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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
PSB
4076
Piscataqua Savings Bank
New Hampshire
$198K – – –
Q1WB
4077
Quest 10 Wealth Builders
Virginia
$197K +$17.5K +18 +10%
LAMC
4078
Longview Asset Management (California)
California
$195K – – –
WAG
4079
Wiser Advisor Group
Arizona
$193K – – –
MUMSS
4080
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K -$43.9K -45 -19%
CWP
4081
Clark Wealth Partners
Illinois
$190K +$8.77K +9 +5%
CG
4082
Curat Global
New Hampshire
$188K -$117K -120 -39%
JTBR
4083
James T. Borello RIA
Illinois
$186K +$69.2K +71 +61%
FGAM
4084
Financial Gravity Asset Management
Texas
$184K +$37K +38 +26%
EIM
4085
Essex Investment Management
Massachusetts
$179K – – –
GK
4086
Graney & King
New York
$172K – – –
CWM
4087
Consultiva Wealth Management
Puerto Rico
$172K – – –
PFO
4088
Pioneer Family Office
Florida
$169K – – –
BAM
4089
Byrne Asset Management
New Jersey
$168K -$975 -1 -0.6%
BW
4090
Bravera Wealth
North Dakota
$168K – – –
WAG
4091
Wilkerson Advisory Group
Missouri
$166K +$60.4K +62 +59%
PWMG
4092
Private Wealth Management Group
New Jersey
$165K – – –
Catalyst Capital Advisors
4093
Catalyst Capital Advisors
New York
$163K -$8.77K -9 -5%
RIAS
4094
Rachor Investment Advisory Services
Michigan
$163K – – –
AEPWM
4095
Atlantic Edge Private Wealth Management
Florida
$161K – – –
SFCL
4096
Strengthening Families & Communities LLC
Massachusetts
$160K -$981K -1,007 -86%
BC
4097
Bayforest Capital
United Kingdom
$159K -$365K -375 -70%
HHCP
4098
Hilton Head Capital Partners
South Carolina
$158K +$1.95K +2 +1%
MWPCG
4099
Measured Wealth Private Client Group
New Hampshire
$157K – – –
JGIA
4100
Jackson Grant Investment Advisers
Connecticut
$156K – – –