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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
751
Capital Planning Advisors
California
$10.7M -$65.7K -92 -0.6%
VFA
752
Valeo Financial Advisors
Indiana
$10.7M +$517K +724 +5%
WWM
753
Western Wealth Management
Colorado
$10.6M -$2.11M -2,959 -17%
VCA
754
Verdence Capital Advisors
Maryland
$10.5M -$196K -274 -2%
TCA
755
Trifecta Capital Advisors
Illinois
$10.5M +$333K +467 +3%
TF
756
Tompkins Financial
New York
$10.5M +$161K +226 +2%
JWBC
757
J.W. Burns & Co
New York
$10.4M -$109K -153 -1%
PWS
758
Peterson Wealth Services
Utah
$10.4M -$667K -934 -6%
WC
759
Whitney & Co
New York
$10.4M -$1.18M -1,656 -10%
SFS
760
Sowell Financial Services
Arkansas
$10.3M -$96.4K -135 -0.9%
BEAM
761
Baker Ellis Asset Management
Washington
$10.3M -$34.3K -48 -0.3%
NMIMC
762
Northwestern Mutual Investment Management Company
Wisconsin
$10.3M +$47.8K +67 +0.5%
MA
763
Mutual Advisors
Nebraska
$10.3M +$2.84M +3,976 +39%
MCM
764
McKinley Capital Management
Alaska
$10.3M -$1.33M -1,860 -12%
FFWA
765
FRG Family Wealth Advisors
Washington
$10.2M -$54.3K -76 -0.5%
OAM
766
Oppenheimer Asset Management
New York
$10.2M -$1.46M -2,041 -13%
PA
767
Perennial Advisors
New York
$10.2M -$226K -316 -2%
BCM
768
Barometer Capital Management
Ontario, Canada
$10.2M -$192K -269 -2%
WIM
769
WealthPlan Investment Management
Nebraska
$10.2M -$14.3K -20 -0.1%
FFP
770
FourThought Financial Partners
Florida
$10.1M -$4.45M -6,238 -31%
WB
771
Webster Bank
Connecticut
$10.1M -$254K -356 -3%
KNW
772
Kesler Norman & Wride
Utah
$10.1M -$1.24M -1,730 -11%
FTDI
773
First Trust Direct Indexing
Massachusetts
$10.1M +$962K +1,347 +11%
Fayez Sarofim & Co
774
Fayez Sarofim & Co
Texas
$10.1M +$9.99K +14 +0.1%
BB
775
Busey Bank
Illinois
$10.1M +$373K +523 +4%