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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
SRWM
2051
Shira Ridge Wealth Management
California
$576K +$616K +1,261 New
FA
2052
Faithward Advisors
Pennsylvania
$575K +$152K +312 +33%
AP
2053
Atwood & Palmer
Missouri
$574K +$16.6K +34 +3%
VA
2054
Valmark Advisers
Ohio
$573K -$99.7K -204 -14%
ECA
2055
Elevated Capital Advisors
Utah
$572K -$654K -1,339 -52%
GCM
2056
Graham Capital Management
Connecticut
$572K -$2.09M -4,284 -77%
TCPWM
2057
Traverso Chambers Private Wealth Management
California
$572K -$977 -2 -0.2%
CVM
2058
Cheviot Value Management
California
$571K +$66.5K +136 +12%
EDRH
2059
Edmond de Rothschild Holding
Switzerland
$569K -$68.4K -140 -10%
Aristotle Capital Management
2060
Aristotle Capital Management
California
$568K
OHIS
2061
Oak Harvest Investment Services
Texas
$567K +$22.5K +46 +4%
EW
2062
Enzi Wealth
Texas
$566K
FIA
2063
Foundations Investment Advisors
Arizona
$564K +$179K +367 +42%
AC
2064
Addison Capital
Pennsylvania
$563K
SWS
2065
SYSTM Wealth Solutions
Illinois
$562K +$602K +1,232 New
DCM
2066
Dupont Capital Management
Delaware
$561K -$894K -1,829 -60%
RBCM
2067
Raub Brock Capital Management
California
$560K +$12.2K +25 +2%
NA
2068
Nottingham Advisors
New York
$559K +$32.3K +66 +6%
DC
2069
Destiny Capital
Colorado
$559K +$545K +1,116 New
GSC
2070
G&S Capital
Colorado
$558K -$169K -345 -22%
BSB
2071
Bangor Savings Bank
Maine
$557K +$6.84K +14 +1%
RF
2072
Rollins Financial
Georgia
$557K +$48.4K +99 +9%
FCP
2073
Fidelis Capital Partners
Florida
$557K +$568K +1,163 New
PWM
2074
Paulson Wealth Management
Illinois
$554K -$61.1K -125 -9%
OFS
2075
OneAscent Financial Services
Alabama
$554K -$85.5K -175 -13%