We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1876
Ridgecrest Wealth Partners
California
$720K +$26K +50 +3%
WPA
1877
West Paces Advisors
Georgia
$719K – – –
PMFA
1878
Plante Moran Financial Advisors
Michigan
$719K -$326K -627 -29%
VCP
1879
Verus Capital Partners
Arizona
$719K -$32.8K -63 -4%
STAS
1880
Strong Tower Advisory Services
Minnesota
$718K +$19.8K +38 +3%
GSIS
1881
Global Strategic Investment Solutions
Arizona
$717K +$343K +659 +77%
TPCW
1882
TD Private Client Wealth
New York
$715K +$22.9K +44 +3%
SWM
1883
Silverlake Wealth Management
Vermont
$714K +$34.3K +66 +5%
TCM
1884
Traynor Capital Management
Pennsylvania
$714K -$49.9K -96 -6%
GAA
1885
Global Assets Advisory
Florida
$714K +$42.1K +81 +6%
FAT
1886
First American Trust
California
$714K +$70.2K +135 +10%
ABC
1887
Associated Banc-Corp
Wisconsin
$711K -$71.3K -137 -8%
PBO
1888
Peoples Bank (Ohio)
Ohio
$711K -$47.3K -91 -6%
GWM
1889
Greenwich Wealth Management
Connecticut
$711K +$7.28K +14 +0.9%
CWA
1890
CM Wealth Advisors
Ohio
$710K +$8.15M +15,677 +3,135%
CIA
1891
Cladis Investment Advisory
Montana
$710K +$9.36K +18 +1%
RFA
1892
Resurgent Financial Advisors
Georgia
$709K -$3.12K -6 -0.4%
CC
1893
Constitution Capital
Connecticut
$708K -$208K -400 -21%
BA
1894
Birinyi Associates
Connecticut
$708K – – –
LRIA
1895
Leonard Rickey Investment Advisors
Washington
$706K -$2.08K -4 -0.3%
LWA
1896
Lineweaver Wealth Advisors
Ohio
$705K +$11.4K +22 +1%
BWM
1897
Biltmore Wealth Management
Arizona
$704K -$111K -213 -13%
PIA
1898
Perennial Investment Advisors
California
$703K -$518K -996 -40%
NIM
1899
Nexus Investment Management
Ontario, Canada
$703K – – –
GG
1900
Gleason Group
Kentucky
$700K +$19.2K +37 +3%
74 75
76
77 78