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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
3551
Regimen Wealth
Georgia
$273K +$959 +1 +0.3%
QP
3552
Quilter Plc
United Kingdom
$272K -$10.5K -11 -4%
FEG
3553
Financial Enhancement Group
Indiana
$272K +$37.4K +39 +15%
KOMWMG
3554
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$271K +$2.88K +3 +1%
SLT
3555
St Louis Trust
Missouri
$271K – – –
PFA
3556
Presper Financial Architects
Ohio
$270K +$25.9K +27 +10%
GSAM
3557
Grant Street Asset Management
Pennsylvania
$270K – – –
SFG
3558
Sterling Financial Group
California
$270K – – –
CCT
3559
Capital City Trust
Florida
$269K -$47.9K -50 -15%
AWP
3560
Atlas Wealth Partners
Pennsylvania
$268K – – –
BDWCC
3561
B&D White Capital Company
Texas
$268K – – –
PP
3562
PFS Partners
New Jersey
$268K +$20.1K +21 +8%
SWP
3563
Summit Wealth Partners
Florida
$268K – – –
CST
3564
Charles Schwab Trust
Nevada
$268K -$288K -300 -51%
RFM
3565
Royal Fund Management
Florida
$268K -$33.5K -35 -11%
PWSG
3566
Pacific Wealth Strategies Group
California
$268K – – –
AFAS
3567
Acorn Financial Advisory Services
Virginia
$267K +$7.67K +8 +3%
NC
3568
NewSquare Capital
Pennsylvania
$267K +$26.8K +28 +11%
HFP
3569
Holistic Financial Partners
Indiana
$266K +$8.63K +9 +3%
AWP
3570
Avid Wealth Partners
Texas
$266K -$36.4K -38 -12%
EWA
3571
Evolution Wealth Advisors
Florida
$266K -$25.9K -27 -9%
SF
3572
SWP Financial
California
$265K -$22K -23 -7%
GJIA
3573
Glass Jacobson Investment Advisors
Maryland
$265K -$181K -189 -40%
LJHT
3574
Laurie J. Hall Trustee
$264K – – –
SCI
3575
Silver Coast Investments
United States
$263K – – –
141 142
143
144 145