We are live on ! Find out more
COST icon

Costco

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
3701
JDM Financial Group
Texas
$222K +$60.4K +62 +36%
AWAU
3702
Alliance Wealth Advisors (Utah)
Utah
$222K +$229K +235 New
WA
3703
Waddell & Associates
Tennessee
$222K -$8.78K -9 -4%
TI
3704
TrueMark Investments
Illinois
$221K -$2.73M -2,798 -92%
WAS
3705
Wealth Advisory Solutions
Indiana
$221K -$199K -204 -47%
IWP
3706
Insight Wealth Partners
Texas
$221K -$44.8K -46 -16%
PA
3707
Probity Advisors
Texas
$221K +$228K +234 New
SG
3708
Stanich Group
New York
$221K
KCP
3709
Kera Capital Partners
California
$220K +$227K +233 New
CNBOF
3710
City National Bank of Florida
Florida
$219K +$226K +232 New
FWM
3711
FMB Wealth Management
California
$218K
BCWM
3712
Ball & Co Wealth Management
Tennessee
$218K -$64.3K -66 -22%
BWA
3713
Bestgate Wealth Advisors
Maryland
$218K -$24.4K -25 -10%
VPWA
3714
Vestia Personal Wealth Advisors
Indiana
$218K -$2.92K -3 -1%
EARNEST Partners
3715
EARNEST Partners
Georgia
$218K
FGWP
3716
Founders Grove Wealth Partners
Virginia
$218K +$975 +1 +0.4%
MCA
3717
Midwest Capital Advisors
Michigan
$217K
LFS
3718
Legacy Financial Strategies
Kansas
$217K -$1.95K -2 -0.9%
Winslow Capital Management
3719
Winslow Capital Management
Minnesota
$217K -$496K -509 -69%
RCM
3720
Requisite Capital Management
Texas
$217K -$270K -277 -55%
CWM
3721
Cabot Wealth Management
Massachusetts
$217K -$29.2K -30 -12%
TLA
3722
Tanglewood Legacy Advisors
Texas
$217K
HFO
3723
Heritage Family Offices
Arizona
$217K
Q1WB
3724
Quest 10 Wealth Builders
Virginia
$215K -$48.7K -50 -18%
HAC
3725
Harbor Advisory Corp
New Hampshire
$215K -$44.8K -46 -17%