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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
3751
Zuckerman Investment Group
Illinois
$203K -$3.83K -4 -2%
MFA
3752
Millington Financial Advisors
Illinois
$203K +$208K +217 New
MWA
3753
Martel Wealth Advisors
Washington
$203K -$4.79K -5 -2%
FFP
3754
Freedom Financial Partners
Minnesota
$202K – – –
EWM
3755
Edge Wealth Management
New York
$202K – – –
SRC
3756
Shufro Rose & Co
New York
$201K – – –
BCM
3757
Brookmont Capital Management
Texas
$200K +$208K +217 New
RCM
3758
Ravenstone Capital Management
$200K – – –
MIM
3759
Manitou Investment Management
Ontario, Canada
$199K -$28.8K -30 -12%
1L
3760
10Elms LLP
Oklahoma
$199K – – –
EPAM
3761
Evelyn Partners Asset Management
$196K +$83.4K +87 +70%
MPW
3762
MASECO Private Wealth
$196K -$22K -23 -10%
SHIM
3763
Stone House Investment Management
Pennsylvania
$195K +$959 +1 +0.5%
OA
3764
Operose Advisors
Wisconsin
$195K -$10.5K -11 -5%
SDIC
3765
South Dakota Investment Council
South Dakota
$194K – – –
FS
3766
Financially Speaking
Colorado
$192K +$24K +25 +14%
MIFH
3767
Migdal Insurance & Financial Holdings
Israel
$188K +$9.59K +10 +5%
PIS
3768
POM Investment Strategies
North Carolina
$187K +$1.92K +2 +1%
WBC
3769
Westpac Banking Corp
Australia
$186K – – –
RWM
3770
Rialto Wealth Management
New York
$186K +$959 +1 +0.5%
PW
3771
Pandora Wealth
Illinois
$185K – – –
Q1WB
3772
Quest 10 Wealth Builders
Virginia
$183K -$23K -24 -11%
FNWA
3773
Financial Network Wealth Advisors
Utah
$177K +$8.63K +9 +5%
BDL
3774
Bey-Douglas LLC
Georgia
$177K +$183K +191 New
VWA
3775
Valued Wealth Advisors
Utah
$172K +$5.75K +6 +3%