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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
1626
Pinnacle Wealth Management Advisory Group
New Jersey
$803K +$49.7K +113 +7%
BFG
1627
Barber Financial Group
Kansas
$800K +$95K +216 +14%
FFG
1628
Fortem Financial Group
California
$799K -$22K -50 -3%
IP
1629
Investment Partners
Ohio
$798K +$108K +246 +16%
NSB
1630
Norway Savings Bank
Maine
$797K +$40.9K +93 +6%
9WM
1631
9258 Wealth Management
Ohio
$796K -$19.3K -44 -2%
GFP
1632
Gryphon Financial Partners
Ohio
$795K -$25.5K -58 -3%
ICG
1633
InterOcean Capital Group
Tennessee
$794K +$255K +581 +49%
IGGA
1634
Iron Gate Global Advisors
Utah
$793K +$249K +567 +47%
HFS
1635
HBC Financial Services
Washington
$792K
TFF
1636
The Family Firm
Maryland
$791K -$33.8K -77 -4%
CL
1637
Choreo LLC
Illinois
$791K -$1.76K -4 -0.2%
PO
1638
Private Ocean
California
$791K +$54.5K +124 +8%
OFS
1639
OneAscent Financial Services
Alabama
$791K +$774K +1,761 New
CPA
1640
Clear Perspective Advisors
Illinois
$790K -$15.8K -36 -2%
BWM
1641
Biltmore Wealth Management
Arizona
$789K -$84.4K -192 -10%
CPIG
1642
Chicago Partners Investment Group
Illinois
$789K +$50.6K +115 +8%
Voloridge Investment Management
1643
Voloridge Investment Management
Florida
$786K -$14.4M -32,782 -95%
PCA
1644
Peddock Capital Advisors
Massachusetts
$785K
GAG
1645
GM Advisory Group
New York
$784K
Members Trust
1646
Members Trust
Florida
$784K +$66.8K +152 +10%
IFG
1647
Investors Financial Group
Minnesota
$782K -$44K -100 -5%
IIC
1648
Integrated Investment Consultants
Michigan
$782K +$9.67K +22 +1%
SCG
1649
Sonata Capital Group
Washington
$781K -$1.1M -2,512 -59%
OL
1650
Optas LLC
Texas
$781K -$44.8K -102 -6%