We are live on ! Find out more
COST icon

Costco

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
4001
Adams Wealth Management
Utah
$212K +$208K +213 New
CI
4002
CacheTech Inc
Utah
$212K +$208K +213 New
OPOWM
4003
One Plus One Wealth Management
Florida
$212K +$208K +213 New
MFA
4004
Millington Financial Advisors
Illinois
$212K
IWS
4005
Insight Wealth Strategies
California
$212K +$207K +212 New
SHIM
4006
Stone House Investment Management
Pennsylvania
$211K +$975 +1 +0.5%
SRC
4007
Shufro Rose & Co
New York
$211K -$22.4K -23 -10%
EPAM
4008
Evelyn Partners Asset Management
$211K
SDJVC
4009
St. Denis J. Villere & Co
Louisiana
$211K +$207K +212 New
AC
4010
Avant Capital
Louisiana
$211K +$207K +212 New
OWA
4011
Outlook Wealth Advisors
Texas
$210K +$206K +211 New
S
4012
SharpePoint
Arizona
$210K +$206K +211 New
CFC
4013
Client First Capital
California
$209K +$205K +210 New
CCM
4014
Coerente Capital Management
Ontario, Canada
$209K +$205K +210 New
CIM
4015
Confluence Investment Management
Missouri
$209K +$205K +210 New
FAM
4016
Fenimore Asset Management
New York
$209K +$205K +210 New
SDIC
4017
South Dakota Investment Council
South Dakota
$209K
SWM
4018
Steelhead Wealth Management
Virginia
$209K +$205K +210 New
RWM
4019
Rialto Wealth Management
New York
$208K +$8.77K +9 +5%
PA
4020
Probity Advisors
Texas
$208K +$204K +209 New
SA
4021
SAM Advisors
California
$208K +$204K +209 New
HPC
4022
Hobart Private Capital
North Carolina
$207K +$203K +208 New
Grantham, Mayo, Van Otterloo & Co (GMO)
4023
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$207K -$1.27M -1,300 -86%
THL
4024
Tillman Hartley LLC
Colorado
$207K -$159K -163 -44%
ASW
4025
Astoria Strategic Wealth
Texas
$207K +$203K +208 New