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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
3576
Laurie J. Hall Trustee
$264K – – –
SCI
3577
Silver Coast Investments
United States
$263K – – –
B
3578
BetterWealth
California
$263K +$6.71K +7 +3%
ICM
3579
Intrepid Capital Management
Florida
$263K – – –
RIM
3580
Rockbridge Investment Management
New York
$262K – – –
SFP
3581
SwitchPoint Financial Planning
Utah
$262K -$1.92K -2 -0.7%
Advance Capital Management
3582
Advance Capital Management
Michigan
$262K -$132K -138 -33%
JFGLC
3583
Johnson Financial Group LLC (Colorado)
Colorado
$260K +$269K +281 New
CFO
3584
Custos Family Office
Texas
$260K +$46K +48 +21%
NC
3585
Nixon Capital
Texas
$259K – – –
PWMG
3586
Pinnacle Wealth Management Group
Michigan
$259K – – –
VWM
3587
Verus Wealth Management
Wisconsin
$259K – – –
DFG
3588
Dupree Financial Group
Kentucky
$259K +$70K +73 +35%
BWP
3589
BlueStem Wealth Partners
Minnesota
$259K +$42.2K +44 +19%
GWM
3590
Gibbs Wealth Management
Georgia
$258K -$3.01M -3,144 -92%
PAG
3591
Paladin Advisory Group
Iowa
$256K -$158K -165 -37%
IWM
3592
IMG Wealth Management
Florida
$256K – – –
OFP
3593
OLIO Financial Planning
Virginia
$256K -$27.8K -29 -9%
CWA
3594
Cornerstone Wealth Advisors
Minnesota
$256K -$63.3K -66 -19%
CCP
3595
Carmel Capital Partners
California
$256K -$233K -243 -47%
BFS
3596
Beacon Financial Strategies
North Carolina
$255K -$11.5K -12 -4%
MWA
3597
Merkkuri Wealth Advisors
New York
$255K +$9.59K +10 +4%
WIA
3598
Wealthedge Investment Advisors
New York
$254K – – –
VAM
3599
Vienna Asset Management
California
$254K +$263K +274 New
BC
3600
Bridgefront Capital
Texas
$254K +$263K +274 New