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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
4126
Community Bank
New York
$99.6K +$97.5K +100 New
TWM
4127
Timmons Wealth Management
Massachusetts
$98.4K – – –
PG
4128
Proffitt & Goodson
Tennessee
$97.7K – – –
WSA
4129
Wealth Science Advisors
Georgia
$96.6K +$109K +112 New
PWA
4130
Portus Wealth Advisors
North Carolina
$94.7K +$92.6K +95 New
MPW
4131
MASECO Private Wealth
$94.2K -$114K -117 -55%
SG
4132
Sankala Group
Colorado
$93.5K – – –
SC
4133
Steph & Co
Wisconsin
$91.7K +$1.95K +2 +2%
CWA
4134
Carolina Wealth Advisors
South Carolina
$90.7K +$18.5K +19 +26%
VWA
4135
VSM Wealth Advisory
Maryland
$89.5K -$48.7K -50 -36%
LC
4136
Lavaca Capital
Texas
$84.7K – – –
KPP
4137
Kings Path Partners
Texas
$83.7K – – –
RG
4138
RHL Group
Michigan
$82.8K – – –
GWM
4139
Gilpin Wealth Management
Colorado
$81.7K – – –
LAS
4140
Lloyd Advisory Services
Georgia
$81.4K -$42.9K -44 -35%
KFG
4141
Kingdom Financial Group
Arizona
$81.4K +$14.6K +15 +22%
RTL
4142
Red Tortoise LLC
Georgia
$81.1K – – –
BTC
4143
Bank & Trust Company
Illinois
$80.7K +$9.74K +10 +14%
SR
4144
Swiss Re
Switzerland
$79.7K – – –
AIM
4145
Axiom Investment Management
New York
$79.7K +$78K +80 New
BWM
4146
Benson Wealth Management
Tennessee
$76.7K -$91.6K -94 -55%
CIAS
4147
CBIZ Investment Advisory Services
Ohio
$75.7K -$92.6K -95 -56%
RAM
4148
Ramirez Asset Management
New York
$74.7K -$73.1K -75 -50%
APW
4149
Atlantic Private Wealth
North Carolina
$74.7K – – –
RFA
4150
Reyes Financial Architecture
California
$72.7K +$24.4K +25 +52%
164 165
166
167 168