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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
1901
Optimal Asset Management
California
$398K
FGAM
1902
Financial Gravity Asset Management
Texas
$397K +$1.13K +3 New
IA
1903
IFG Advisors
Missouri
$397K +$1.51K +4 +0.4%
MAM
1904
McLean Asset Management
Virginia
$397K +$3.78K +10 +1%
EAM
1905
Evanson Asset Management
California
$396K -$25K -66 -6%
CFS
1906
CRA Financial Services
New Jersey
$396K
LCS
1907
Levin Capital Strategies
New York
$396K
PC
1908
Permanens Capital
New York
$396K
MIAS
1909
Mason Investment Advisory Services
Virginia
$396K
EWG
1910
Executive Wealth Group
Washington
$395K -$6.05K -16 -2%
MA
1911
Modus Advisors
Minnesota
$394K +$29.1K +77 +8%
SCA
1912
Sander Capital Advisors
Washington
$393K
CCM
1913
Chickasaw Capital Management
Tennessee
$392K -$3.78K -10 -1%
FMWA
1914
Forvis Mazars Wealth Advisors
Missouri
$391K -$381K -1,008 -50%
FCA
1915
FLC Capital Advisors
California
$388K
RWA
1916
River Wealth Advisors
Pennsylvania
$388K +$39.3K +104 +12%
ACA
1917
Affinity Capital Advisors
California
$384K +$12.5K +33 +4%
BWG
1918
Beta Wealth Group
California
$384K +$13.6K +36 +4%
NIMI
1919
Natixis Investment Managers International
France
$383K -$7.18K -19 -2%
CP
1920
Covenant Partners
Tennessee
$383K
PIMG
1921
Patriot Investment Management Group
Tennessee
$383K +$1.51K +4 +0.4%
CCM
1922
Crabel Capital Management
California
$383K +$366K +967 New
AIFAIM
1923
American Institute for Advanced Investment Management
Arizona
$381K
TFA
1924
Toth Financial Advisory
Virginia
$381K +$28.4K +75 +8%
BFC
1925
Bedel Financial Consulting
Indiana
$380K -$10.6K -28 -3%