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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
UFPG
4101
United Financial Planning Group
New York
$15.5K +$5.44K +6 +50%
FFL
4102
Financial Freedom LLC
Ohio
$15K – – –
1IA
4103
1620 Investment Advisors
Massachusetts
$11.7K -$2.72K -3 -19%
NL
4104
NorthAvenue LLC
Ohio
$11.2K +$11.8K +13 New
IAG
4105
Innovative Advisory Group
Massachusetts
$11.2K – – –
LIM
4106
Longfellow Investment Management
Massachusetts
$11.2K – – –
CA
4107
Cresta Advisors
Texas
$10.3K +$10.9K +12 New
MDCM
4108
Morgan Dempsey Capital Management
Wisconsin
$9.49K – – –
PMIM
4109
Prudent Man Investment Management
Colorado
$9.49K – – –
Clal Insurance
4110
Clal Insurance
Israel
$9K -$906 -1 -9%
AIP
4111
Alexis Investment Partners
Texas
$8.62K – – –
LAM
4112
Lummis Asset Management
Texas
$8.62K – – –
WA
4113
Whipplewood Advisors
Colorado
$7.76K +$8.16K +9 New
AI
4114
Atomic Invest
New York
$7.49K +$8.16K +9 New
TCM
4115
TD Capital Management
Tennessee
$6.23K – – –
DCM
4116
Davidson Capital Management
Texas
$6.04K +$6.34K +7 New
VEA
4117
Virtus ETF Advisers
New York
$6.04K -$5.44K -6 -46%
LA
4118
LM Advisors
California
$5.36K -$120K -132 -3%
BFS
4119
Bare Financial Services
Pennsylvania
$5.17K -$1.81K -2 -25%
MS
4120
Monetary Solutions
Ohio
$5.17K +$5.44K +6 New
SHF
4121
Safe Harbor Fiduciary
Florida
$5.17K +$5.44K +6 New
Inspire Investing
4122
Inspire Investing
Idaho
$4.27K +$4.53K +5 New
BFS
4123
Burkett Financial Services
South Carolina
$3.47K – – –
Manning & Napier Advisors
4124
Manning & Napier Advisors
New York
$3.46K -$51.7K -57 -93%
DF
4125
DecisionPoint Financial
Arizona
$3.45K – – –