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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1726
Tortoise Investment Management
New York
$1.11M +$3.67K +7 +0.4%
3F
1727
360 Financial
Minnesota
$1.1M -$5.25K -10 -0.5%
RS
1728
Retirement Solution
Washington
$1.1M -$525 -1 -0.1%
DG
1729
DMC Group
Alabama
$1.1M -$380K -725 -27%
ISL
1730
Ingalls & Snyder LLC
New York
$1.1M -$9.45K -18 -0.9%
BOPW
1731
Brandywine Oak Private Wealth
Pennsylvania
$1.1M -$5.77K -11 -0.6%
CB
1732
CNB Bank
Pennsylvania
$1.1M -$53K -101 -5%
CMS
1733
Capital Market Strategies
Florida
$1.1M +$8.92K +17 +0.9%
SAA
1734
Southeast Asset Advisors
Georgia
$1.1M +$354K +675 +55%
BHBT
1735
Burke & Herbert Bank & Trust
Virginia
$1.09M -$43K -82 -4%
PO
1736
Private Ocean
California
$1.09M +$525 +1 +0.1%
BOH
1737
Bank of Hawaii
Hawaii
$1.09M +$170K +324 +21%
BRA
1738
Bender Robert & Associates
California
$1.08M – – –
OWM
1739
OneAscent Wealth Management
Alabama
$1.08M +$113K +215 +13%
FMWA
1740
Forvis Mazars Wealth Advisors
Missouri
$1.08M +$309K +589 +46%
PFA
1741
Pure Financial Advisors
California
$1.07M +$450K +857 +86%
WAOI
1742
Wealth Advisors of Iowa
Iowa
$1.07M +$158K +301 +19%
SIC
1743
Sterling Investment Counsel
New York
$1.07M -$62.5K -119 -6%
CFIA
1744
Cantor Fitzgerald Investment Advisors
New York
$1.06M – – –
V
1745
VeraBank
Texas
$1.06M – – –
GKWIM
1746
Gerber Kawasaki Wealth & Investment Management
California
$1.06M +$174K +331 +22%
CHP
1747
Cable Hill Partners
Oregon
$1.06M – – –
KW
1748
KWB Wealth
California
$1.06M – – –
IF
1749
Intrua Financial
Texas
$1.05M +$182K +346 +23%
HFS
1750
HBC Financial Services
Washington
$1.05M +$76.1K +145 +8%
68 69
70
71 72