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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
B
3776
BetterWealth
California
$276K – – –
CMF
3777
Counterpoint Mutual Funds
California
$276K +$294K +295 New
UWP
3778
Uniting Wealth Partners
Kansas
$275K +$16.9K +17 +6%
FOR
3779
Family Office Research
Maryland
$274K -$31.9K -32 -10%
SF
3780
Seros Financial
Arizona
$274K +$15.9K +16 +6%
CIA
3781
Cape Investment Advisory
Georgia
$274K +$21.9K +22 +8%
UBV
3782
United Bank (Virginia)
Virginia
$273K -$132K -132 -31%
WLIM
3783
White Lighthouse Investment Management
Massachusetts
$273K – – –
GRA
3784
Golden Road Advisors
Florida
$272K +$8.97K +9 +3%
LC
3785
LCNB Corp
Ohio
$272K +$13.9K +14 +5%
BAWM
3786
Bennett Associates Wealth Management
Pennsylvania
$272K +$84.7K +85 +41%
BRM
3787
Boston Research & Management
Massachusetts
$271K – – –
AWP
3788
Atlas Wealth Partners
Pennsylvania
$271K – – –
CCM
3789
Chiron Capital Management
Florida
$271K – – –
FB
3790
Finward Bancorp
Indiana
$271K – – –
SL
3791
StoryOne LLC
Kansas
$271K +$289K +290 New
MW
3792
Members Wealth
Pennsylvania
$270K -$13K -13 -4%
DCM
3793
Dorato Capital Management
Colorado
$270K – – –
WPA
3794
Winning Points Advisors
Florida
$270K – – –
OAJ
3795
Ogorek Anthony Joseph
New York
$269K +$14.9K +15 +5%
HIGP
3796
Hill Investment Group Partners
Missouri
$268K -$17.9K -18 -6%
IWP
3797
Insight Wealth Partners
Texas
$268K +$23.9K +24 +9%
WFG
3798
Wills Financial Group
Virginia
$268K – – –
GJIA
3799
Glass Jacobson Investment Advisors
Maryland
$268K – – –
DSA
3800
Droms Strauss Advisors
Missouri
$268K +$39.9K +40 +16%
150 151
152
153 154