We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
3651
Sensible Money
Arizona
$322K – – –
JFA
3652
JNBA Financial Advisors
Minnesota
$322K +$25.3K +26 +9%
KF
3653
Ketron Financial
California
$320K +$29.2K +30 +10%
WAS
3654
WESPAC Advisors SoCal
California
$320K – – –
IA
3655
IMZ Advisory
Florida
$319K +$2.92K +3 +0.9%
IFU
3656
iSAM Funds (UK)
United Kingdom
$318K +$311K +319 New
EBA
3657
Eagle Bay Advisors
New York
$318K -$52.6K -54 -14%
SWM
3658
Shrier Wealth Management
California
$317K +$310K +318 New
MPCA
3659
Madison Park Capital Advisors
Washington
$317K -$975 -1 -0.3%
RAM
3660
Riggs Asset Management
Pennsylvania
$317K – – –
TLCM
3661
Twin Lakes Capital Management
California
$317K – – –
SWM
3662
StoneCrest Wealth Management
Arizona
$316K -$197K -202 -39%
RWM
3663
RMG Wealth Management
Wisconsin
$316K +$5.85K +6 +2%
BFS
3664
Burr Financial Services
California
$315K – – –
SPWG
3665
Sage Private Wealth Group
Illinois
$315K +$9.74K +10 +3%
GC
3666
Grange Capital
Oregon
$314K -$100K -103 -25%
SC
3667
Soundwatch Capital
Connecticut
$314K -$26.3K -27 -8%
HIM
3668
HughesLittle Investment Management
$314K – – –
KFS
3669
Kelly Financial Services
Massachusetts
$313K +$53.6K +55 +21%
PFA
3670
Presper Financial Architects
Ohio
$313K +$15.6K +16 +5%
CG
3671
Clarus Group
Texas
$313K – – –
CCM
3672
Connective Capital Management
California
$313K +$306K +314 New
SIA
3673
Stegner Investment Associates
Kentucky
$313K +$306K +314 New
LWM
3674
Lakeridge Wealth Management
Ohio
$312K +$4.87K +5 +2%
4A
3675
4Wealth Advisors
Illinois
$312K – – –
145 146
147
148 149