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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
3951
DeLarme Wealth Management
California
$218K +$13K +13 +6%
OIS
3952
OneAscent Investment Solutions
Alabama
$218K -$13K -13 -5%
PMG
3953
ProVise Management Group
Florida
$218K -$2.99K -3 -1%
AWP
3954
Astra Wealth Partners
New Jersey
$218K +$17.9K +18 +8%
JRPIM
3955
Journey Retirement Planning & Investment Management
Idaho
$217K +$231K +232 New
VW
3956
Vantus Wealth
Pennsylvania
$217K +$231K +232 New
VPWA
3957
Vestia Personal Wealth Advisors
Indiana
$217K -$58.8K -59 -20%
LPFG
3958
Landing Point Financial Group
Ohio
$217K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
3959
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$217K +$23.9K +24 +12%
FPB
3960
First PREMIER Bank
South Dakota
$217K -$9.96K -10 -4%
BCWM
3961
Ball & Co Wealth Management
Tennessee
$217K – – –
OPWM
3962
Oxinas Partners Wealth Management
Indiana
$217K – – –
BRPW
3963
Ballast Rock Private Wealth
South Carolina
$216K – – –
BFP
3964
Birchwood Financial Partners
Minnesota
$216K – – –
ANB
3965
Amarillo National Bank
Texas
$216K – – –
RIS
3966
Richmond Investment Services
Wisconsin
$216K -$368K -369 -62%
EARNEST Partners
3967
EARNEST Partners
Georgia
$215K – – –
OA
3968
Oak Associates
Ohio
$215K – – –
T
3969
Tableaux
Massachusetts
$215K – – –
PWA
3970
Provenance Wealth Advisors
Florida
$215K +$5.98K +6 +3%
AFGAS
3971
Allegiance Financial Group Advisory Services
Virginia
$215K +$229K +230 New
GC
3972
Granville Capital
North Carolina
$214K -$13K -13 -5%
IWA
3973
IVC Wealth Advisors
Pennsylvania
$214K -$11K -11 -5%
NCM
3974
Noesis Capital Mangement
Florida
$214K -$7.97K -8 -3%
AA
3975
ACT Advisors
North Carolina
$214K -$2.99K -3 -1%