We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
4026
Horizon Kinetics Asset Management
New York
$207K +$203K +208 New
NPI
4027
New Perspectives Inc
Mississippi
$207K +$203K +208 New
VPF
4028
Vantage Point Financial
Illinois
$206K +$202K +207 New
WAS
4029
Wealth Advisory Solutions
Indiana
$206K +$202K +207 New
TIM
4030
Total Investment Management
Arizona
$205K +$201K +206 New
TWD
4031
True Wealth Design
Ohio
$205K +$141K +145 +238%
AIM
4032
AMI Investment Management
Indiana
$205K +$201K +206 New
BAWM
4033
Bennett Associates Wealth Management
Pennsylvania
$205K +$201K +206 New
BWA
4034
Boulder Wealth Advisors
Colorado
$205K +$201K +206 New
KFS
4035
Keynote Financial Services
Connecticut
$205K +$201K +206 New
TCG
4036
Transcendent Capital Group
Oklahoma
$205K +$201K +206 New
BA
4037
Ballew Advisors
Mississippi
$205K +$193K +198 New
AWA
4038
Acumen Wealth Advisors
Tennessee
$204K +$4.87K +5 +3%
FS
4039
Financially Speaking
Colorado
$204K – – –
BA
4040
Bellwether Advisors
Nebraska
$204K +$200K +205 New
CFC
4041
Coyle Financial Counsel
Illinois
$204K +$200K +205 New
OWMIAS
4042
One Wealth Management Investment & Advisory Services
Florida
$204K +$200K +205 New
SEM
4043
Strategic Equity Management
Arizona
$204K +$200K +205 New
AIFS
4044
A&I Financial Services
Colorado
$203K -$128K -131 -39%
BPW
4045
BLVD Private Wealth
Kentucky
$203K +$199K +204 New
MW
4046
Merited Wealth
Florida
$202K – – –
2WWM
4047
21 West Wealth Management
California
$202K +$198K +203 New
SC
4048
Scholtz & Company
Connecticut
$202K +$198K +203 New
SWMG
4049
Sard Wealth Management Group
Georgia
$202K +$198K +203 New
PW
4050
Potentia Wealth
California
$202K -$93.6K -96 -32%
160 161
162
163 164