We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1351
TrueWealth LLC
Georgia
$611K -$10.7K -36 -2%
WANY
1352
Wealthspire Advisors (New York)
New York
$611K +$129K +435 +26%
SG
1353
StoneX Group
New York
$610K +$69.5K +234 +13%
TIM
1354
Tortoise Investment Management
New York
$609K – – –
PBO
1355
Peoples Bank (Ohio)
Ohio
$606K +$3.27K +11 +0.5%
GFP
1356
Gryphon Financial Partners
Ohio
$605K +$16K +54 +3%
FUBT
1357
First United Bank & Trust
Maryland
$601K -$16K -54 -3%
MOS
1358
MGO One Seven
Ohio
$600K +$30.3K +102 +5%
PWPS
1359
Pinnacle Wealth Planning Services
Ohio
$599K +$40.7K +137 +7%
FNBOH
1360
First National Bank of Hutchinson
Kansas
$598K -$8.32K -28 -1%
BP
1361
BBR Partners
New York
$597K +$392K +1,320 +186%
WP
1362
WMS Partners
Maryland
$596K -$7.73K -26 -1%
HCM
1363
Howland Capital Management
Massachusetts
$596K +$25.3K +85 +4%
MIA
1364
MainStreet Investment Advisors
Illinois
$596K +$603K +2,028 New
SSA
1365
South Street Advisors
New York
$595K – – –
AFP
1366
Ausdal Financial Partners
Iowa
$595K +$34.8K +117 +6%
DFA
1367
Delta Financial Advisors
Louisiana
$594K – – –
TC
1368
Telemus Capital
Michigan
$588K -$32.1K -108 -5%
NIM
1369
Nexus Investment Management
Ontario, Canada
$588K – – –
CAM
1370
Cidel Asset Management
Ontario, Canada
$585K -$20.9M -70,283 -97%
AWS
1371
AJ Wealth Strategies
New York
$582K +$297 +1 +0.1%
LWM
1372
Laidlaw Wealth Management
New York
$582K +$588K +1,980 New
LI
1373
Lafayette Investments
Maryland
$581K – – –
SIA
1374
Soltis Investment Advisors
Utah
$580K +$586K +1,973 New
RWB
1375
RMR Wealth Builders
New Jersey
$579K +$585K +1,970 New
53 54
55
56 57