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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1751
CNB Bank
Pennsylvania
$2.82M -$67.6K -68 -2%
MPPW
1752
Mitchell & Pahl Private Wealth
Oklahoma
$2.81M +$27.8K +28 +1%
BOM
1753
Bank of Marin
California
$2.81M +$23.9K +24 +0.9%
MCC
1754
Money Concepts Capital
Florida
$2.81M -$224K -225 -7%
AFS
1755
Aft Forsyth & Sober
Florida
$2.8M +$49.7K +50 +2%
LAM
1756
Lewis Asset Management
California
$2.79M +$1.57M +1,580 +127%
CWM
1757
Chemistry Wealth Management
New York
$2.79M -$118K -119 -4%
RLH
1758
RD Lewis Holdings
Florida
$2.79M +$769K +774 +37%
CM
1759
Castleark Management
Illinois
$2.77M – – –
FLP
1760
Financial Life Planners
Arizona
$2.77M +$355K +357 +15%
LWL
1761
Leo Wealth LLC
Texas
$2.77M +$1.47M +1,475 +111%
IPWA
1762
International Private Wealth Advisors
California
$2.76M +$135K +136 +5%
CAMV
1763
Concord Asset Management (Virginia)
Virginia
$2.76M -$37.8K -38 -1%
CWP
1764
Concord Wealth Partners
Virginia
$2.76M -$15.9K -16 -0.6%
PWMG
1765
Prestige Wealth Management Group
New Jersey
$2.76M +$102K +103 +4%
NCM
1766
Novare Capital Management
North Carolina
$2.76M +$322K +324 +13%
PFM
1767
Patton Fund Management
Texas
$2.75M -$2.11M -2,119 -43%
SB
1768
SIG Brokerage
New York
$2.75M +$2.76M +2,781 New
PFBT
1769
Parkside Financial Bank & Trust
Missouri
$2.75M +$515K +518 +23%
TBC
1770
Ted Buchan & Co
California
$2.75M +$43.7K +44 +2%
KP
1771
Keel Point
Alabama
$2.73M +$148K +149 +6%
ONST
1772
Old North State Trust
North Carolina
$2.73M +$239K +240 +10%
TPI
1773
Trust Point Inc
Wisconsin
$2.73M +$747K +752 +37%
TWA
1774
Trace Wealth Advisors
California
$2.72M – – –
CF
1775
Convergence Financial
Missouri
$2.7M +$33.8K +34 +1%
69 70
71
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