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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
4126
Magnolia Wealth Management
Alabama
$109K +$106K +109 New
TWM
4127
TopTier Wealth Management
Wisconsin
$108K +$106K +109 New
CTWM
4128
Cherry Tree Wealth Management
Minnesota
$108K -$40K -41 -27%
WA
4129
Whipplewood Advisors
Colorado
$106K +$94.5K +97 +1,078%
QWM
4130
Quaker Wealth Management
New Jersey
$104K -$93.6K -96 -48%
HPWM
4131
High Point Wealth Management
New Jersey
$103K – – –
FA
4132
Fountainhead AM
New Jersey
$102K +$76K +78 +325%
MGI
4133
Miller Global Investments
Texas
$102K +$99.4K +102 New
HIW
4134
Holos Integrated Wealth
Pennsylvania
$101K – – –
POIA
4135
Pin Oak Investment Advisors
Texas
$100K – – –
NSG
4136
Nalls Sherbakoff Group
Tennessee
$99.6K – – –
NIM
4137
Nexus Investment Management
Ontario, Canada
$99.6K – – –
MIM
4138
Marshall Investment Management
Colorado
$99.6K +$97.5K +100 New
CB
4139
Community Bank
New York
$99.6K +$97.5K +100 New
TWM
4140
Timmons Wealth Management
Massachusetts
$98.4K – – –
PG
4141
Proffitt & Goodson
Tennessee
$97.7K – – –
WSA
4142
Wealth Science Advisors
Georgia
$96.6K +$109K +112 New
PWA
4143
Portus Wealth Advisors
North Carolina
$94.7K +$92.6K +95 New
MASECO Private Wealth
4144
MASECO Private Wealth
$94.2K -$114K -117 -55%
SG
4145
Sankala Group
Colorado
$93.5K – – –
SC
4146
Steph & Co
Wisconsin
$91.7K +$1.95K +2 +2%
CWA
4147
Carolina Wealth Advisors
South Carolina
$90.7K +$18.5K +19 +26%
VWA
4148
VSM Wealth Advisory
Maryland
$89.5K -$48.7K -50 -36%
LC
4149
Lavaca Capital
Texas
$84.7K – – –
KPP
4150
Kings Path Partners
Texas
$83.7K – – –