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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1901
Soundmark Wealth Management
Washington
$352K +$349K +933 New
CWA
1902
Clarus Wealth Advisors
Arizona
$351K -$8.59K -23 -2%
LPIC
1903
LeJeune Puetz Investment Counsel
Michigan
$350K +$20.6K +55 +6%
EA
1904
Eclectic Associates
California
$348K +$346K +925 New
RWM
1905
Raffa Wealth Management
District of Columbia
$347K
KPCM
1906
Kings Point Capital Management
New York
$346K -$177K -475 -34%
LJHT
1907
Laurie J. Hall Trustee
$346K +$37.4K +100 +12%
CBA
1908
Coastal Bridge Advisors
Connecticut
$344K
CFG
1909
CKW Financial Group
Hawaii
$341K
DDPIC
1910
Deroy & Devereaux Private Investment Counsel
Michigan
$340K
SAM
1911
SignalPoint Asset Management
Missouri
$340K +$374 +1 +0.1%
PRWA
1912
Platte River Wealth Advisors
Colorado
$340K +$18.7K +50 +6%
JIP
1913
Jaffetilchin Investment Partners
Florida
$340K +$337K +903 New
WSC
1914
Wellington Shields & Co
New York
$339K +$74.7K +200 +29%
CHA
1915
Cooper/Haims Advisors
New York
$339K +$336K +900 New
PP
1916
PDT Partners
New York
$339K +$336K +900 New
NCMW
1917
Northern Capital Management (Washington)
Washington
$338K +$335K +896 New
CAM
1918
Cidel Asset Management
Ontario, Canada
$336K +$62.8K +168 +23%
AIP
1919
Ahrens Investment Partners
Louisiana
$334K -$30.6K -82 -8%
TFA
1920
Toth Financial Advisory
Virginia
$334K
OWM
1921
Opes Wealth Management
California
$333K -$9.34K -25 -3%
WIM
1922
Wittenberg Investment Management
Massachusetts
$333K
NFC
1923
Northeast Financial Consultants
Connecticut
$332K
PPSG
1924
Princeton Portfolio Strategies Group
New Jersey
$332K
WPC
1925
White Pine Capital
Minnesota
$332K