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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
3701
Outlook Wealth Advisors
Texas
$218K +$221K +238 New
OCG
3702
Opus Capital Group
Ohio
$218K
COCM
3703
Charter Oak Capital Management
New Hampshire
$218K +$221K +238 New
BL
3704
Balentine LLC
Georgia
$216K -$1.45M -1,559 -87%
CP
3705
Camelot Portfolios
Ohio
$216K
NFTC
3706
North Forty Two & Co
Oregon
$216K +$219K +236 New
SC
3707
Stephens Consulting
Michigan
$215K
SG
3708
Stanich Group
New York
$214K +$217K +234 New
IDA
3709
Intelligence Driven Advisers
California
$214K +$217K +234 New
WDC
3710
Woodward Diversified Capital
California
$213K -$41.8K -45 -16%
VPWA
3711
Vestia Personal Wealth Advisors
Indiana
$213K +$216K +233 New
PWP
3712
Parkwoods Wealth Partners
New York
$213K
FWM
3713
FMB Wealth Management
California
$212K -$18.6K -20 -8%
CWI
3714
Conscious Wealth Investments
Florida
$211K
AIM
3715
Athena Investment Management
California
$211K -$4.64K -5 -2%
EARNEST Partners
3716
EARNEST Partners
Georgia
$211K
LFS
3717
Legacy Financial Strategies
Kansas
$210K +$214K +231 New
WDL
3718
Well Done LLC
Michigan
$210K
MCA
3719
Midwest Capital Advisors
Michigan
$210K +$212K +229 New
TLA
3720
Tanglewood Legacy Advisors
Texas
$210K
FGWP
3721
Founders Grove Wealth Partners
Virginia
$210K +$212K +229 New
HFO
3722
Heritage Family Offices
Arizona
$210K +$212K +229 New
CSWM
3723
Cassady Schiller Wealth Management
Ohio
$209K +$21.3K +23 +11%
FCM
3724
Family Capital Management
Michigan
$209K +$212K +228 New
WHC
3725
Wulff, Hansen & Co
California
$209K +$74.2K +80 +4%