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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CNTOF
3626
Canandaigua National Trust of Florida
New York
$244K +$247K +266 New
PWMG
3627
Pinnacle Wealth Management Group
Michigan
$243K +$246K +265 New
AI
3628
Arvest Investments
Arkansas
$243K -$47.3K -51 -16%
RWM
3629
Reston Wealth Management
Virginia
$243K -$61.2K -66 -20%
PPWM
3630
PFG Private Wealth Management
Florida
$242K +$6.5K +7 +3%
WPW
3631
Watershed Private Wealth
Illinois
$242K +$928 +1 +0.4%
CIG
3632
Cullen Investment Group
Louisiana
$241K +$5.57K +6 +2%
GC
3633
GatePass Capital
Ohio
$240K +$243K +262 New
Innovator Capital Management
3634
Innovator Capital Management
Illinois
$240K +$243K +262 New
CWA
3635
Crux Wealth Advisors
California
$239K +$242K +261 New
AC
3636
AWM Capital
Arizona
$239K +$3.71K +4 +2%
Capital Wealth Planning
3637
Capital Wealth Planning
Florida
$239K -$143K -154 -37%
AC
3638
ASB Consultores
Florida
$238K – – –
WA
3639
Westfuller Advisors
New York
$238K -$7.42K -8 -3%
HFS
3640
Hughes Financial Services
Virginia
$237K +$240K +259 New
MKA
3641
M. Kulyk & Associates
Georgia
$237K +$24.1K +26 +11%
CWM
3642
Cabot Wealth Management
Massachusetts
$237K -$16.7K -18 -6%
IAS
3643
IMA Advisory Services
Colorado
$237K – – –
CFS
3644
Cannon Financial Strategists
Georgia
$237K +$9.28K +10 +4%
HP
3645
Holistic Planning
Texas
$237K +$27.8K +30 +13%
FDW
3646
Fourth Dimension Wealth
Ohio
$237K +$239K +258 New
BWM
3647
Baron Wealth Management
Michigan
$237K -$36.2K -39 -13%
ICM
3648
Intrepid Capital Management
Florida
$236K – – –
EFP
3649
EnRich Financial Partners
Wisconsin
$236K +$70.5K +76 +42%
VWM
3650
Verus Wealth Management
Wisconsin
$236K +$239K +258 New