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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
MSS
1676
Mitchell Sinkler & Starr
Pennsylvania
$547K +$101K +270 +23%
PL
1677
Plancorp LLC
Missouri
$546K +$113K +302 +26%
PHAM
1678
Palisades Hudson Asset Management
Florida
$543K -$258K -690 -32%
GFS
1679
GYL Financial Synergies
Connecticut
$542K -$13.1K -35 -2%
SWM
1680
Sugarloaf Wealth Management
Georgia
$542K +$747 +2 +0.1%
Members Trust
1681
Members Trust
Florida
$541K -$9.71K -26 -2%
IF
1682
Intrua Financial
Texas
$541K +$2.62K +7 +0.5%
OFS
1683
OneAscent Financial Services
Alabama
$540K -$325K -869 -38%
RS
1684
Retirement Solution
Washington
$540K +$535K +1,433 New
S
1685
SimplyRich
California
$539K +$25.4K +68 +5%
GIP
1686
Greatmark Investment Partners
Georgia
$538K
GAM
1687
Gould Asset Management
California
$538K +$7.85K +21 +1%
GG
1688
Gleason Group
Kentucky
$538K +$59.4K +159 +13%
NEAM
1689
New England Asset Management
Connecticut
$537K
WMA
1690
Wealth Management Associates
New Jersey
$537K +$115K +309 +28%
PMFA
1691
Plante Moran Financial Advisors
Michigan
$535K -$240K -642 -31%
RM
1692
Resource Management
Louisiana
$535K -$42.6K -114 -7%
WFA
1693
Wellspring Financial Advisors
Ohio
$535K +$44.8K +120 +9%
SAF
1694
Smith Anglin Financial
Texas
$535K +$531K +1,420 New
RPWA
1695
Regent Peak Wealth Advisors
Georgia
$534K +$102K +274 +24%
PJSIMP
1696
P.J. Schmidt Investment Management (PJS)
Wisconsin
$534K +$159K +425 +39%
BI
1697
Ballast Inc
Kentucky
$532K +$150K +402 +40%
Grantham, Mayo, Van Otterloo & Co (GMO)
1698
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$531K -$3.62M -9,696 -87%
LHC
1699
Little House Capital
Massachusetts
$531K +$248K +664 +89%
PWA
1700
Physician Wealth Advisors
Utah
$530K +$10.1K +27 +2%