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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
1826
Ausdal Financial Partners
Iowa
$865K +$33.4K +68 +4%
PCWA
1827
Pacific Capital Wealth Advisors
California
$862K -$12.8K -26 -1%
GFS
1828
GYL Financial Synergies
Connecticut
$861K +$67.2K +137 +9%
BHBT
1829
Burke & Herbert Bank & Trust
Virginia
$860K -$17.2K -35 -2%
LCOV
1830
London Company of Virginia
Virginia
$860K
PFG
1831
PAX Financial Group
Texas
$858K +$2.45K +5 +0.3%
CCG
1832
Ceeto Capital Group
Florida
$858K +$13.2K +27 +2%
KW
1833
KWB Wealth
California
$857K +$509K +1,038 +124%
WPW
1834
Warther Private Wealth
Ohio
$857K +$981 +2 +0.1%
Kayne Anderson Rudnick Investment Management
1835
Kayne Anderson Rudnick Investment Management
California
$857K
AA
1836
Advisory Alpha
Michigan
$856K -$7.85K -16 -0.9%
LCM
1837
LCM Capital Management
Illinois
$856K +$53K +108 +7%
IWP
1838
Icon Wealth Partners
Texas
$854K +$843K +1,718 New
GFG
1839
Goldstone Financial Group
Illinois
$853K +$842K +1,716 New
CPRC
1840
Consolidated Portfolio Review Corp
New York
$853K +$842K +1,716 New
FCB
1841
First Command Bank
Texas
$853K +$64.7K +132 +8%
FCFS
1842
First Command Financial Services
Texas
$853K +$64.7K +132 +8%
PTB
1843
Pioneer Trust Bank
Oregon
$850K +$49K +100 +6%
FA
1844
Faithward Advisors
Pennsylvania
$850K +$212K +433 +34%
PGCM
1845
Prescott Group Capital Management
Oklahoma
$849K
AIA
1846
Alera Investment Advisors
Illinois
$849K +$9.32K +19 +1%
HA
1847
Herold Advisors
New York
$848K -$1.62M -3,300 -66%
HPM
1848
Hoxton Planning & Management
West Virginia
$848K +$1.47K +3 +0.2%
MA
1849
MJP Associates
Connecticut
$848K -$13.2K -27 -2%
TCB
1850
Texas Capital Bancshares
Texas
$847K +$6.87K +14 +0.8%