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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
SPW
3701
Surience Private Wealth
Washington
$218K -$925K -965 -80%
JFG
3702
JDM Financial Group
Texas
$218K – – –
DFG
3703
Demars Financial Group
Washington
$217K – – –
FH
3704
FWG Holdings
Florida
$217K – – –
BTWM
3705
Brass Tax Wealth Management
Ohio
$217K -$26.8K -28 -11%
PFG
3706
Prospect Financial Group
Virginia
$217K +$2.88K +3 +1%
NCG
3707
Newport Capital Group
New Jersey
$216K -$10.5K -11 -5%
CCT
3708
Chemung Canal Trust
New York
$216K +$5.75K +6 +3%
PCMC
3709
Paragon Capital Management (Colorado)
Colorado
$215K -$959 -1 -0.4%
LPFG
3710
Landing Point Financial Group
Ohio
$215K +$9.59K +10 +5%
BPW
3711
BLVD Private Wealth
Kentucky
$215K -$6.71K -7 -3%
BCWM
3712
Ball & Co Wealth Management
Tennessee
$214K – – –
VPWA
3713
Vestia Personal Wealth Advisors
Indiana
$214K +$5.75K +6 +3%
OA
3714
Oak Associates
Ohio
$213K – – –
WAS
3715
Wealth Advisory Solutions
Indiana
$213K -$3.83K -4 -2%
EARNEST Partners
3716
EARNEST Partners
Georgia
$213K – – –
NWM
3717
Nova Wealth Management
Florida
$213K -$22K -23 -9%
NCM
3718
Noesis Capital Mangement
Florida
$212K +$12.5K +13 +6%
FWM
3719
FMB Wealth Management
California
$212K -$16.3K -17 -7%
LGW
3720
Leslie Global Wealth
Illinois
$212K -$3.83K -4 -2%
HFO
3721
Heritage Family Offices
Arizona
$212K – – –
TLA
3722
Tanglewood Legacy Advisors
Texas
$212K – – –
BM
3723
Berman McAleer
Maryland
$212K +$219K +229 New
DFP
3724
Defined Financial Planning
California
$211K -$39.3K -41 -15%
FA
3725
FSA Advisors
Michigan
$211K +$218K +227 New