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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
LHEI
4151
Leo H. Evart Inc
California
$62.8K – – –
SVWA
4152
Sarver Vrooman Wealth Advisors
Missouri
$60.3K – – –
LFASL
4153
Lugano Financial Advisors SA (LFA)
Switzerland
$59.9K +$32.9K +33 +106%
C
4154
Covestor
United Kingdom
$59K -$3.98K -4 -6%
MUMSS
4155
Mitsubishi UFJ Morgan Stanley Securities
Japan
$58.9K -$128K -128 -67%
AP
4156
Aspect Partners
Virginia
$58.9K -$4.98K -5 -7%
RPA
4157
Redwood Park Advisors
California
$58.4K – – –
TM
4158
Torren Management
California
$58K +$47.8K +48 +343%
PP
4159
Pingora Partners
Wyoming
$58K – – –
MAS
4160
MPWM Advisory Solutions
Georgia
$54.2K – – –
MAM
4161
Marquette Asset Management
Minnesota
$51.5K -$1.99K -2 -4%
RWS
4162
Retirement Wealth Solutions
Wisconsin
$50.8K – – –
CW
4163
CrossGen Wealth
North Carolina
$49.8K – – –
SC
4164
Steph & Co
Wisconsin
$49.6K -$38.9K -39 -42%
BC
4165
Bayforest Capital
United Kingdom
$47.7K -$109K -109 -68%
AIM
4166
Access Investment Management
Georgia
$46.8K – – –
SC
4167
Swan Capital
Florida
$46.8K – – –
KCM
4168
Key Capital Management
Tennessee
$46.8K +$996 +1 +2%
PCA
4169
PMV Capital Advisers
Texas
$46.8K +$6.97K +7 +16%
MCA
4170
McGuire Capital Advisors
Oklahoma
$46.8K +$14.9K +15 +43%
TW
4171
Titan Wealth
$46.8K – – –
PF
4172
PlanVest Financial
Maryland
$43.3K – – –
IRC
4173
Investors Research Corp
Georgia
$43K – – –
BHWM
4174
Bay Harbor Wealth Management
Maryland
$42.1K +$4.98K +5 +13%
CAM
4175
Chesapeake Asset Management
New York
$41.2K +$2.99K +3 +7%