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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
FC
1951
Fulcrum Capital
Washington
$1.58M -$221K -283 -13%
DAM
1952
Draper Asset Management
New York
$1.58M +$32K +41 +2%
FPGT
1953
Financial Partners Group (Tennessee)
Tennessee
$1.58M +$188K +241 +15%
SWS
1954
SYSTM Wealth Solutions
Illinois
$1.57M -$14.8K -19 -1%
LEA
1955
Legacy Edge Advisors
New York
$1.57M +$284K +364 +24%
CFIA
1956
Cantor Fitzgerald Investment Advisors
New York
$1.57M
CSI
1957
Cross Staff Investments
New York
$1.57M
RWPA
1958
Richard W. Paul & Associates
Michigan
$1.57M +$25.8K +33 +2%
RFG
1959
RFP Financial Group
Georgia
$1.57M -$3.12K -4 -0.2%
LFA
1960
Laraway Financial Advisors
Minnesota
$1.57M
CRC
1961
Curi RMB Capital
Illinois
$1.56M -$773K -990 -35%
OC
1962
Oakworth Capital
Alabama
$1.56M +$175K +224 +14%
LWA
1963
Lineweaver Wealth Advisors
Ohio
$1.56M -$25K -32 -2%
LA
1964
LVW Advisors
New York
$1.56M +$229K +293 +19%
HVIA
1965
Hudson Valley Investment Advisors
New York
$1.56M +$185K +237 +11%
AIA
1966
Arbor Investment Advisors
North Carolina
$1.55M
ECG
1967
Edge Capital Group
Georgia
$1.55M +$21.1K +27 +2%
CNBT
1968
Canandaigua National Bank & Trust
New York
$1.55M +$76.5K +98 +6%
KIG
1969
Kennedy Investment Group
New Jersey
$1.55M -$2.34K -3 -0.2%
PWA
1970
Physician Wealth Advisors
Utah
$1.54M +$5.46K +7 +0.4%
CB
1971
Chris Bulman
California
$1.54M +$1.42M +1,815 New
HGWM
1972
Horst & Graben Wealth Management
Oregon
$1.54M +$32K +41 +2%
NMG
1973
New Millennium Group
Utah
$1.54M -$972K -1,246 -41%
BIP
1974
Blueprint Investment Partners
North Carolina
$1.54M +$84.3K +108 +6%
SIC
1975
Sterling Investment Counsel
New York
$1.54M -$93.6K -120 -6%