We are live on ! Find out more
COST icon

Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1501
Carret Asset Management
New York
$3.79M -$9.96K -10 -0.2%
FMN
1502
Financial Management Network
California
$3.79M +$4.01M +4,028 New
DCM
1503
Deuterium Capital Management
Florida
$3.79M – – –
STAS
1504
Strong Tower Advisory Services
Minnesota
$3.79M +$90.7K +91 +2%
MWM
1505
M3 Wealth Management
Ohio
$3.78M -$6.97K -7 -0.2%
BG
1506
Bollard Group
Massachusetts
$3.78M +$19.9K +20 +0.5%
CFA
1507
Capstone Financial Advisors
Illinois
$3.77M +$15.9K +16 +0.4%
AWM
1508
Aries Wealth Management
Maine
$3.77M – – –
GCA
1509
Gallagher Capital Advisors
Texas
$3.76M +$18.9K +19 +0.5%
CCIA
1510
Cherry Creek Investment Advisors
Colorado
$3.75M -$45.8K -46 -1%
CIS
1511
Connors Investor Services
Pennsylvania
$3.75M -$47.8K -48 -1%
GWP
1512
Gateway Wealth Partners
Wisconsin
$3.75M -$3.45M -3,460 -46%
PAM
1513
Peak Asset Management
Colorado
$3.75M +$358K +359 +10%
CWAG
1514
Compton Wealth Advisory Group
Virginia
$3.74M -$2.99K -3 -0.1%
SC
1515
Saturna Capital
Washington
$3.74M -$149K -150 -4%
GSWM
1516
Golden State Wealth Management
California
$3.74M +$12K +12 +0.3%
JCM
1517
Jacobi Capital Management
Pennsylvania
$3.72M -$43.8K -44 -1%
IIA
1518
IPG Investment Advisors
California
$3.72M -$1.57M -1,574 -28%
NHC
1519
Nicholas Hoffman & Company
Georgia
$3.71M -$5.98K -6 -0.2%
PIA
1520
Perennial Investment Advisors
California
$3.7M +$273K +274 +7%
HH
1521
Hilltop Holdings
Texas
$3.69M -$188K -189 -5%
EPW
1522
Evolve Private Wealth
California
$3.68M -$3.31M -3,326 -46%
TRIA
1523
Trail Ridge Investment Advisors
Colorado
$3.68M -$1.51M -1,517 -28%
HA
1524
Harfst & Associates
Wyoming
$3.68M -$33.9K -34 -0.9%
TWM
1525
TriaGen Wealth Management
California
$3.68M -$2.13M -2,137 -35%