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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1876
CVA Family Office
Colorado
$836K +$84K +160 +12%
CHC
1877
City Holding Co
West Virginia
$836K +$385K +734 +102%
CIA
1878
Cladis Investment Advisory
Montana
$832K
WFA
1879
Wellspring Financial Advisors
Ohio
$831K +$46.2K +88 +6%
GG
1880
Gleason Group
Kentucky
$830K +$1.05K +2 +0.1%
BWP
1881
BSW Wealth Partners
Colorado
$829K +$85.5K +163 +13%
GFP
1882
Gryphon Financial Partners
Ohio
$827K -$78.7K -150 -9%
CWA
1883
Clearview Wealth Advisors
Oregon
$823K -$693K -1,321 -48%
STAS
1884
Strong Tower Advisory Services
Minnesota
$823K +$750K +1,429 New
EA
1885
Echo45 Advisors
California
$819K -$110K -210 -13%
KPCM
1886
Kings Point Capital Management
New York
$812K +$60.9K +116 +9%
MA
1887
Maxele Advisors
Missouri
$809K -$46.2K -88 -6%
PTB
1888
Pioneer Trust Bank
Oregon
$808K +$7.35K +14 +1%
ICM
1889
IMS Capital Management
Oregon
$806K -$18.4K -35 -2%
HTI
1890
Hikari Tsushin Inc
Japan
$806K
SWM
1891
Sugarloaf Wealth Management
Georgia
$805K -$3.67K -7 -0.5%
RDFA
1892
Ritter Daniher Financial Advisory
Ohio
$804K +$525 +1 +0.1%
WPWM
1893
Western Pacific Wealth Management
Illinois
$803K
VAS
1894
Vestmark Advisory Solutions
Massachusetts
$801K -$164K -312 -18%
CAP
1895
Columbia Advisory Partners
Washington
$800K +$11.5K +22 +2%
SA
1896
Syntax Advisors
New York
$799K -$49.3K -94 -6%
VCG
1897
Vantage Consulting Group
Virginia
$799K -$49.3K -94 -6%
AWM
1898
Aberdeen Wealth Management
Illinois
$798K
SWM
1899
Silverlake Wealth Management
Vermont
$798K +$104K +199 +17%
WPA
1900
West Paces Advisors
Georgia
$795K +$153K +291 +27%