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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2126
CCG Wealth Management
California
-$205K -698 Closed
KA
2127
KLCM Advisors
Wisconsin
-$205K -697 Closed
CW
2128
CreativeOne Wealth
Kansas
-$203K -692 Closed
SDWMA
2129
Schneider Downs Wealth Management Advisors
Pennsylvania
-$203K -689 Closed
CCM
2130
Compton Capital Management
Rhode Island
-$202K -688 Closed
PMG
2131
Private Management Group
California
-$201K -683 Closed
AC
2132
Asio Capital
Kentucky
-$192K -655 Closed
LFA
2133
Lighthouse Financial Advisors
Maryland
-$177K -603 Closed
MS
2134
Mizuho Securities
Japan
-$147K -500 Closed
AFS
2135
Aft Forsyth & Sober
Florida
-$122K -415 Closed
KWM
2136
Keebeck Wealth Management
Illinois
-$112K -383 Closed
MUS
2137
Mitsubishi UFJ Securities
Japan
-$112K -380 Closed
IWA
2138
Intercontinental Wealth Advisors
Texas
-$111K -358 Closed
IRAG
2139
Investment Research & Advisory Group
Georgia
-$74K -251 Closed
TCWM
2140
Total Clarity Wealth Management
Illinois
-$72K -245 Closed
HWM
2141
Howard Wealth Management
Connecticut
-$59K -202 Closed
SIC
2142
Samalin Investment Counsel
New York
-$52K -179 Closed
AP
2143
Advisors Preferred
Maryland
-$45K -152 Closed
CHAM
2144
Clear Harbor Asset Management
Connecticut
-$41.4K -141 Closed
PA
2145
PSI Advisors
Florida
-$40K -137 Closed
THWM
2146
Taylor Hoffman Wealth Management
Virginia
-$40K -135 Closed
TFA
2147
Tobias Financial Advisors
Florida
-$29K -101 Closed
BGC
2148
Beutel, Goodman & Co
Ontario, Canada
-$29K -100 Closed
HCA
2149
Horan Capital Advisors
Ohio
-$29K -100 Closed
AP
2150
Americana Partners
Texas
-$24K -85 Closed