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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FGC
3801
Financial Gravity Companies
Texas
$132K +$6.5K +7 +5%
MRP
3802
Measured Risk Portfolios
California
$131K +$133K +143 New
WAM
3803
Wolverine Asset Management
Illinois
$131K +$133K +143 New
CWM
3804
Cedar Wealth Management
California
$130K – – –
RCM
3805
Richardson Capital Management
Wisconsin
$130K +$10.2K +11 +8%
PA
3806
PSI Advisors
Florida
$127K – – –
VWA
3807
VSM Wealth Advisory
Maryland
$123K +$124K +134 New
CIAS
3808
CBIZ Investment Advisory Services
Ohio
$122K -$7.42K -8 -6%
NECFA
3809
New England Capital Financial Advisors
Connecticut
$119K – – –
MAS
3810
MPWM Advisory Solutions
Georgia
$117K +$119K +128 New
EFMH
3811
E Fund Management (HK)
Hong Kong
$115K +$28.8K +31 +33%
TWD
3812
True Wealth Design
Ohio
$114K -$4.64K -5 -4%
MFG
3813
Mendota Financial Group
Wisconsin
$113K -$118K -127 -51%
MFT
3814
Moisand Fitzgerald Tamayo
Florida
$112K – – –
APW
3815
Acima Private Wealth
Virginia
$111K – – –
MIM
3816
Manitou Investment Management
Ontario, Canada
$110K – – –
FA
3817
Fedenia Advisers
Wisconsin
$110K +$111K +120 New
C
3818
Covestor
United Kingdom
$108K +$2.78K +3 +3%
LC
3819
Luminist Capital
Michigan
$107K +$109K +117 New
CPG
3820
Cornerstone Planning Group
New Jersey
$105K +$1.86K +2 +2%
AW
3821
Avion Wealth
Texas
$104K +$13.9K +15 +15%
CWM
3822
Cranbrook Wealth Management
Michigan
$103K – – –
HHGA
3823
Halbert Hargrove Global Advisors
California
$102K +$103K +111 New
OA
3824
Operose Advisors
Wisconsin
$97.1K -$162K -175 -62%
FNWA
3825
Financial Network Wealth Advisors
Utah
$94.4K -$169K -182 -64%
151 152
153
154 155