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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1751
Elyxium Wealth
California
$2.61M -$875K -943 -25%
TBC
1752
Ted Buchan & Co
California
$2.61M -$23.2K -25 -0.9%
GAM
1753
Grandview Asset Management
Pennsylvania
$2.61M +$104K +112 +4%
SMA
1754
Sage Mountain Advisors
Georgia
$2.61M +$166K +179 +7%
CA
1755
Cornerstone Advisory
Maryland
$2.6M +$106K +114 +5%
MPPW
1756
Mitchell & Pahl Private Wealth
Oklahoma
$2.6M +$92.8K +100 +4%
LTAS
1757
Linden Thomas Advisory Services
North Carolina
$2.6M +$368K +397 +16%
TIA
1758
Tiemann Investment Advisors
California
$2.59M -$123K -133 -4%
IPWA
1759
International Private Wealth Advisors
California
$2.59M +$1.13M +1,216 +76%
OA
1760
Oxbow Advisors
Texas
$2.58M -$66.8K -72 -2%
TPI
1761
Trust Point Inc
Wisconsin
$2.58M -$19.5K -21 -0.7%
LWL
1762
Leo Wealth LLC
Texas
$2.57M +$7.42K +8 +0.3%
AO
1763
Advisor OS
Illinois
$2.57M +$17.6K +19 +0.7%
TPCW
1764
TD Private Client Wealth
New York
$2.57M +$52.9K +57 +2%
SNPAM
1765
St. Nicholas Private Asset Management
Florida
$2.57M +$2.6M +2,802 New
PWS
1766
Precision Wealth Strategies
Missouri
$2.57M +$326K +351 +14%
CM
1767
Castleark Management
Illinois
$2.57M – – –
SRA
1768
Secured Retirement Advisors
Minnesota
$2.55M -$206K -222 -7%
CWM
1769
Compass Wealth Management
Connecticut
$2.55M -$9.28K -10 -0.4%
GCM
1770
Gladius Capital Management
Illinois
$2.55M -$35.3K -38 -1%
AFS
1771
Aft Forsyth & Sober
Florida
$2.54M – – –
OWP
1772
Obermeyer Wealth Partners
Colorado
$2.54M +$278K +300 +12%
SWM
1773
Stockman Wealth Management
Montana
$2.54M -$13.4M -14,419 -84%
TWM
1774
Tradition Wealth Management
Minnesota
$2.53M +$1.86K +2 +0.1%
MWM
1775
Massachusetts Wealth Management
Massachusetts
$2.53M – – –
69 70
71
72 73