We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TT
1876
TI-Trust
Illinois
$88K +$89.2K +300 New
FP
1877
Financial Perspectives
Minnesota
$85.2K +$86.2K +290 New
PK
1878
Pflug Koory
Nebraska
$84K – – –
JCM
1879
Jacobi Capital Management
Pennsylvania
$84K +$11K +37 +15%
RFM
1880
Royal Fund Management
Florida
$83K – – –
LWS
1881
Lucia Wealth Services
California
$82K -$1.06M -3,566 -93%
APWM
1882
Atlas Private Wealth Management
New York
$82K +$83.2K +280 New
CWM
1883
Cedar Wealth Management
California
$82K +$83.2K +280 New
AAP
1884
Arax Advisory Partners
Colorado
$80K +$14.9K +50 +22%
CMA
1885
Cedar Mountain Advisors
Oregon
$80K +$81.1K +273 New
SLF
1886
Sun Life Financial
Ontario, Canada
$76K -$29.4K -99 -28%
VRM
1887
Vectors Research Management
New York
$75K – – –
SIS
1888
Sound Income Strategies
Florida
$74K +$59.7K +201 +387%
IRAG
1889
Investment Research & Advisory Group
Georgia
$74K +$74.6K +251 New
BCM
1890
Bourgeon Capital Management
Connecticut
$73K – – –
PC
1891
Permanens Capital
New York
$73K – – –
PGAM
1892
Princeton Global Asset Management
New Jersey
$73K +$34.2K +115 +87%
RG
1893
Retirement Group
California
$73K +$74K +249 New
TCWM
1894
Total Clarity Wealth Management
Illinois
$72K +$72.8K +245 New
MFT
1895
Moisand Fitzgerald Tamayo
Florida
$71K – – –
APW
1896
Acima Private Wealth
Virginia
$69K – – –
JFA
1897
JNBA Financial Advisors
Minnesota
$69K +$16.3K +55 +31%
CFFP
1898
Center for Financial Planning
Michigan
$68K +$68.4K +230 New
TAIM
1899
TD Ameritrade Investment Management
Nebraska
$67K +$27K +91 +66%
CWP
1900
CFM Wealth Partners
Texas
$66K +$65.1K +219 New
74 75
76
77 78