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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
STAS
1901
Strong Tower Advisory Services
Minnesota
$786K +$25K +51 +3%
WEG
1902
World Equity Group
Illinois
$785K -$4.18M -8,531 -84%
GSIS
1903
Global Strategic Investment Solutions
Arizona
$785K -$981 -2 -0.1%
AWAG
1904
ARS Wealth Advisors Group
Florida
$785K -$54K -110 -7%
CHP
1905
Cable Hill Partners
Oregon
$783K -$149K -303 -16%
PWM
1906
Prentice Wealth Management
New York
$782K +$474K +967 +160%
SCA
1907
Scott Capital Advisors
Oregon
$781K
RPWA
1908
Regent Peak Wealth Advisors
Georgia
$781K -$37.3K -76 -5%
GIP
1909
Greatmark Investment Partners
Georgia
$780K
JSW
1910
Journey Strategic Wealth
New Jersey
$775K +$188K +383 +33%
SWM
1911
Silverlake Wealth Management
Vermont
$775K +$5.88K +12 +0.8%
CAP
1912
Columbia Advisory Partners
Washington
$775K +$12.3K +25 +2%
LA
1913
LexAurum Advisors
Kansas
$773K -$24.5K -50 -3%
RIA
1914
Richwood Investment Advisors
Ohio
$772K -$4.91K -10 -0.6%
WA
1915
WP Advisors
California
$772K -$20.6K -42 -3%
AW
1916
Alaethes Wealth
Nevada
$770K -$1.48M -3,027 -66%
MWC
1917
MBM Wealth Consultants
Missouri
$768K
MCM
1918
Morton Capital Management
California
$766K +$33.4K +68 +5%
MSFS
1919
Main Street Financial Solutions
Pennsylvania
$766K -$4.41K -9 -0.6%
VT
1920
Vise Technologies
New York
$766K -$347K -708 -31%
GFP
1921
Guardian Financial Partners
California
$765K -$170K -347 -18%
CIG
1922
Cascade Investment Group
Colorado
$764K
IA
1923
IFG Advisory
Georgia
$764K -$46.6K -95 -6%
HIC
1924
Holderness Investments Company
North Carolina
$763K -$2.45K -5 -0.3%
ABC
1925
Associated Banc-Corp
Wisconsin
$759K -$7.85K -16 -1%