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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
3601
ProVise Management Group
Florida
$277K +$2.98K +3 +1%
VWM
3602
Verus Wealth Management
Wisconsin
$277K +$6.96K +7 +3%
HFP
3603
Holistic Financial Partners
Indiana
$277K +$29.8K +30 +12%
BFAG
3604
Blackston Financial Advisory Group
Florida
$276K +$277K +279 New
AG
3605
Advocate Group
Minnesota
$275K – – –
PPWM
3606
PFG Private Wealth Management
Florida
$275K +$994 +1 +0.4%
CCA
3607
Cora Capital Advisors
New Jersey
$274K -$58.6K -59 -18%
RIM
3608
Reliant Investment Management
Tennessee
$274K -$4.97K -5 -2%
PCM
3609
Park Capital Management
Wisconsin
$274K +$11.9K +12 +5%
IWM
3610
IMG Wealth Management
Florida
$274K +$21.9K +22 +9%
B
3611
BetterWealth
California
$274K – – –
PFA
3612
Pathway Financial Advisers
Indiana
$274K +$14.9K +15 +6%
WMA
3613
William Mack & Associates
Michigan
$274K – – –
DLCIG
3614
D.L. Carlson Investment Group
New Hampshire
$272K -$994 -1 -0.4%
PWSG
3615
Pacific Wealth Strategies Group
California
$272K +$287K +289 New
TFA
3616
TPG Financial Advisors
Oregon
$271K -$9.94K -10 -4%
WIA
3617
Wealthedge Investment Advisors
New York
$271K +$1.99K +2 +0.7%
TCFP
3618
Treasure Coast Financial Planning
Florida
$269K – – –
OAJ
3619
Ogorek Anthony Joseph
New York
$268K -$994 -1 -0.4%
HIS
3620
Horizon Investment Services
Indiana
$266K +$18.9K +19 +8%
MWA
3621
Monograph Wealth Advisors
California
$266K +$1.99K +2 +0.7%
IA
3622
IMZ Advisory
Florida
$266K -$100K -101 -27%
PP
3623
PFS Partners
New Jersey
$266K – – –
HWM
3624
Horizon Wealth Management
Illinois
$265K -$29.8K -30 -10%
BL
3625
Balentine LLC
Georgia
$264K -$729K -733 -73%
143 144
145
146 147