We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
2101
Total Investment Management
Arizona
$466K -$11.7K -23 -2%
MCM
2102
MV Capital Management
Maryland
$466K +$4.57K +9 +0.9%
BMWM
2103
Brown Miller Wealth Management
Virginia
$465K -$4.57K -9 -0.9%
IF
2104
Insight Folios
North Carolina
$465K +$10.1K +20 +2%
CP
2105
Covenant Partners
Tennessee
$463K – – –
HCM
2106
Howard Capital Management
Georgia
$463K +$491K +967 New
XWM
2107
Xcel Wealth Management
Florida
$462K -$101K -200 -17%
QPW
2108
Quantum Private Wealth
Florida
$462K +$152K +300 +45%
JC
2109
JB Capital
Connecticut
$461K +$53.3K +105 +12%
CWC
2110
Carolinas Wealth Consulting
North Carolina
$461K +$4.1M +8,081 +962%
MAG
2111
MRA Advisory Group
New Jersey
$459K -$71.5K -141 -13%
LCM
2112
Lewis Capital Management
California
$458K – – –
WWA
2113
WCG Wealth Advisors
Nevada
$458K +$485K +956 New
SAM
2114
SignalPoint Asset Management
Missouri
$456K – – –
MAA
2115
Mraz Amerine & Associates
California
$456K +$50.7K +100 +12%
AA
2116
Advisory Alpha
Michigan
$455K +$19.3K +38 +4%
QFA
2117
Quantum Financial Advisors
California
$455K +$428K +844 New
NP
2118
Ninepoint Partners
Ontario, Canada
$454K – – –
WE
2119
Wealth Effects
Massachusetts
$454K +$83.7K +165 +21%
NAG
2120
Northstar Advisory Group
New Jersey
$449K +$1.01K +2 +0.2%
AIC
2121
Archer Investment Corporation
Indiana
$449K -$101K -200 -18%
PWS
2122
Precision Wealth Strategies
Missouri
$448K -$128K -253 -22%
GL
2123
Graypoint LLC
New York
$448K -$120K -237 -20%
HBW
2124
Hazlett, Burt & Watson
West Virginia
$448K -$20.3K -40 -4%
HAIM
2125
Hunter Associates Investment Management
Pennsylvania
$447K -$94.9K -187 -17%
83 84
85
86 87