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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
576
Avantax Advisory Services
Texas
$10.1M +$1.91M +3,767 +22%
TSS
577
Thomas Story & Son
Indiana
$10.1M -$50.7K -100 -0.5%
NG
578
Northstar Group
New York
$10.1M +$23.3K +46 +0.2%
DWM
579
Dakota Wealth Management
Florida
$9.98M +$2.33M +4,599 +28%
WF
580
WoodTrust Financial
Wisconsin
$9.93M +$243K +479 +2%
FF
581
FourThought Financial
Florida
$9.9M -$354K -698 -3%
CAM
582
Cozad Asset Management
Illinois
$9.88M +$1.03M +2,038 +11%
CBT
583
Central Bank & Trust
Kentucky
$9.86M +$98.4K +194 +1%
TBA
584
Tower Bridge Advisors
Pennsylvania
$9.8M +$33K +65 +0.3%
PWP
585
Perfromance Wealth Partners
Illinois
$9.8M -$44.1K -87 -0.4%
TCBWMS
586
Texas Capital Bank Wealth Management Services
Texas
$9.77M -$2.44M -4,814 -19%
TAM
587
Tocqueville Asset Management
New York
$9.77M -$507 -1 -0%
UAM
588
UAS Asset Management
New York
$9.71M -$5.06M -9,965 -33%
Lido Advisors
589
Lido Advisors
California
$9.71M +$400K +789 +4%
SSB
590
Sandy Spring Bank
Maryland
$9.68M -$245K -482 -2%
NSAM
591
North Star Asset Management
Wisconsin
$9.67M +$69K +136 +0.7%
AA
592
Ancora Advisors
Ohio
$9.63M +$340K +671 +3%
MCM
593
McKinley Capital Management
Alaska
$9.56M -$650K -1,281 -6%
HIM
594
Harbour Investment Management
Washington
$9.52M -$269K -530 -3%
USCWA
595
U.S. Capital Wealth Advisors
Texas
$9.46M -$1.96M -3,859 -16%
CAM
596
Cresset Asset Management
Illinois
$9.45M +$212K +418 +2%
CM
597
Churchill Management
California
$9.45M +$117K +230 +1%
HWM
598
HFR Wealth Management
New York
$9.44M -$360K -710 -3%
MPWT
599
MassMutual Private Wealth & Trust
Connecticut
$9.43M +$133K +262 +1%
LA
600
Lakeside Advisors
Washington
$9.35M -$4.57K -9 -0%