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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
2126
Peak Financial Management
Massachusetts
$277K -$44K -100 -14%
SWAG
2127
Spectrum Wealth Advisory Group
California
$277K – – –
OWA
2128
Octavia Wealth Advisors
Ohio
$276K -$4.4K -10 -2%
Boothbay Fund Management
2129
Boothbay Fund Management
New York
$276K +$270K +614 New
BAM
2130
Baldrige Asset Management
Pennsylvania
$275K – – –
HCM
2131
HMS Capital Management
Tennessee
$275K – – –
PSF
2132
Pacific Sun Financial
California
$275K +$269K +613 New
BWM
2133
BCS Wealth Management
Tennessee
$274K -$6.59K -15 -2%
SWA
2134
Sutton Wealth Advisors
Florida
$273K +$1.32K +3 +0.5%
CCM
2135
Crabel Capital Management
California
$273K -$158K -359 -37%
JIR
2136
James Investment Research
Ohio
$273K -$87.9K -200 -25%
PHS
2137
Pekin Hardy Strauss
Illinois
$272K – – –
FFG
2138
Frisch Financial Group
New York
$272K +$266K +605 New
MCA
2139
Magnolia Capital Advisors
Mississippi
$272K +$266K +605 New
KCM
2140
Kathmere Capital Management
Pennsylvania
$272K +$266K +606 New
KWM
2141
Keebeck Wealth Management
Illinois
$271K -$372K -846 -58%
HCP
2142
Holt Capital Partners
Texas
$271K – – –
BIP
2143
Blueprint Investment Partners
North Carolina
$271K +$265K +602 New
MKC
2144
M. Kraus & Co
Vermont
$270K – – –
MA
2145
Mezzasalma Advisors
New Jersey
$269K – – –
PGAM
2146
Princeton Global Asset Management
New Jersey
$269K – – –
AAM
2147
Arabesque Asset Management
United Kingdom
$269K +$9.23K +21 +4%
WWA
2148
WC Walker & Associates
California
$268K – – –
LOPW
2149
Live Oak Private Wealth
North Carolina
$268K +$5.28K +12 +2%
GHAM
2150
Gilman Hill Asset Management
Connecticut
$267K -$30.8K -70 -11%