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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
3801
Private Wealth Management Group
New Jersey
$136K +$928 +1 +0.7%
AEPWM
3802
Atlantic Edge Private Wealth Management
Florida
$135K -$9.28K -10 -6%
RI
3803
Ridgewood Investments
New Jersey
$133K +$9.28K +10 +7%
FGC
3804
Financial Gravity Companies
Texas
$132K +$6.5K +7 +5%
MRP
3805
Measured Risk Portfolios
California
$131K +$133K +143 New
Wolverine Asset Management
3806
Wolverine Asset Management
Illinois
$131K +$133K +143 New
CWM
3807
Cedar Wealth Management
California
$130K – – –
RCM
3808
Richardson Capital Management
Wisconsin
$130K +$10.2K +11 +8%
PA
3809
PSI Advisors
Florida
$127K – – –
VWA
3810
VSM Wealth Advisory
Maryland
$123K +$124K +134 New
CIAS
3811
CBIZ Investment Advisory Services
Ohio
$122K -$7.42K -8 -6%
NECFA
3812
New England Capital Financial Advisors
Connecticut
$119K – – –
MAS
3813
MPWM Advisory Solutions
Georgia
$117K +$119K +128 New
EFMH
3814
E Fund Management (HK)
Hong Kong
$115K +$28.8K +31 +33%
TWD
3815
True Wealth Design
Ohio
$114K -$4.64K -5 -4%
MFG
3816
Mendota Financial Group
Wisconsin
$113K -$118K -127 -51%
MFT
3817
Moisand Fitzgerald Tamayo
Florida
$112K – – –
APW
3818
Acima Private Wealth
Virginia
$111K – – –
MIM
3819
Manitou Investment Management
Ontario, Canada
$110K – – –
FA
3820
Fedenia Advisers
Wisconsin
$110K +$111K +120 New
C
3821
Covestor
United Kingdom
$108K +$2.78K +3 +3%
LC
3822
Luminist Capital
Michigan
$107K +$109K +117 New
CPG
3823
Cornerstone Planning Group
New Jersey
$105K +$1.86K +2 +2%
AW
3824
Avion Wealth
Texas
$104K +$13.9K +15 +15%
CWM
3825
Cranbrook Wealth Management
Michigan
$103K – – –