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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
GG
1726
Gleason Group
Kentucky
$568K +$1.13K +3 +0.2%
BCA
1727
Bay Colony Advisors
Massachusetts
$568K +$112K +295 +26%
PFC
1728
Phocas Financial Corp
California
$568K +$122K +323 +29%
5L
1729
55I LLC
Massachusetts
$567K +$176K +465 +48%
GIP
1730
Greatmark Investment Partners
Georgia
$565K
NEAM
1731
New England Asset Management
Connecticut
$564K
EWF
1732
Epstein & White Financial
California
$563K +$13.2K +35 +3%
AWE
1733
Avidian Wealth Enterprises
Texas
$561K -$128K -339 -19%
SIA
1734
Sit Investment Associates
Minnesota
$561K
SRC
1735
Sage Rhino Capital
California
$560K +$89.2K +236 +20%
BAMCO Inc
1736
BAMCO Inc
New York
$559K +$34K +90 +7%
CWAG
1737
Compton Wealth Advisory Group
Virginia
$557K -$3.78K -10 -0.7%
EN1L
1738
Engine No 1 LLC
California
$556K +$531K +1,404 New
TPCW
1739
TD Private Client Wealth
New York
$555K +$60.9K +161 +13%
HTI
1740
Hikari Tsushin Inc
Japan
$554K
GKWIM
1741
Gerber Kawasaki Wealth & Investment Management
California
$554K +$40.1K +106 +8%
AC
1742
Apella Capital
Connecticut
$552K +$527K +1,394 New
PPP
1743
Private Portfolio Partners
New Jersey
$552K -$4.16K -11 -0.8%
AWM
1744
Aberdeen Wealth Management
Illinois
$548K
FA
1745
FDx Advisors
Illinois
$548K +$45.8K +121 +10%
COF
1746
Capital One Financial
Virginia
$545K -$13.2K -35 -2%
SF
1747
Summit Financial
New Jersey
$544K +$520K +1,376 New
BBA
1748
Braun-Bostich & Associates
Pennsylvania
$544K -$5.29K -14 -1%
LWA
1749
Lineweaver Wealth Advisors
Ohio
$544K +$15.9K +42 +3%
VFA
1750
Voya Financial Advisors
Connecticut
$540K -$3.47M -9,172 -87%