We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SWS
1926
SYSTM Wealth Solutions
Illinois
$1.37M +$15K +21 +1%
CFP
1927
Catalyst Financial Partners
Massachusetts
$1.37M +$78.5K +110 +6%
MA
1928
Mezzasalma Advisors
New Jersey
$1.37M +$664K +930 +99%
WFI
1929
West Family Investments
California
$1.37M – – –
LWA
1930
Lineweaver Wealth Advisors
Ohio
$1.37M -$94.9K -133 -7%
RLWM
1931
RF&L Wealth Management
Massachusetts
$1.37M – – –
S
1932
SimplyRich
California
$1.36M +$7.14K +10 +0.5%
GC
1933
Grimes & Company
Massachusetts
$1.36M -$16.4K -23 -1%
LF
1934
Lee Financial
Texas
$1.36M -$25.7K -36 -2%
CFIA
1935
Cantor Fitzgerald Investment Advisors
New York
$1.36M – – –
CSI
1936
Cross Staff Investments
New York
$1.36M – – –
RFG
1937
RFP Financial Group
Georgia
$1.35M -$189K -265 -13%
AWS
1938
Arkfeld Wealth Strategies
Nebraska
$1.35M -$70.7K -99 -5%
OW
1939
Olistico Wealth
Oklahoma
$1.35M -$67.1K -94 -5%
LFA
1940
Laraway Financial Advisors
Minnesota
$1.35M +$3.57K +5 +0.3%
LCM
1941
LCM Capital Management
Illinois
$1.35M -$1.43K -2 -0.1%
STAS
1942
Strong Tower Advisory Services
Minnesota
$1.35M +$97.8K +137 +8%
RRCM
1943
Rappaport Reiches Capital Management
Illinois
$1.34M +$727K +1,019 +125%
AIA
1944
Arbor Investment Advisors
North Carolina
$1.34M – – –
KIG
1945
Kennedy Investment Group
New Jersey
$1.34M -$33.6K -47 -3%
LTAS
1946
Linden Thomas Advisory Services
North Carolina
$1.34M +$40.7K +57 +3%
RCA
1947
Roberts Capital Advisors
Colorado
$1.33M +$1.3M +1,821 New
PO
1948
Private Ocean
California
$1.33M -$111K -155 -8%
CAM
1949
Close Asset Management
United Kingdom
$1.33M -$47.1K -66 -4%
OC
1950
Opinicus Capital
Florida
$1.33M +$22.1K +31 +2%
76 77
78
79 80