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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1251
Endurance Wealth Management
Rhode Island
$313K -$79K -400 -21%
BPCA
1252
Bank Pictet & Cie (Asia)
Singapore
$313K
BA
1253
Birinyi Associates
Connecticut
$313K
SOAMC
1254
Spirit of America Management Corp
New York
$312K
CFD
1255
Creative Financial Designs
Indiana
$311K -$6.91K -35 -2%
AF
1256
Aldebaran Financial
$311K
PBO
1257
Peoples Bank (Ohio)
Ohio
$311K +$9.88K +50 +3%
Vanguard Capital Wealth Advisors
1258
Vanguard Capital Wealth Advisors
Colorado
$308K +$69.1K +350 +31%
AFNAS
1259
American Financial Network Advisory Services
California
$305K -$198 -1 -7%
RWM
1260
Raffa Wealth Management
District of Columbia
$303K -$180K -911 -39%
EMB
1261
Elefante Mark B
$302K
EWM
1262
Evermay Wealth Management
Virginia
$302K
RWM
1263
Ritholtz Wealth Management
New York
$302K +$15.2K +77 +6%
RWA
1264
Ropes Wealth Advisors
Massachusetts
$301K
GIP
1265
Greatmark Investment Partners
Georgia
$300K
FMWA
1266
Forvis Mazars Wealth Advisors
Missouri
$300K +$48.8K +247 +21%
WP
1267
WealthSource Partners
California
$299K +$20.7K +105 +8%
BFO
1268
Boston Family Office
Massachusetts
$298K -$2.57K -13 -0.9%
BFO
1269
Biltmore Family Office
North Carolina
$298K
NEAM
1270
New England Asset Management
Connecticut
$298K
RCM
1271
Radnor Capital Management
Pennsylvania
$298K
CCM
1272
Chickasaw Capital Management
Tennessee
$296K
CS
1273
Cannell & Spears
New York
$295K +$8.49K +43 +3%
WPA
1274
West Paces Advisors
Georgia
$293K -$3.36K -17 -1%
BHBT
1275
Burke & Herbert Bank & Trust
Virginia
$293K