We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RBFC
2051
Roman Butler Fullerton & Co
Missouri
$253K +$251K +672 New
EWA
2052
Evolution Wealth Advisors
Florida
$252K -$219K -585 -47%
CWM
2053
CCG Wealth Management
California
$252K -$11.2K -30 -4%
GC
2054
Grimes & Company
Massachusetts
$252K +$18.7K +50 +8%
CAM
2055
Concorde Asset Management
Michigan
$252K +$26.2K +70 +12%
GHAM
2056
Gilman Hill Asset Management
Connecticut
$252K +$250K +669 New
SCA
2057
Spearhead Capital Advisors
Florida
$251K -$96K -257 -28%
DMC
2058
Drexel Morgan & Co
Pennsylvania
$251K – – –
CWP
2059
Capital Wealth Planning
Florida
$249K -$517K -1,384 -67%
CFO
2060
CVA Family Office
Colorado
$248K – – –
SWM
2061
Segment Wealth Management
Texas
$248K +$5.23K +14 +2%
LFA
2062
Legacy Financial Advisors
Kentucky
$247K -$1.87K -5 -0.8%
LF
2063
Lee Financial
Texas
$247K – – –
OQS
2064
Occudo Quantitative Strategies
Florida
$247K +$245K +656 New
TVAMP
2065
Tennessee Valley Asset Management Partners
Tennessee
$247K +$245K +656 New
SNB
2066
Security National Bank
Nebraska
$245K -$37.4K -100 -13%
VST
2067
Van Strum & Towne
California
$245K – – –
RFMS
2068
RWQ Financial Management Services
Florida
$245K +$243K +650 New
YMRC
2069
Yorktown Management & Research Company
Virginia
$245K +$243K +650 New
VFG
2070
V2 Financial group
Illinois
$245K +$243K +650 New
SHWM
2071
Silicon Hills Wealth Management
Texas
$244K +$242K +648 New
KWM
2072
Keebeck Wealth Management
Illinois
$242K +$12K +32 +5%
MIM
2073
Martin Investment Management
Florida
$241K – – –
5L
2074
55I LLC
Massachusetts
$241K +$239K +640 New
VFP
2075
Verus Financial Partners
Virginia
$240K -$815K -2,181 -77%
81 82
83
84 85