We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3751
Bellwether Advisors
Nebraska
$201K +$203K +219 New
ERIM
3752
Eagle Ridge Investment Management
Connecticut
$201K +$203K +219 New
LGWM
3753
Litman Gregory Wealth Management
California
$200K +$202K +218 New
RCM
3754
Ravenstone Capital Management
$198K – – –
DCBT
3755
Dakota Community Bank & Trust
North Dakota
$196K +$24.1K +26 +14%
NL
3756
NKCFO LLC
Illinois
$192K – – –
PIS
3757
POM Investment Strategies
North Carolina
$189K – – –
FS
3758
Financially Speaking
Colorado
$185K +$187K +202 New
OAJ
3759
Ogorek Anthony Joseph
New York
$184K – – –
BC
3760
Belmont Capital
California
$183K -$813K -876 -81%
FG
3761
Fairman Group
Pennsylvania
$183K – – –
VWA
3762
Valued Wealth Advisors
Utah
$181K -$928 -1 -0.5%
BAM
3763
Byrne Asset Management
New Jersey
$179K +$3.71K +4 +2%
FC
3764
Family CFO
California
$174K – – –
RWM
3765
Rialto Wealth Management
New York
$173K +$175K +189 New
WWP
3766
WR Wealth Planners
Missouri
$173K -$27.8K -30 -14%
SWA
3767
SOA Wealth Advisors
New York
$172K +$43.6K +47 +33%
LAMC
3768
Longview Asset Management (California)
California
$169K +$171K +184 New
QL
3769
Quarry LP
New York
$168K +$145K +156 +578%
NWMP
3770
Noble Wealth Management PBC
Colorado
$168K +$170K +183 New
TCM
3771
TruNorth Capital Management
Michigan
$167K -$928 -1 -0.5%
EIM
3772
Essex Investment Management
Massachusetts
$165K – – –
KBFS
3773
Kohmann Bosshard Financial Services
Ohio
$160K +$162K +175 New
CAC
3774
Core Alternative Capital
Georgia
$159K – – –
JFG
3775
JDM Financial Group
Texas
$159K -$5.57K -6 -3%
149 150
151
152 153