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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
B
3576
BetterWealth
California
$263K +$6.71K +7 +3%
ICM
3577
Intrepid Capital Management
Florida
$263K – – –
RIM
3578
Rockbridge Investment Management
New York
$262K – – –
SFP
3579
SwitchPoint Financial Planning
Utah
$262K -$1.92K -2 -0.7%
ACM
3580
Advance Capital Management
Michigan
$262K -$132K -138 -33%
JFGLC
3581
Johnson Financial Group LLC (Colorado)
Colorado
$260K +$269K +281 New
CFO
3582
Custos Family Office
Texas
$260K +$46K +48 +21%
NC
3583
Nixon Capital
Texas
$259K – – –
PWMG
3584
Pinnacle Wealth Management Group
Michigan
$259K – – –
VWM
3585
Verus Wealth Management
Wisconsin
$259K – – –
DFG
3586
Dupree Financial Group
Kentucky
$259K +$70K +73 +35%
BWP
3587
BlueStem Wealth Partners
Minnesota
$259K +$42.2K +44 +19%
GWM
3588
Gibbs Wealth Management
Georgia
$258K -$3.01M -3,144 -92%
PAG
3589
Paladin Advisory Group
Iowa
$256K -$158K -165 -37%
IWM
3590
IMG Wealth Management
Florida
$256K – – –
OFP
3591
OLIO Financial Planning
Virginia
$256K -$27.8K -29 -9%
CWA
3592
Cornerstone Wealth Advisors
Minnesota
$256K -$63.3K -66 -19%
CCP
3593
Carmel Capital Partners
California
$256K -$233K -243 -47%
BFS
3594
Beacon Financial Strategies
North Carolina
$255K -$11.5K -12 -4%
MWA
3595
Merkkuri Wealth Advisors
New York
$255K +$9.59K +10 +4%
WIA
3596
Wealthedge Investment Advisors
New York
$254K – – –
VAM
3597
Vienna Asset Management
California
$254K +$263K +274 New
BC
3598
Bridgefront Capital
Texas
$254K +$263K +274 New
FF
3599
Fortitude Financial
Washington
$254K +$263K +274 New
PFM
3600
Patton Fund Management
Texas
$253K -$2.4M -2,508 -90%
142 143
144
145 146