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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
Confluence Investment Management
3676
Confluence Investment Management
Missouri
$226K – – –
CPP
3677
Capasso Planning Partners
South Carolina
$225K -$63.1K -68 -22%
DBIA
3678
Dumont & Blake Investment Advisors
New Jersey
$225K +$5.57K +6 +3%
XTX Topco
3679
XTX Topco
Cayman Islands
$224K -$762K -821 -77%
WAG
3680
Wallace Advisory Group
California
$224K +$235K +253 New
OPWM
3681
Oxinas Partners Wealth Management
Indiana
$224K -$31.5K -34 -12%
EFH
3682
Eaton Financial Holdings
Florida
$224K – – –
Alesco Advisors
3683
Alesco Advisors
New York
$224K – – –
PCM
3684
Park Capital Management
Wisconsin
$224K +$226K +244 New
WA
3685
Whipplewood Advisors
Colorado
$224K +$226K +244 New
WA
3686
Waddell & Associates
Tennessee
$223K +$8.35K +9 +4%
GWAM
3687
Guardian Wealth Advisors (Minnesota)
Minnesota
$223K – – –
ECAM
3688
East Coast Asset Management
Massachusetts
$222K – – –
Wedge Capital Management
3689
Wedge Capital Management
North Carolina
$222K +$1.86K +2 +0.8%
RCYC
3690
Richard C. Young & Co
Rhode Island
$221K +$224K +241 New
FPB
3691
First PREMIER Bank
South Dakota
$221K -$276K -297 -55%
DFA
3692
DHK Financial Advisors
New Hampshire
$221K – – –
APWM
3693
Anchor Pointe Wealth Management
Missouri
$220K +$222K +239 New
BTWM
3694
Brass Tax Wealth Management
Ohio
$220K +$12.1K +13 +6%
Giverny Capital
3695
Giverny Capital
Quebec, Canada
$220K – – –
AIM
3696
AMI Investment Management
Indiana
$220K +$928 +1 +0.4%
GWA
3697
Genesis Wealth Advisors
Massachusetts
$220K +$223K +240 New
PWM
3698
Parkshore Wealth Management
California
$220K +$223K +240 New
MAWCM
3699
Mine & Arao Wealth Creation & Management
California
$219K +$928 +1 +0.4%
PCMC
3700
Paragon Capital Management (Colorado)
Colorado
$218K +$928 +1 +0.4%