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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
SA
4201
SRH Advisors
Kansas
$39.9K – – –
YAL
4202
Your Advocates Ltd
Texas
$39.9K – – –
BHWM
4203
Bay Harbor Wealth Management
Maryland
$39.9K +$19.5K +20 +100%
CW
4204
Curio Wealth
Maryland
$39.9K +$39K +40 New
FCG
4205
Financial Connections Group
California
$39K – – –
CF
4206
Collier Financial
Colorado
$37.9K – – –
LG
4207
LAM Group
Oregon
$37.9K +$37K +38 New
Penserra Capital Management
4208
Penserra Capital Management
California
$35K -$2.92K -3 -8%
MCA
4209
McGuire Capital Advisors
Oklahoma
$34.9K +$2.92K +3 +9%
Manning & Napier Advisors
4210
Manning & Napier Advisors
New York
$33.9K +$29.2K +30 +750%
HC
4211
Hurley Capital
New York
$33.2K +$975 +1 +3%
AI
4212
Atomic Invest
New York
$32.1K +$22.4K +23 +256%
BC
4213
Barrett & Company
Rhode Island
$31.9K – – –
RL
4214
Rogco LP
Oklahoma
$31.9K – – –
BH
4215
Burk Holdings
Oklahoma
$31.9K +$31.2K +32 New
DPW
4216
DiNuzzo Private Wealth
Pennsylvania
$30.9K – – –
QL
4217
Quarry LP
New York
$30.9K -$4.87K -5 -14%
GCS
4218
Gordian Capital (Singapore)
Singapore
$30.9K – – –
GCM
4219
Gunpowder Capital Management
Maryland
$30.9K – – –
LFASL
4220
Lugano Financial Advisors SA (LFA)
Switzerland
$30.8K – – –
MFP
4221
Meramec Financial Planners
Missouri
$29.9K – – –
KTC
4222
Kentucky Trust Company
Kentucky
$29.9K -$24.4K -25 -45%
CMBA
4223
C.M. Bidwell & Associates
Hawaii
$29.9K – – –
PWA
4224
Principia Wealth Advisory
Texas
$29.9K +$8.77K +9 +43%
TCM
4225
TD Capital Management
Tennessee
$29.1K +$21.4K +22 +314%