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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
3801
AWM Capital
Arizona
$226K – – –
CCT
3802
Capital City Trust
Florida
$225K -$27.2K -30 -10%
B
3803
BetterWealth
California
$225K -$20.8K -23 -8%
IPA
3804
Investment Planning Advisors
Georgia
$225K +$237K +261 New
WMA
3805
William Mack & Associates
Michigan
$225K -$7.25K -8 -3%
RWFS
3806
Rayburn West Financial Services
Tennessee
$224K +$236K +260 New
SOW
3807
State of Wyoming
Wyoming
$224K +$236K +260 New
CIA
3808
Cape Investment Advisory
Georgia
$224K +$134K +148 +132%
MF
3809
Manuka Financial
Virginia
$224K -$42.6K -47 -15%
CFS
3810
Cannon Financial Strategists
Georgia
$223K – – –
KFS
3811
Kelly Financial Services
Massachusetts
$223K – – –
HFP
3812
Holistic Financial Partners
Indiana
$223K -$26.3K -29 -10%
WA
3813
Waddell & Associates
Tennessee
$223K -$76.1K -84 -25%
IWP
3814
Insight Wealth Partners
Texas
$222K -$9.97K -11 -4%
EFP
3815
EnRich Financial Partners
Wisconsin
$222K – – –
CCM
3816
Crew Capital Management
Ohio
$222K +$4.53K +5 +2%
MWA
3817
Merkkuri Wealth Advisors
New York
$222K -$16.3K -18 -7%
GIC
3818
GFI Investment Counsel
Ontario, Canada
$222K – – –
FH
3819
FWG Holdings
Florida
$221K -$2.72K -3 -1%
PFM
3820
Patton Fund Management
Texas
$221K -$15.4K -17 -6%
AG
3821
Advocate Group
Minnesota
$221K -$12.7K -14 -5%
OWA
3822
ORBA Wealth Advisors
Illinois
$221K -$54.4K -60 -19%
SWM
3823
Stapp Wealth Management
Washington
$219K – – –
TLFA
3824
True Link Financial Advisors
California
$219K +$230K +254 New
LIP
3825
Lynch Investment Planning
Pennsylvania
$219K +$230K +254 New
151 152
153
154 155