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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
PGCM
1676
Prescott Group Capital Management
Oklahoma
$426K
TCA
1677
Transcend Capital Advisors
New Jersey
$426K +$403K +1,199 New
AWA
1678
Arkadios Wealth Advisors
Georgia
$424K +$47.7K +142 +15%
PWAG
1679
Polaris Wealth Advisory Group
California
$422K -$25.2K -75 -6%
RCG
1680
Rock Creek Group
District of Columbia
$422K +$46K +137 +13%
FC
1681
Fulcrum Capital
Washington
$420K -$21.2K -63 -5%
MSS
1682
Mitchell Sinkler & Starr
Pennsylvania
$420K +$135K +403 +52%
BWP
1683
BSW Wealth Partners
Colorado
$418K -$7.73K -23 -2%
LPT
1684
Legacy Private Trust
Wisconsin
$416K -$31.6K -94 -7%
SWMG
1685
Strategic Wealth Management Group
Maryland
$416K +$58.8K +175 +18%
LWA
1686
Lineweaver Wealth Advisors
Ohio
$415K +$13.1K +39 +3%
TSS
1687
Two Sigma Securities
New York
$411K -$1.6M -4,749 -80%
NA
1688
Nottingham Advisors
New York
$411K +$40.3K +120 +12%
LWANC
1689
Laurel Wealth Advisors (North Carolina)
North Carolina
$409K -$8.4K -25 -2%
WB
1690
West Bancorporation
Iowa
$409K +$10.4K +31 +3%
AMC
1691
Asset Management Corp
Illinois
$408K +$672 +2 +0.2%
PL
1692
Plancorp LLC
Missouri
$407K -$90.4K -269 -19%
PJSIMP
1693
P.J. Schmidt Investment Management (PJS)
Wisconsin
$406K -$131K -391 -26%
NIC
1694
Northwest Investment Counselors
Oregon
$406K +$33.6K +100 +10%
RPWA
1695
Regent Peak Wealth Advisors
Georgia
$406K +$56.8K +169 +17%
KP
1696
Keel Point
Alabama
$405K -$314K -934 -45%
CST
1697
Charles Schwab Trust
Nevada
$405K +$32.6K +97 +9%
FCA
1698
FLC Capital Advisors
California
$404K -$16.5K -49 -4%
SWAG
1699
Spectrum Wealth Advisory Group
California
$404K +$381K +1,134 New
9WM
1700
9258 Wealth Management
Ohio
$402K -$19.5K -58 -5%