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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
2051
Lodestar Private Asset Management
California
$1.85M +$147K +148 +9%
RLWM
2052
RF&L Wealth Management
Massachusetts
$1.85M – – –
CAM
2053
Costello Asset Management
Pennsylvania
$1.84M +$25.8K +26 +1%
CSI
2054
Cross Staff Investments
New York
$1.84M -$49.7K -50 -3%
AWS
2055
Arkfeld Wealth Strategies
Nebraska
$1.84M -$52.7K -53 -3%
BCG
2056
BayBridge Capital Group
California
$1.84M +$25.8K +26 +1%
RWI
2057
Red Wave Investments
Pennsylvania
$1.83M – – –
KIG
2058
Kennedy Investment Group
New Jersey
$1.83M -$221K -222 -11%
AWC
2059
Abundance Wealth Counselors
Pennsylvania
$1.83M +$19.9K +20 +1%
EWM
2060
Evermay Wealth Management
Virginia
$1.83M +$17.9K +18 +1%
WWC
2061
Waypoint Wealth Counsel
Georgia
$1.83M +$236K +237 +15%
TW
2062
Traveka Wealth
California
$1.82M +$15.9K +16 +0.9%
AWP
2063
Abacus Wealth Partners
California
$1.82M +$5.96K +6 +0.3%
CB
2064
Chris Bulman
California
$1.82M -$30.8K -31 -2%
GF
2065
Gries Financial
Ohio
$1.82M +$68.6K +69 +4%
SJIM
2066
St. Johns Investment Management
Florida
$1.81M +$19.9K +20 +1%
HVIA
2067
Hudson Valley Investment Advisors
New York
$1.81M -$79.5K -80 -4%
TIA
2068
Traphagen Investment Advisors
New Jersey
$1.81M -$93.4K -94 -5%
RIM
2069
Redwood Investment Management
Arizona
$1.81M -$399K -401 -18%
AIA
2070
Arbor Investment Advisors
North Carolina
$1.81M +$3.98K +4 +0.2%
LFA
2071
Laraway Financial Advisors
Minnesota
$1.8M -$14.9K -15 -0.8%
WWM
2072
WJ Wealth Management
Arizona
$1.8M +$298K +300 +20%
RCA
2073
Roberts Capital Advisors
Colorado
$1.8M – – –
NL
2074
Navalign LLC
California
$1.8M -$5.96K -6 -0.3%
HGWM
2075
Horst & Graben Wealth Management
Oregon
$1.8M +$994 +1 +0.1%
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83
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