We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
3601
Quest 10 Wealth Builders
Virginia
$254K +$258K +278 New
DLCIG
3602
D.L. Carlson Investment Group
New Hampshire
$254K – – –
AWA
3603
Authentikos Wealth Advisory
California
$251K +$221K +238 +661%
SIA
3604
Spectrum Investment Advisors
Wisconsin
$250K +$34.3K +37 +16%
HAC
3605
Harbor Advisory Corp
New Hampshire
$250K – – –
TWM
3606
Topsail Wealth Management
North Carolina
$250K +$253K +273 New
SFP
3607
SwitchPoint Financial Planning
Utah
$250K +$252K +272 New
HF
3608
Holcombe Financial
Georgia
$248K +$251K +271 New
RWM
3609
Riverbend Wealth Management
South Carolina
$248K +$241K +260 New
LPFG
3610
Landing Point Financial Group
Ohio
$247K +$215K +232 New
RFM
3611
Royal Fund Management
Florida
$247K -$234K -252 -48%
KHC
3612
Koesten Hirschmann & Crabtree
Kansas
$247K – – –
MFGM
3613
Marshall Financial Group (Maryland)
Maryland
$247K -$8.35K -9 -3%
GCM
3614
Gables Capital Management
Florida
$246K – – –
SWK
3615
Stephen W. Kidder
$246K +$26K +28 +12%
PP
3616
PFS Partners
New Jersey
$246K – – –
BWS
3617
Buck Wealth Strategies
Colorado
$246K -$78.9K -85 -24%
AFS
3618
Axiom Financial Strategies
Indiana
$246K +$5.57K +6 +2%
HWM
3619
Horizon Wealth Management
Illinois
$246K – – –
PWA
3620
Provenance Wealth Advisors
Florida
$245K – – –
RIM
3621
Rockbridge Investment Management
New York
$244K -$118K -127 -32%
SRSA
3622
S.R. Schill & Associates
Washington
$244K +$18.6K +20 +8%
KFS
3623
Keynote Financial Services
Connecticut
$244K -$8.35K -9 -3%
CNTOF
3624
Canandaigua National Trust of Florida
New York
$244K +$247K +266 New
PWMG
3625
Pinnacle Wealth Management Group
Michigan
$243K +$246K +265 New
143 144
145
146 147