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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
SP
2126
Stablepoint Partners
Massachusetts
$910K +$817K +1,379 New
PWMG
2127
Provence Wealth Management Group
California
$909K +$81.8K +138 +11%
OWA
2128
ORBA Wealth Advisors
Illinois
$908K +$816K +1,376 New
PHAM
2129
Palisades Hudson Asset Management
Florida
$907K
WA
2130
Wealthstream Advisors
New York
$903K +$454K +766 +127%
SRWM
2131
Shira Ridge Wealth Management
California
$902K +$10.1K +17 +1%
GWM
2132
Greenwich Wealth Management
Connecticut
$900K +$5.93K +10 +0.7%
CFS
2133
CRA Financial Services
New Jersey
$900K +$3.56K +6 +0.4%
CS
2134
Capital Square
Tennessee
$899K +$5.93K +10 +0.7%
RBFC
2135
Roman Butler Fullerton & Co
Missouri
$898K -$698K -1,178 -47%
Kayne Anderson Rudnick Investment Management
2136
Kayne Anderson Rudnick Investment Management
California
$898K +$89.5K +151 +12%
RFA
2137
Resurgent Financial Advisors
Georgia
$896K +$48K +81 +6%
SRC
2138
Sage Rhino Capital
California
$890K
ECA
2139
Elevated Capital Advisors
Utah
$890K +$8.3K +14 +1%
BCMLT
2140
Beacon Capital Management LLC (Tennessee)
Tennessee
$890K -$2.37K -4 -0.3%
OC
2141
Oarsman Capital
Wisconsin
$889K +$255K +430 +47%
EWP
2142
Elevation Wealth Partners
California
$888K +$716K +1,208 +332%
HFRG
2143
Houlihan Financial Resource Group
Virginia
$888K
DWM
2144
Dogwood Wealth Management
Kansas
$887K +$791K +1,334 New
CJ
2145
Caitlin John
Michigan
$885K +$777K +1,311 New
HSG
2146
Helen Stephens Group
Texas
$885K +$7.71K +13 +1%
PBO
2147
Peoples Bank (Ohio)
Ohio
$885K -$29K -49 -4%
MS
2148
Marshall & Sullivan
Washington
$884K -$2.37K -4 -0.3%
SCA
2149
Scott Capital Advisors
Oregon
$883K -$20.7K -35 -3%
SBWIC
2150
Schaper Benz & Wise Investment Counsel
Wisconsin
$881K +$122K +206 +18%