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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
DMC
2101
Drexel Morgan & Co
Pennsylvania
$234K – – –
MFW
2102
Mosaic Family Wealth
Missouri
$234K +$15.7K +45 +7%
TC
2103
Trust Company
Kansas
$233K -$177K -508 -43%
FCCM
2104
First City Capital Management
Georgia
$233K +$1.04K +3 +0.5%
PA
2105
Parkside Advisors
California
$233K +$24.4K +70 +12%
TTWM
2106
TCV Trust & Wealth Management
Virginia
$233K +$231K +663 New
RCG
2107
Rock Creek Group
District of Columbia
$232K -$149K -427 -39%
UWM
2108
USAdvisors Wealth Management
Minnesota
$232K +$229K +658 New
PG
2109
Prostatis Group
Maryland
$231K +$228K +656 New
LF
2110
Lee Financial
Texas
$231K – – –
DIA
2111
Davidson Investment Advisors
Montana
$231K +$21.2K +61 +10%
One Capital Management
2112
One Capital Management
California
$230K -$32.7K -94 -13%
CHA
2113
Cooper/Haims Advisors
New York
$229K -$87K -250 -28%
VST
2114
Van Strum & Towne
California
$229K – – –
VFP
2115
Verus Financial Partners
Virginia
$229K – – –
AWG
2116
Altus Wealth Group
Colorado
$229K +$34.8K +100 +20%
NL
2117
Navalign LLC
California
$229K +$226K +649 New
SCA
2118
Stonebridge Capital Advisors
Minnesota
$229K +$227K +651 New
HCM
2119
Hutchinson Capital Management
California
$227K -$346K -993 -61%
CYG
2120
Clean Yield Group
Vermont
$226K -$26.1K -75 -10%
TVAMP
2121
Tennessee Valley Asset Management Partners
Tennessee
$226K -$5.57K -16 -2%
KWM
2122
Keebeck Wealth Management
Illinois
$226K – – –
MIM
2123
Martin Investment Management
Florida
$226K – – –
EW
2124
Evoke Wealth
California
$225K -$218K -626 -50%
UAS
2125
United Asset Strategies
New York
$225K -$45.3K -130 -17%