We are live on ! Find out more
COST icon

Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1926
Comprehensive Financial Planning
Pennsylvania
$2.29M -$31.2K -32 -1%
SSI
1927
Scott & Selber Inc
Texas
$2.29M -$12.7K -13 -0.6%
HWA
1928
Heritage Wealth Advisors
Virginia
$2.29M +$64.3K +66 +3%
APW
1929
Aventura Private Wealth
Florida
$2.28M -$529K -543 -19%
CFD
1930
Creative Financial Designs
Indiana
$2.28M +$99.4K +102 +5%
EDRH
1931
Edmond de Rothschild Holding
Switzerland
$2.28M -$279K -286 -11%
WAAG
1932
Wealth Alliance Advisory Group
Kansas
$2.28M +$112K +115 +5%
Twin Tree Management
1933
Twin Tree Management
Texas
$2.27M +$2.22M +2,283 New
VFG
1934
Victory Financial Group
Texas
$2.27M +$66.3K +68 +3%
DWM
1935
Drive Wealth Management
Utah
$2.27M +$215K +221 +11%
AWA
1936
ARQ Wealth Advisors
Arizona
$2.26M +$1.87M +1,919 +542%
DCM
1937
Dudley Capital Management
Virginia
$2.26M -$43.9K -45 -2%
IAMOG
1938
Investors Asset Management of Georgia
Georgia
$2.26M -$97.5K -100 -4%
UWM
1939
Urban Wealth Management
California
$2.26M +$517K +531 +31%
RI
1940
Rinkey Investments
California
$2.25M -$79.9K -82 -4%
TCM
1941
Tufton Capital Management
Maryland
$2.24M -$248K -255 -10%
APG
1942
Abacus Planning Group
South Carolina
$2.24M +$67.2K +69 +3%
DP
1943
Denver PWM
Colorado
$2.24M -$33.1K -34 -2%
CFIA
1944
Cantor Fitzgerald Investment Advisors
New York
$2.23M +$97.5K +100 +5%
GCM
1945
Geneva Capital Management
Wisconsin
$2.22M -$707K -726 -25%
CSB
1946
City State Bank
Iowa
$2.22M -$11.7K -12 -0.5%
AA
1947
Altman Advisors
Illinois
$2.22M +$64.3K +66 +3%
SC
1948
Solstein Capital
California
$2.22M -$138K -142 -6%
MWP
1949
Madison Wealth Partners
Wisconsin
$2.22M +$114K +117 +6%
CCC
1950
Compass Capital Corp
Massachusetts
$2.21M -$1.95K -2 -0.1%