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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2101
CPA Asset Management
Florida
$658K
C
2102
Certuity
Florida
$657K -$143K -282 -19%
SFG
2103
StrategIQ Financial Group
Indiana
$655K +$13.2K +26 +2%
Members Trust
2104
Members Trust
Florida
$655K +$615K +1,216 New
BB
2105
Berkshire Bank
Massachusetts
$650K -$2.02K -4 -0.3%
CPA
2106
Court Place Advisors
Maryland
$650K
EI
2107
Ellevest Inc
New York
$649K +$40.5K +80 +7%
AFP
2108
Alpha Financial Partners
Kentucky
$648K -$1.52K -3 -0.2%
LFGH
2109
Lee Financial Group Hawaii
Hawaii
$647K -$84K -166 -12%
CWM
2110
Castle Wealth Management
Florida
$647K -$28.3K -56 -4%
LF
2111
LifeSteps Financial
California
$646K
MIM
2112
Montgomery Investment Management
Maryland
$646K
BSG
2113
Black Swift Group
Colorado
$646K +$607K +1,200 New
PL
2114
Parthenon LLC
Kentucky
$645K
TWP
2115
Tempus Wealth Planning
California
$643K -$17.2K -34 -3%
RF
2116
Rollins Financial
Georgia
$642K +$4.55K +9 +0.8%
CG
2117
Corundum Group
Colorado
$639K -$513K -1,013 -46%
SG
2118
Sharper & Granite
California
$638K -$74.4K -147 -11%
VAF
2119
Values Added Financial
District of Columbia
$637K +$599K +1,184 New
IW
2120
Imprint Wealth
South Carolina
$636K +$32.9K +65 +6%
TFA
2121
Teamwork Financial Advisors
Texas
$636K +$10.1K +20 +2%
GA
2122
Geller Advisors
New York
$635K +$7.59K +15 +1%
WPC
2123
Waters Parkerson & Co
Louisiana
$633K +$20.2K +40 +4%
GCP
2124
Gill Capital Partners
Colorado
$633K -$2.53K -5 -0.4%
SBWIC
2125
Schaper Benz & Wise Investment Counsel
Wisconsin
$630K +$156K +309 +36%