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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
3776
Kohmann Bosshard Financial Services
Ohio
$160K +$162K +175 New
CAC
3777
Core Alternative Capital
Georgia
$159K – – –
JFG
3778
JDM Financial Group
Texas
$159K -$5.57K -6 -3%
FC
3779
Fairscale Capital
New Hampshire
$159K – – –
CWM
3780
Consultiva Wealth Management
Puerto Rico
$159K +$161K +173 New
NIMI
3781
Natixis Investment Managers International
France
$156K – – –
CWA
3782
Carolina Wealth Advisors
South Carolina
$155K -$38K -41 -20%
POIA
3783
Pin Oak Investment Advisors
Texas
$153K – – –
CWP
3784
Clark Wealth Partners
Illinois
$153K +$154K +166 New
DRP
3785
Decker Retirement Planning
Utah
$152K +$154K +166 New
CIA
3786
Cape Investment Advisory
Georgia
$152K +$34.3K +37 +29%
OWP
3787
ORG Wealth Partners
Texas
$150K -$12.1K -13 -7%
CTWM
3788
Cherry Tree Wealth Management
Minnesota
$150K – – –
RPA
3789
Redwood Park Advisors
California
$149K +$150K +162 New
AWM
3790
Activest Wealth Management
Florida
$147K +$2.78K +3 +2%
MB
3791
Mizuho Bank
Japan
$147K -$9.28K -10 -6%
ACM
3792
Adalta Capital Management
New York
$147K – – –
1L
3793
10Elms LLP
Oklahoma
$147K +$148K +160 New
JGIA
3794
Jackson Grant Investment Advisers
Connecticut
$144K – – –
BIA
3795
Bell Investment Advisors
California
$138K +$17.6K +19 +14%
MS
3796
Mizuho Securities
Japan
$138K – – –
JAM
3797
JCIC Asset Management
Ontario, Canada
$137K – – –
RAM
3798
Ramirez Asset Management
New York
$137K – – –
WAG
3799
Wiser Advisor Group
Arizona
$137K – – –
GK
3800
Graney & King
New York
$137K +$138K +149 New