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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
AI
3626
Arvest Investments
Arkansas
$243K -$47.3K -51 -16%
RWM
3627
Reston Wealth Management
Virginia
$243K -$61.2K -66 -20%
PPWM
3628
PFG Private Wealth Management
Florida
$242K +$6.5K +7 +3%
WPW
3629
Watershed Private Wealth
Illinois
$242K +$928 +1 +0.4%
CIG
3630
Cullen Investment Group
Louisiana
$241K +$5.57K +6 +2%
GC
3631
GatePass Capital
Ohio
$240K +$243K +262 New
ICM
3632
Innovator Capital Management
Illinois
$240K +$243K +262 New
CWA
3633
Crux Wealth Advisors
California
$239K +$242K +261 New
AC
3634
AWM Capital
Arizona
$239K +$3.71K +4 +2%
CWP
3635
Capital Wealth Planning
Florida
$239K -$143K -154 -37%
AC
3636
ASB Consultores
Florida
$238K
WA
3637
Westfuller Advisors
New York
$238K -$7.42K -8 -3%
HFS
3638
Hughes Financial Services
Virginia
$237K +$240K +259 New
MKA
3639
M. Kulyk & Associates
Georgia
$237K +$24.1K +26 +11%
CWM
3640
Cabot Wealth Management
Massachusetts
$237K -$16.7K -18 -6%
IAS
3641
IMA Advisory Services
Colorado
$237K
CFS
3642
Cannon Financial Strategists
Georgia
$237K +$9.28K +10 +4%
HP
3643
Holistic Planning
Texas
$237K +$27.8K +30 +13%
FDW
3644
Fourth Dimension Wealth
Ohio
$237K +$239K +258 New
BWM
3645
Baron Wealth Management
Michigan
$237K -$36.2K -39 -13%
ICM
3646
Intrepid Capital Management
Florida
$236K
EFP
3647
EnRich Financial Partners
Wisconsin
$236K +$70.5K +76 +42%
VWM
3648
Verus Wealth Management
Wisconsin
$236K +$239K +258 New
AF
3649
Aldebaran Financial
$235K +$4.64K +5 +2%
BWA
3650
Bestgate Wealth Advisors
Maryland
$234K +$237K +255 New