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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
4176
Planning Strategies
Pennsylvania
$22.5K +$23.9K +24 New
DRP
4177
Decker Retirement Planning
Utah
$21.9K +$22.9K +23 New
TCM
4178
TD Capital Management
Tennessee
$21.5K -$5.98K -6 -21%
MFC
4179
Mechanics Financial Corp
Ohio
$19.6K – – –
SIP
4180
Sellwood Investment Partners
Oregon
$19.6K – – –
IA
4181
IFS Advisors
Kansas
$19.6K – – –
MASM
4182
MH & Associates Securities Management
California
$18.7K – – –
CAIM
4183
Catherine Avery Investment Management
Florida
$18.7K – – –
HFG
4184
Harborfront Financial Group
Michigan
$18.2K +$18.9K +19 New
TLCM
4185
Twin Lakes Capital Management
California
$16.8K -$299K -300 -94%
UFPG
4186
United Financial Planning Group
New York
$16.8K – – –
IW
4187
Imprint Wealth
South Carolina
$15.9K -$996 -1 -6%
HFS
4188
Horizon Financial Services
North Carolina
$15K +$15.9K +16 New
CC
4189
Centiva Capital
New York
$14K -$850K -853 -98%
AI
4190
AXS Investments
New York
$14K -$9.96K -10 -40%
NL
4191
NorthAvenue LLC
Ohio
$12.2K – – –
NOI
4192
Newton One Investments
Delaware
$12.2K +$13K +13 New
CIM
4193
Contravisory Investment Management
Massachusetts
$12.2K +$13K +13 New
AIA
4194
Aventus Investment Advisors
Florida
$11.2K +$12K +12 New
MDCM
4195
Morgan Dempsey Capital Management
Wisconsin
$10.3K – – –
LAM
4196
Lummis Asset Management
Texas
$10.3K +$996 +1 +10%
PMIM
4197
Prudent Man Investment Management
Colorado
$9.49K – – –
BFS
4198
Bare Financial Services
Pennsylvania
$9.36K -$1.99K -2 -17%
1IA
4199
1620 Investment Advisors
Massachusetts
$8.98K – – –
TBFA
4200
Three Bearings Fiduciary Advisors
New Hampshire
$8.42K – – –
166 167
168
169 170