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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
3726
Cassady Schiller Wealth Management
Ohio
$209K +$21.3K +23 +11%
FCM
3727
Family Capital Management
Michigan
$209K +$212K +228 New
WHC
3728
Wulff, Hansen & Co
California
$209K +$74.2K +80 +4%
MW
3729
Members Wealth
Pennsylvania
$209K +$182K +196 New
CWP
3730
Corepath Wealth Partners
Arizona
$209K +$211K +227 New
HFP
3731
Holistic Financial Partners
Indiana
$208K +$211K +227 New
Betterment LLC
3732
Betterment LLC
New York
$208K +$211K +227 New
OFS
3733
Oldfather Financial Services
Nebraska
$207K – – –
GSAM
3734
Grant Street Asset Management
Pennsylvania
$207K – – –
AWM
3735
Altus Wealth Management
Kentucky
$207K – – –
BFAG
3736
Blackston Financial Advisory Group
Florida
$207K +$210K +226 New
CCM
3737
Crew Capital Management
Ohio
$207K +$210K +226 New
ZIG
3738
Zuckerman Investment Group
Illinois
$207K +$191K +206 New
OPTFSNA
3739
Old Point Trust & Financial Services N A
Virginia
$206K – – –
BCM
3740
Bienville Capital Management
New York
$206K +$209K +225 New
DSN
3741
D. Scott Neal
Kentucky
$205K +$208K +224 New
GA
3742
GoalVest Advisory
New York
$205K -$4.64K -5 -2%
OWMIAS
3743
One Wealth Management Investment & Advisory Services
Florida
$205K +$208K +224 New
AWA
3744
Aquire Wealth Advisors
Utah
$204K +$207K +223 New
PVM
3745
Palogic Value Management
Texas
$204K +$207K +223 New
GSC
3746
G&S Capital
Colorado
$203K +$206K +222 New
MGAM
3747
McGowan Group Asset Management
Texas
$202K +$205K +221 New
NCG
3748
Newport Capital Group
New Jersey
$202K -$6.5K -7 -3%
TF
3749
Tandem Financial
Colorado
$202K +$204K +220 New
PPA
3750
Painted Porch Advisors
California
$202K +$9.28K +10 +5%