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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
4051
Litman Gregory Wealth Management
California
– -$218K -220 Closed
SC
4052
Sykon Capital
New York
– -$218K -220 Closed
AIM
4053
AMI Investment Management
Indiana
– -$216K -218 Closed
SCP
4054
Stevens Capital Partners
Nebraska
– -$211K -218 Closed
CWM
4055
Cabot Wealth Management
Massachusetts
– -$213K -215 Closed
MWM
4056
Manske Wealth Management
Texas
– -$213K -215 Closed
FFG
4057
Fortress Financial Group
Minnesota
– -$212K -214 Closed
MWML
4058
M Wealth Management LLC
California
– -$211K -214 Closed
GFG
4059
Grantvest Financial Group
New Jersey
– -$211K -213 Closed
HWA
4060
HMV Wealth Advisors
Louisiana
– -$211K -213 Closed
OPOWM
4061
One Plus One Wealth Management
Florida
– -$211K -213 Closed
PF
4062
Parker Financial
Washington
– -$211K -213 Closed
IVP
4063
Intrinsic Value Partners
Arizona
– -$210K -212 Closed
1CP
4064
17 Capital Partners
Arizona
– -$209K -211 Closed
CFG
4065
Carter Financial Group
Illinois
– -$208K -211 Closed
IFA
4066
Interactive Financial Advisors
Illinois
– -$209K -211 Closed
AA
4067
ACT Advisors
North Carolina
– -$208K -210 Closed
AIM
4068
Athena Investment Management
California
– -$208K -210 Closed
Fenimore Asset Management
4069
Fenimore Asset Management
New York
– -$208K -210 Closed
RFN
4070
Redwood Financial Network
Ohio
– -$208K -210 Closed
GSF
4071
Grove Street Fiduciary
New Hampshire
– -$207K -209 Closed
NAG
4072
Northstar Advisory Group
New Jersey
– -$207K -209 Closed
ASW
4073
Astoria Strategic Wealth
Texas
– -$206K -208 Closed
NPI
4074
New Perspectives Inc
Mississippi
– -$206K -208 Closed
VI
4075
Versor Investments
New York
– -$206K -208 Closed