We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
3651
Horizon Investment Services
Indiana
$236K -$975 -1 -0.4%
WIM
3652
Wittenberg Investment Management
Massachusetts
$236K -$73.1K -75 -23%
IMA
3653
Investment Management Associates
Colorado
$236K – – –
PCM
3654
Perkins Capital Management
Minnesota
$236K – – –
TC
3655
Tairen Capital
Hong Kong
$236K +$244K +250 New
FVCM
3656
F&V Capital Management
Florida
$236K +$244K +250 New
HFP
3657
Holistic Financial Partners
Indiana
$236K +$21.4K +22 +10%
KFS
3658
Kelly Financial Services
Massachusetts
$235K – – –
HF
3659
Holcombe Financial
Georgia
$235K -$21.4K -22 -8%
W
3660
Wealthquest
Ohio
$235K -$100K -103 -29%
ONSWM
3661
Old North State Wealth Management
North Carolina
$234K +$239K +245 New
AWC
3662
Adamsbrown Wealth Consultants
Kansas
$234K +$241K +247 New
BOC
3663
Blue Oak Capital
California
$234K -$48.7K -50 -17%
WDC
3664
Woodward Diversified Capital
California
$234K +$13.7K +14 +6%
AAM
3665
Austin Asset Management
Texas
$233K +$241K +247 New
CPP
3666
Capasso Planning Partners
South Carolina
$233K – – –
SRA
3667
Secured Retirement Advisors
Minnesota
$233K -$2.48M -2,539 -91%
DBIA
3668
Dumont & Blake Investment Advisors
New Jersey
$233K – – –
LFGO
3669
Legacy Financial Group (Oklahoma)
Oklahoma
$232K -$3.9K -4 -2%
MIM
3670
Manitou Investment Management
Ontario, Canada
$232K +$122K +125 +104%
WA
3671
Whipplewood Advisors
Colorado
$231K +$112K +115 +47%
AA
3672
Alesco Advisors
New York
$231K – – –
FH
3673
FWG Holdings
Florida
$230K -$180K -185 -44%
CCM
3674
Crew Capital Management
Ohio
$230K +$16.6K +17 +8%
GWAM
3675
Guardian Wealth Advisors (Minnesota)
Minnesota
$230K – – –
145 146
147
148 149