We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
3551
Evergreen Private Wealth
Colorado
$22.2K – – –
GIS
3552
Grayhawk Investment Strategies
Alberta, Canada
$21.3K – – –
PWM
3553
Partnership Wealth Management
Maryland
$20.4K – – –
FW
3554
Fairway Wealth
Ohio
$18.2K -$39.1K -45 -68%
AIM
3555
Access Investment Management
Georgia
$17.7K – – –
IA
3556
IFS Advisors
Kansas
$16.8K – – –
FFL
3557
Financial Freedom LLC
Ohio
$15.3K -$22.6K -26 -60%
KSWA
3558
Kathleen S. Wright Associates
Pennsylvania
$13.3K – – –
PS
3559
PayPay Securities
Japan
$13.3K +$4.34K +5 +50%
PFG
3560
Peterson Financial Group
Iowa
$11.8K +$11.3K +13 New
LIM
3561
Longfellow Investment Management
Massachusetts
$11.5K – – –
APF
3562
Alaska Permanent Fund
Alaska
$10.6K – – –
CA
3563
Claris Advisors
Missouri
$10.6K +$10.4K +12 New
MDCM
3564
Morgan Dempsey Capital Management
Wisconsin
$9.75K – – –
ORAM
3565
One River Asset Management
Connecticut
$9.74K +$9.55K +11 New
NC
3566
NewSquare Capital
Pennsylvania
$9.11K – – –
KFP
3567
Keener Financial Planning
Texas
$9K -$9.55K -11 -50%
LAM
3568
Lummis Asset Management
Texas
$8.87K – – –
CAM
3569
Chesapeake Asset Management
New York
$8.87K +$2.6K +3 +43%
DCM
3570
Disciplina Capital Management
Tennessee
$7.29K -$189K -218 -96%
PAM
3571
Pinpoint Asset Management
Hong Kong
$6.21K +$6.08K +7 New
TCM
3572
TD Capital Management
Tennessee
$5.48K – – –
MWA
3573
MFA Wealth Advisors
Pennsylvania
$4.43K – – –
WA
3574
WestEnd Advisors
North Carolina
$4.43K +$868 +1 +25%
FIA
3575
FPC Investment Advisory
California
$4.37K – – –
141 142
143
144 145