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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1301
TCWP
Ohio
$2.12M -$1.6M -3,254 -43%
SAIG
1302
Semper Augustus Investments Group
Colorado
$2.12M -$343K -700 -14%
CWMU
1303
Caliber Wealth Management (Utah)
Utah
$2.12M +$350K +713 +20%
MPPLM
1304
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.12M +$428K +872 +26%
BIAS
1305
Beacon Investment Advisory Services
New Jersey
$2.12M -$21.6K -44 -1%
AWS
1306
AJ Wealth Strategies
New York
$2.11M -$828K -1,688 -28%
RWA
1307
River Wealth Advisors
Pennsylvania
$2.08M +$205K +417 +11%
JWM
1308
JGP Wealth Management
Oregon
$2.08M -$1.47K -3 -0.1%
SAG
1309
SageView Advisory Group
California
$2.08M +$1.25M +2,544 +155%
BWP
1310
Balboa Wealth Partners
Arizona
$2.08M +$4.41K +9 +0.2%
ACM
1311
AlphaStar Capital Management
North Carolina
$2.07M -$602K -1,228 -23%
BWA
1312
Blodgett Wealth Advisors
California
$2.07M -$58.9K -120 -3%
MIM
1313
MTM Investment Management
South Carolina
$2.07M +$23.5K +48 +1%
XSC
1314
X-Square Capital
Puerto Rico
$2.06M -$421K -859 -17%
AIIMS
1315
Analyst IMS Investment Management Services
Israel
$2.05M +$150K +306 +8%
STA
1316
Summit Trail Advisors
New York
$2.05M +$179K +364 +10%
NHC
1317
Nicholas Hoffman & Company
Georgia
$2.04M -$16.2K -33 -0.8%
SHGA
1318
Sand Hill Global Advisors
California
$2.04M -$16.7K -34 -0.8%
SSWM
1319
Smith Salley Wealth Management
North Carolina
$2.04M -$29.4K -60 -1%
SIG
1320
Sargent Investment Group
Maryland
$2.04M -$80.4K -164 -4%
EWA
1321
EP Wealth Advisors
California
$2.04M -$55.1M -112,264 -85%
GEA
1322
Glen Eagle Advisors
New Jersey
$2.03M -$88.3K -180 -4%
KWS
1323
Keystone Wealth Services
California
$2.03M +$9.81K +20 +0.5%
GC
1324
Garde Capital
Washington
$2.03M -$136K -278 -6%
AI
1325
Accredited Investors
Minnesota
$2.02M +$737K +1,503 +59%
51 52
53
54 55