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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1576
GSB Wealth Management
Connecticut
$3.51M -$129K -130 -4%
CB
1577
Cadence Bank
Mississippi
$3.51M +$12.9K +13 +0.4%
RYIA
1578
Roehl & Yi Investment Advisors
Oregon
$3.51M +$7.11M +7,158 +5%
FFS
1579
Founders Financial Securities
Maryland
$3.5M -$65.6K -66 -2%
Fidelity International
1580
Fidelity International
Bermuda
$3.5M +$2.6M +2,616 +284%
SFP
1581
Shepherd Financial Partners
Massachusetts
$3.49M +$44.7K +45 +1%
HW
1582
Hedeker Wealth
Illinois
$3.48M -$289K -291 -8%
OBGC
1583
O'Brien Greene & Co
Pennsylvania
$3.48M -$48.7K -49 -1%
CCG
1584
Chatham Capital Group
Georgia
$3.48M +$199K +200 +6%
JCM
1585
Jacobi Capital Management
Pennsylvania
$3.48M +$333K +335 +11%
SFG
1586
Seamount Financial Group
Colorado
$3.48M +$1.17M +1,176 +50%
AL
1587
ACAS LLC
California
$3.48M -$63.6K -64 -2%
FAG
1588
Fortitude Advisory Group
Washington
$3.47M +$994 +1 +0%
BWM
1589
BlackDiamond Wealth Management
New York
$3.47M +$105K +106 +3%
CIAS
1590
Capital Investment Advisory Services
North Carolina
$3.47M +$384K +386 +12%
SBWIC
1591
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.46M +$105K +106 +3%
NFG
1592
Nadler Financial Group
Illinois
$3.46M -$262K -264 -7%
GCP
1593
GSA Capital Partners
United Kingdom
$3.46M +$3.48M +3,498 New
PPWP
1594
Premier Path Wealth Partners
New Jersey
$3.46M +$134K +135 +4%
F8IS
1595
Figure 8 Investment Strategies
Idaho
$3.45M -$41.7K -42 -1%
DAM
1596
Deltec Asset Management
New York
$3.45M
AA
1597
Advisory Alpha
Michigan
$3.44M +$330K +332 +11%
HPC
1598
HM Payson & Co
Maine
$3.44M -$43.7K -44 -1%
WP
1599
Westmount Partners
California
$3.44M +$16.9K +17 +0.5%
CAS
1600
Coppell Advisory Solutions
Texas
$3.43M -$2.95M -2,968 -46%