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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
3651
Stapp Wealth Management
Washington
$235K – – –
RGC
3652
Roberts, Glore & Co
Illinois
$235K +$47.9K +50 +25%
DF
3653
Dunhill Financial
United Kingdom
$234K +$2.88K +3 +1%
IWP
3654
Innova Wealth Partners
Pennsylvania
$234K – – –
OWA
3655
One Wealth Advisors
California
$234K -$6.71K -7 -3%
CCM
3656
Crew Capital Management
Ohio
$234K +$959 +1 +0.4%
VR
3657
Valued Retirements
Texas
$232K – – –
MF
3658
Montis Financial
Massachusetts
$232K -$126K -131 -34%
UWP
3659
Uniting Wealth Partners
Kansas
$231K +$240K +250 New
OWCM
3660
One Wealth Capital Management
Arizona
$231K -$2.88K -3 -1%
WIM
3661
Wittenberg Investment Management
Massachusetts
$231K – – –
SC
3662
Schiavi & Co
Delaware
$231K +$240K +250 New
PCM
3663
Perkins Capital Management
Minnesota
$231K – – –
MSWM
3664
Mowery & Schoenfeld Wealth Management
Illinois
$231K -$34.5K -36 -13%
FVCM
3665
F&V Capital Management
Florida
$231K – – –
WTFG
3666
Wells Trecaso Financial Group
Ohio
$230K -$94.9K -99 -28%
OWA
3667
Outlook Wealth Advisors
Texas
$230K +$3.83K +4 +2%
HF
3668
Holcombe Financial
Georgia
$230K – – –
WPW
3669
Watershed Private Wealth
Illinois
$229K – – –
SRSA
3670
S.R. Schill & Associates
Washington
$228K -$69K -72 -23%
DBIA
3671
Dumont & Blake Investment Advisors
New Jersey
$228K -$3.83K -4 -2%
GWAM
3672
Guardian Wealth Advisors (Minnesota)
Minnesota
$227K +$24K +25 +11%
TAP
3673
Tounjian Advisory Partners
Florida
$227K -$2.86M -2,986 -92%
OIS
3674
OneAscent Investment Solutions
Alabama
$226K -$13.4K -14 -5%
MAM
3675
Mystic Asset Management
Rhode Island
$226K +$5.75K +6 +3%