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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
4001
Summit X LLC
Missouri
– -$556K -561 Closed
SOW
4002
State of Wyoming
Wyoming
– -$548K -554 Closed
JTWM
4003
Jackson Thornton Wealth Management
Alabama
– -$515K -522 Closed
PTC
4004
Petrus Trust Company
Texas
– -$502K -507 Closed
CCA
4005
Cooper Capital Advisors
California
– -$436K -440 Closed
SW
4006
SMART Wealth
Nebraska
– -$420K -424 Closed
OR
4007
Olympiad Research
Connecticut
– -$399K -403 Closed
PD
4008
Point72 (DIFC)
United Arab Emirates
– -$396K -400 Closed
SWM
4009
Seed Wealth Management
Illinois
– -$396K -400 Closed
MWM
4010
MinichMacGregor Wealth Management
New York
– -$386K -390 Closed
EA
4011
Efficient Advisors
Ohio
– -$381K -385 Closed
OFG
4012
Opulen Financial Group
Virginia
– -$379K -383 Closed
ARC
4013
Advisor Resource Council
Texas
– -$366K -370 Closed
CFSG
4014
Clark Financial Services Group
Missouri
– -$366K -369 Closed
BBWP
4015
Beacon Bridge Wealth Partners
Pennsylvania
– -$353K -357 Closed
DSAM
4016
Dock Street Asset Management
Florida
– -$338K -341 Closed
BCM
4017
Beddow Capital Management
Wyoming
– -$327K -330 Closed
NA
4018
Novus Advisors
South Carolina
– -$320K -323 Closed
IAM
4019
Ion Asset Management
Israel
– -$292K -295 Closed
MPM
4020
MBB Public Markets
Illinois
– -$286K -289 Closed
I
4021
InceptionR
California
– -$285K -288 Closed
W
4022
Wealthquest
Ohio
– -$285K -288 Closed
BWM
4023
Birchcreek Wealth Management
Ohio
– -$284K -287 Closed
HWMG
4024
Hurlow Wealth Management Group
Indiana
– -$280K -283 Closed
AWM
4025
Avaii Wealth Management
Wisconsin
– -$278K -281 Closed
159 160
161
162 163