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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
3576
GoalVest Advisory
New York
$262K +$51.7K +53 +24%
B
3577
BetterWealth
California
$262K -$8.78K -9 -3%
WMA
3578
William Mack & Associates
Michigan
$261K -$82.9K -85 -24%
SCI
3579
Silver Coast Investments
United States
$261K +$269K +276 New
DLCIG
3580
D.L. Carlson Investment Group
New Hampshire
$261K -$975 -1 -0.4%
GFG
3581
Greenberg Financial Group
Arizona
$259K +$253K +260 New
RWM
3582
Reston Wealth Management
Virginia
$258K +$7.8K +8 +3%
VWM
3583
Verus Wealth Management
Wisconsin
$258K +$14.6K +15 +6%
OAJ
3584
Ogorek Anthony Joseph
New York
$258K +$69.2K +71 +35%
WIA
3585
Wealthedge Investment Advisors
New York
$258K -$217K -223 -45%
TCFP
3586
Treasure Coast Financial Planning
Florida
$257K +$265K +272 New
FA
3587
FSA Advisors
Michigan
$255K +$263K +270 New
KHC
3588
Koesten Hirschmann & Crabtree
Kansas
$255K – – –
GCM
3589
Gables Capital Management
Florida
$254K – – –
MWA
3590
Merkkuri Wealth Advisors
New York
$254K -$40K -41 -13%
PP
3591
PFS Partners
New Jersey
$254K – – –
THL
3592
Tillman Hartley LLC
Colorado
$253K -$92.6K -95 -26%
MWA
3593
Monograph Wealth Advisors
California
$253K -$14.6K -15 -5%
PWA
3594
Provenance Wealth Advisors
Florida
$253K – – –
HFS
3595
Hughes Financial Services
Virginia
$252K +$4.88K +5 +2%
HIM
3596
Hanlon Investment Management
New Jersey
$252K -$36.1K -37 -12%
HCM
3597
HMS Capital Management
Tennessee
$251K -$68.2K -70 -20%
IP
3598
Isthmus Partners
Wisconsin
$251K -$97.5K -100 -27%
AFS
3599
Axiom Financial Strategies
Indiana
$251K -$2.92K -3 -1%
BWM
3600
Brown Wealth Management
Illinois
$251K +$12.7K +13 +5%
142 143
144
145 146