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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
LTI
2051
Laffer Tengler Investments
Tennessee
$253K – – –
RBFC
2052
Roman Butler Fullerton & Co
Missouri
$253K +$251K +672 New
EWA
2053
Evolution Wealth Advisors
Florida
$252K -$219K -585 -47%
CWM
2054
CCG Wealth Management
California
$252K -$11.2K -30 -4%
Grimes & Company
2055
Grimes & Company
Massachusetts
$252K +$18.7K +50 +8%
CAM
2056
Concorde Asset Management
Michigan
$252K +$26.2K +70 +12%
GHAM
2057
Gilman Hill Asset Management
Connecticut
$252K +$250K +669 New
SCA
2058
Spearhead Capital Advisors
Florida
$251K -$96K -257 -28%
DMC
2059
Drexel Morgan & Co
Pennsylvania
$251K – – –
Capital Wealth Planning
2060
Capital Wealth Planning
Florida
$249K -$517K -1,384 -67%
CFO
2061
CVA Family Office
Colorado
$248K – – –
SWM
2062
Segment Wealth Management
Texas
$248K +$5.23K +14 +2%
LFA
2063
Legacy Financial Advisors
Kentucky
$247K -$1.87K -5 -0.8%
LF
2064
Lee Financial
Texas
$247K – – –
OQS
2065
Occudo Quantitative Strategies
Florida
$247K +$245K +656 New
TVAMP
2066
Tennessee Valley Asset Management Partners
Tennessee
$247K +$245K +656 New
SNB
2067
Security National Bank
Nebraska
$245K -$37.4K -100 -13%
VST
2068
Van Strum & Towne
California
$245K – – –
RFMS
2069
RWQ Financial Management Services
Florida
$245K +$243K +650 New
YMRC
2070
Yorktown Management & Research Company
Virginia
$245K +$243K +650 New
VFG
2071
V2 Financial group
Illinois
$245K +$243K +650 New
SHWM
2072
Silicon Hills Wealth Management
Texas
$244K +$242K +648 New
KWM
2073
Keebeck Wealth Management
Illinois
$242K +$12K +32 +5%
MIM
2074
Martin Investment Management
Florida
$241K – – –
55I LLC
2075
55I LLC
Massachusetts
$241K +$239K +640 New