We are live on ! Find out more
COST icon

Costco

Name Holding Trade Value Shares
Change
Change in
Stake
QP
3526
Quilter Plc
United Kingdom
$302K -$3.98K -4 -1%
BWA
3527
BlueChip Wealth Advisors
Georgia
$301K -$22.9K -23 -7%
CFFP
3528
Center for Financial Planning
Michigan
$301K -$29.8K -30 -9%
DWM
3529
David Wealth Management
Virginia
$300K +$2.98K +3 +1%
HWMC
3530
Heritage Wealth Management (California)
California
$300K -$994 -1 -0.3%
PA
3531
PharVision Advisers
Florida
$300K +$301K +303 New
DI
3532
Disciplined Investments
Oklahoma
$300K – – –
SC
3533
Stephens Consulting
Michigan
$299K +$6.96K +7 +2%
FC
3534
Fairscale Capital
New Hampshire
$298K +$92.4K +93 +42%
BC
3535
Bowman & Company
Wisconsin
$298K – – –
SF
3536
Seros Financial
Arizona
$297K +$7.95K +8 +3%
BRWM
3537
Blue Rock Wealth Management
North Carolina
$297K – – –
FWA
3538
FORM Wealth Advisors
Wisconsin
$297K – – –
CWM
3539
Cherrydale Wealth Management
New Jersey
$295K – – –
PW
3540
Potentia Wealth
California
$295K – – –
PK
3541
Pflug Koory
Nebraska
$295K – – –
RWM
3542
Riverbend Wealth Management
South Carolina
$295K +$19.9K +20 +7%
TCM
3543
Triumph Capital Management
Colorado
$295K +$17.9K +18 +6%
RW
3544
REDW Wealth
New Mexico
$294K +$994 +1 +0.3%
BSAM
3545
Blue Square Asset Management
New York
$294K – – –
RB
3546
Rodgers Brothers
Pennsylvania
$294K – – –
WDL
3547
Well Done LLC
Michigan
$294K +$36.8K +37 +14%
MAM
3548
Mullooly Asset Management
New Jersey
$293K – – –
CAS
3549
CTC Alternative Strategies
Illinois
$293K +$294K +296 New
WLIM
3550
White Lighthouse Investment Management
Massachusetts
$292K -$994 -1 -0.3%