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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CTFG
1676
Capstone Triton Financial Group
Oklahoma
$722K +$70.8K +161 +12%
IF
1677
Intrua Financial
Texas
$721K -$140K -318 -18%
JWA
1678
JFS Wealth Advisors
Pennsylvania
$720K +$567K +1,289 +412%
MIM
1679
Moseley Investment Management
Florida
$715K +$20.7K +47 +3%
BFO
1680
Biltmore Family Office
North Carolina
$712K
KM
1681
Kalos Management
Georgia
$712K +$9.23K +21 +2%
FDS
1682
First Dallas Securities
Texas
$711K
PWA
1683
Physician Wealth Advisors
Utah
$711K +$34.3K +78 +5%
SGK
1684
Steigerwald Gordon & Koch
Virginia
$710K
MFG
1685
Merit Financial Group
Georgia
$710K +$440 +1 +0.1%
PWM
1686
Paulson Wealth Management
Illinois
$709K -$879 -2 -0.1%
MYIA
1687
Mount Yale Investment Advisors
Colorado
$707K -$19.8K -45 -3%
BOH
1688
Bank of Hawaii
Hawaii
$704K
GKWIM
1689
Gerber Kawasaki Wealth & Investment Management
California
$704K +$73.4K +167 +12%
Kayne Anderson Rudnick Investment Management
1690
Kayne Anderson Rudnick Investment Management
California
$702K
OMC
1691
Overbrook Management Corp
New York
$702K
CC
1692
Centiva Capital
New York
$701K -$677K -1,540 -50%
FHC
1693
First Heartland Consultants
Missouri
$699K +$46.2K +105 +7%
CMI
1694
Clare Market Investments
Texas
$698K +$2.2K +5 +0.3%
VBCG
1695
Valley Brook Capital Group
Pennsylvania
$698K +$4.4K +10 +0.6%
BMD
1696
Better Money Decisions
New Mexico
$696K
EDRH
1697
Edmond de Rothschild Holding
Switzerland
$695K -$76.1K -173 -10%
NIM
1698
Nexus Investment Management
Ontario, Canada
$694K -$11K -25 -2%
IEFM
1699
IQ EQ Fund Management
Ireland
$694K
CA
1700
Centerpoint Advisors
Massachusetts
$692K