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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
I
3576
InceptionR
California
$285K -$234K -235 -45%
BFS
3577
Beacon Financial Strategies
North Carolina
$285K – – –
IA
3578
Inspire Advisors
Idaho
$285K +$49.7K +50 +21%
GFG
3579
Greenberg Financial Group
Arizona
$284K +$43.7K +44 +17%
SCA
3580
Stonebridge Capital Advisors
Minnesota
$284K -$318K -320 -53%
BWM
3581
Birchcreek Wealth Management
Ohio
$284K -$57.6K -58 -17%
OC
3582
OxenFree Capital
Florida
$283K – – –
MSWM
3583
Mowery & Schoenfeld Wealth Management
Illinois
$283K – – –
SFP
3584
SwitchPoint Financial Planning
Utah
$282K +$7.95K +8 +3%
LJHT
3585
Laurie J. Hall Trustee
$282K -$12.9K -13 -4%
AAS
3586
Asset Allocation Strategies
Michigan
$282K +$33.8K +34 +14%
SCI
3587
Silver Coast Investments
United States
$281K +$7.95K +8 +3%
CTB
3588
Country Trust Bank
Illinois
$281K +$199K +200 +238%
ICM
3589
Intrepid Capital Management
Florida
$281K +$25.8K +26 +10%
RIM
3590
Rockbridge Investment Management
New York
$280K – – –
HWMG
3591
Hurlow Wealth Management Group
Indiana
$280K – – –
ALC
3592
Alexander Labrunerie & Co
Missouri
$279K -$17.9K -18 -6%
RS
3593
Rakuten Securities
Japan
$279K +$17.9K +18 +7%
IWP
3594
Insight Wealth Partners
Texas
$279K +$47.7K +48 +21%
OPWM
3595
Oxinas Partners Wealth Management
Indiana
$279K +$28.8K +29 +11%
GCS
3596
Gordian Capital (Singapore)
Singapore
$278K -$318K -320 -53%
ICM
3597
Innovator Capital Management
Illinois
$278K -$15.9K -16 -5%
AWM
3598
Avaii Wealth Management
Wisconsin
$278K +$279K +281 New
AFAS
3599
Acorn Financial Advisory Services
Virginia
$277K +$278K +280 New
NC
3600
Nixon Capital
Texas
$277K +$278K +280 New
142 143
144
145 146