928 -1 -0.3%
BSAM
3544
Blue Square Asset Management
New York
$272K – – –
BOC
3545
Blue Oak Capital
California
$272K +$276K +297 New
BCWM
3546
Ball & Co Wealth Management
Tennessee
$272K +$276K +297 New
NIWA
3547
New Insight Wealth Advisors
California
$272K -$928 -1 -0.3%
RW
3548
REDW Wealth
New Mexico
$271K -$713K -768 -72%
SPI
3549
Sutton Place Investors
New York
$271K +$32.5K +35 +13%
DFP
3550
Defined Financial Planning
California
$271K +$275K +296 New
140 141
142
143 144