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Costco

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