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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
FF
3601
Fortitude Financial
Washington
$254K +$263K +274 New
PFM
3602
Patton Fund Management
Texas
$253K -$2.4M -2,508 -90%
TCFP
3603
Treasure Coast Financial Planning
Florida
$252K – – –
SFB
3604
STAR Financial Bank
Indiana
$251K +$260K +271 New
CCA
3605
Cottonwood Capital Advisors
Utah
$250K -$168K -175 -39%
AG
3606
Advocate Group
Minnesota
$250K -$7.67K -8 -3%
CFFP
3607
Center for Financial Planning
Michigan
$249K -$33.5K -35 -12%
ALC
3608
Alexander Labrunerie & Co
Missouri
$249K -$12.5K -13 -5%
IWP
3609
Insight Wealth Partners
Texas
$249K -$12.5K -13 -5%
WMA
3610
William Mack & Associates
Michigan
$248K -$7.67K -8 -3%
HWM
3611
Horizon Wealth Management
Illinois
$248K – – –
DLCIG
3612
D.L. Carlson Investment Group
New Hampshire
$247K -$7.67K -8 -3%
PWA
3613
Provenance Wealth Advisors
Florida
$247K – – –
OAJ
3614
Ogorek Anthony Joseph
New York
$247K -$3.83K -4 -1%
BFAG
3615
Blackston Financial Advisory Group
Florida
$246K -$12.5K -13 -5%
HFS
3616
Hughes Financial Services
Virginia
$245K +$10.5K +11 +4%
NERM
3617
New England Research & Management
Illinois
$245K +$254K +265 New
AI
3618
Arvest Investments
Arkansas
$245K – – –
MC
3619
McCarthy & Cox
Ohio
$245K – – –
BFS
3620
BridgePort Financial Solutions
Iowa
$244K +$3.83K +4 +2%
MRP
3621
Measured Risk Portfolios
California
$244K +$252K +263 New
COCM
3622
Charter Oak Capital Management
New Hampshire
$244K +$6.71K +7 +3%
LCC
3623
Lincoln Capital Corp
Rhode Island
$243K -$98.7K -103 -28%
PK
3624
Pflug Koory
Nebraska
$243K -$33.5K -35 -12%
FTC
3625
Farmers Trust Company
Ohio
$243K +$11.5K +12 +5%