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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
2051
Creative Financial Designs
Indiana
$1.15M +$67.8K +95 +6%
GSIS
2052
Global Strategic Investment Solutions
Arizona
$1.15M -$20K -28 -2%
LPAM
2053
Lodestar Private Asset Management
California
$1.15M +$70.7K +99 +7%
FCG
2054
Fielder Capital Group
Tennessee
$1.15M +$211K +295 +23%
CF
2055
Copperwynd Financial
Arizona
$1.15M +$166K +233 +17%
AC
2056
Allstate Corporation
Illinois
$1.15M – – –
SFA
2057
Souders Financial Advisors
Ohio
$1.14M +$218K +305 +24%
IPWA
2058
International Private Wealth Advisors
California
$1.14M -$110K -154 -9%
DIP
2059
DT Investment Partners
Pennsylvania
$1.14M – – –
SA
2060
Skyline Advisors
Washington
$1.14M +$1.43K +2 +0.1%
ABC
2061
Associated Banc-Corp
Wisconsin
$1.14M -$12.1K -17 -1%
LA
2062
LexAurum Advisors
Kansas
$1.14M -$338K -474 -23%
MC
2063
Maverick Capital
Texas
$1.14M +$1.11M +1,557 New
LWM
2064
Lodestone Wealth Management
Washington
$1.14M -$12.1K -17 -1%
SPW
2065
Surience Private Wealth
Washington
$1.14M -$3.15M -4,411 -74%
LWM
2066
Laidlaw Wealth Management
New York
$1.13M -$1.81M -2,538 -62%
LCGC
2067
Legacy Capital Group California
California
$1.13M -$27.1K -38 -2%
PCA
2068
Prosperity Capital Advisors
Ohio
$1.13M +$572K +801 +108%
LA
2069
LVW Advisors
New York
$1.13M +$251K +351 +29%
CWA
2070
Consilium Wealth Advisory
Texas
$1.13M -$43.5K -61 -4%
HPM
2071
Hoxton Planning & Management
West Virginia
$1.12M +$9.99K +14 +0.9%
RIA
2072
Richwood Investment Advisors
Ohio
$1.12M -$7.14K -10 -0.6%
SP
2073
Stablepoint Partners
Massachusetts
$1.12M +$109K +153 +11%
CAP
2074
Columbia Advisory Partners
Washington
$1.12M +$7.14K +10 +0.7%
WCM
2075
Winthrop Capital Management
Indiana
$1.12M +$9.28K +13 +0.9%
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83
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