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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
EBA
2101
Eagle Bay Advisors
New York
$294K +$113K +257 +64%
FP
2102
Financial Perspectives
Minnesota
$292K -$6.59K -15 -2%
CAGAS
2103
Capital Advisory Group Advisory Services
Minnesota
$292K -$3.52K -8 -1%
VST
2104
Van Strum & Towne
California
$292K – – –
EWM
2105
Elite Wealth Management
Washington
$292K +$22.4K +51 +9%
SICM
2106
Sustainable Insight Capital Management
New York
$290K +$15.8K +36 +6%
LDB
2107
Lee, Danner & Bass
Tennessee
$289K -$44K -100 -13%
MIM
2108
Martin Investment Management
Florida
$288K – – –
CA
2109
Callahan Advisors
Texas
$288K +$4.4K +10 +2%
GL
2110
Graypoint LLC
New York
$287K +$29.9K +68 +12%
MAM
2111
Magellan Asset Management
Australia
$284K -$47.5K -108 -15%
EW
2112
Evoke Wealth
California
$284K -$10.6K -24 -4%
CWM
2113
Cabot Wealth Management
Massachusetts
$284K – – –
CWP
2114
Curated Wealth Partners
California
$284K – – –
GKFF
2115
George Kaiser Family Foundation
Oklahoma
$284K – – –
S
2116
Surevest
California
$284K +$879 +2 +0.3%
JWM
2117
Janiczek Wealth Management
Colorado
$284K +$14.9K +34 +6%
G
2118
GenTrust
Florida
$284K +$45.7K +104 +20%
SCA
2119
Stonebridge Capital Advisors
Minnesota
$283K +$879 +2 +0.3%
WCG
2120
Weaver Consulting Group
California
$283K +$2.64K +6 +1%
MFG
2121
Magnus Financial Group
New York
$283K +$8.79K +20 +3%
MFW
2122
Mosaic Family Wealth
Missouri
$280K -$18K -41 -6%
GWM
2123
Gitterman Wealth Management
New Jersey
$279K – – –
FG
2124
Foster Group
Iowa
$279K +$7.47K +17 +3%
CCG
2125
Chatham Capital Group
Georgia
$278K – – –