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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
2126
Access Financial Services
Minnesota
$1.55M +$1.61M +1,677 New
EWM
2127
EPG Wealth Management
Georgia
$1.54M +$50.8K +53 +3%
FAM
2128
Fred Alger Management
New York
$1.54M -$10.3M -10,713 -87%
RF
2129
Robinswood Financial
Washington
$1.54M +$1.92K +2 +0.1%
SRWM
2130
Shira Ridge Wealth Management
California
$1.53M +$11.5K +12 +0.7%
MHC
2131
Meyer Handelman Company
New York
$1.53M
FCA
2132
FLC Capital Advisors
California
$1.53M -$11.5K -12 -0.7%
PL
2133
Perpetual Ltd
Australia
$1.53M +$835K +871 +111%
SFPG
2134
Stonebridge Financial Planning Group
Florida
$1.53M -$71.9K -75 -4%
CPRC
2135
Consolidated Portfolio Review Corp
New York
$1.53M +$76.7K +80 +5%
CAL
2136
Capital Advisors Ltd
Ohio
$1.52M +$299K +312 +23%
CNBTD
2137
Citizens National Bank Trust Department
Mississippi
$1.52M
Members Trust
2138
Members Trust
Florida
$1.52M -$37.4K -39 -2%
LWM
2139
Lodestone Wealth Management
Washington
$1.52M +$59.4K +62 +4%
WWC
2140
Waypoint Wealth Counsel
Georgia
$1.52M -$197K -206 -11%
RMF
2141
Red Mountain Financial
Colorado
$1.52M +$7.67K +8 +0.5%
BCG
2142
BayBridge Capital Group
California
$1.52M -$208K -217 -12%
BI
2143
Bolthouse Investments
California
$1.51M -$338K -353 -18%
FFG
2144
Fortem Financial Group
California
$1.51M
OWA
2145
Octavia Wealth Advisors
Ohio
$1.51M +$47.9K +50 +3%
FFS
2146
Flavin Financial Services
Florida
$1.51M +$52.7K +55 +3%
PCS
2147
Personal CFO Solutions
New Jersey
$1.51M -$5.75K -6 -0.4%
SFG
2148
Shum Financial Group
California
$1.51M +$1.56M +1,626 New
SWA
2149
Sax Wealth Advisors
New Jersey
$1.5M +$118K +123 +8%
Axa
2150
Axa
France
$1.5M -$376M -392,463 -100%