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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
QC
1801
Quent Capital
New York
$797K -$270K -533 -24%
PWM
1802
Palumbo Wealth Management
New York
$797K +$70.5K +139 +9%
AIA
1803
Alera Investment Advisors
Illinois
$794K -$296K -583 -26%
SA
1804
Syntax Advisors
New York
$794K +$136K +268 +19%
VCG
1805
Vantage Consulting Group
Virginia
$794K +$136K +268 +19%
MA
1806
MJP Associates
Connecticut
$793K +$40.6K +80 +5%
WA
1807
Wealth Alliance
New York
$793K +$348K +686 +71%
IWP
1808
Icon Wealth Partners
Texas
$791K -$51.2K -101 -6%
CA
1809
Centerpoint Advisors
Massachusetts
$791K -$34K -67 -4%
ARMT
1810
Amica Retiree Medical Trust
Rhode Island
$791K +$223K +440 +36%
MWM
1811
Moulton Wealth Management
Washington
$790K
CFO
1812
CVA Family Office
Colorado
$789K +$98.9K +195 +13%
ABC
1813
Associated Banc-Corp
Wisconsin
$788K
AL
1814
Aspiriant LLC
California
$787K -$8.12K -16 -1%
SCG
1815
Sonata Capital Group
Washington
$786K
MA
1816
MONECO Advisors
Connecticut
$783K +$84.2K +166 +11%
CRWM
1817
Castle Rock Wealth Management
California
$782K -$979K -1,930 -55%
BMD
1818
Better Money Decisions
New Mexico
$782K +$576K +1,136 +229%
IF
1819
Intrua Financial
Texas
$780K -$103K -204 -11%
GCM
1820
Gladius Capital Management
Illinois
$780K +$737K +1,452 +830%
CCM
1821
Cinctive Capital Management
New York
$780K +$825K +1,627 New
RIM
1822
Regent Investment Management
Kentucky
$779K +$64.9K +128 +9%
Credit Agricole
1823
Credit Agricole
France
$778K +$264K +520 +47%
OA
1824
Oxbow Advisors
Texas
$776K -$63.4K -125 -7%
9WM
1825
9258 Wealth Management
Ohio
$776K -$39.1K -77 -5%