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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
XWM
2151
Xcel Wealth Management
Florida
$485K
PWS
2152
Peloton Wealth Strategists
Indiana
$484K +$147K +300 +39%
ALAM
2153
Asahi Life Asset Management
Japan
$484K +$125K +255 +32%
Vanguard Capital Wealth Advisors
2154
Vanguard Capital Wealth Advisors
Colorado
$484K +$123K +251 +31%
SMA
2155
Sage Mountain Advisors
Georgia
$482K +$57.7K +118 +13%
MPAM
2156
Murphy Pohlad Asset Management
Minnesota
$482K
SHWM
2157
Smith & Howard Wealth Management
Georgia
$481K
SIA
2158
Strategic Investment Advisors
Michigan
$478K +$74.8K +153 +17%
LG
2159
LaFleur & Godfrey
Michigan
$478K +$3.42K +7 +0.7%
CCI
2160
Credit Capital Investments
New Jersey
$477K +$510K +1,044 New
WE
2161
Wealth Effects
Massachusetts
$476K +$24.9K +51 +5%
VC
2162
Vestor Capital
Illinois
$476K -$2.54M -5,201 -83%
CFO
2163
Collective Family Office
Pennsylvania
$475K -$43.5K -89 -8%
PRWA
2164
Platte River Wealth Advisors
Colorado
$473K
FWMM
2165
Foundation Wealth Management (Missouri)
Missouri
$472K +$505K +1,034 New
PI
2166
PFS Investments
Georgia
$472K -$27.4K -56 -5%
TDC
2167
Thompson Davis & Co
Virginia
$470K +$73.3K +150 +17%
EFSCE
2168
Enterprise Financial Services Corp (EFSC)
Missouri
$469K +$17.1K +35 +4%
BIM
2169
Barton Investment Management
Pennsylvania
$467K
IA
2170
IFG Advisors
Missouri
$466K
CWA
2171
Consilium Wealth Advisory
Texas
$464K +$53.8K +110 +12%
LFP
2172
Leeward Financial Partners
Washington
$463K +$489 +1 +0.1%
MAA
2173
Mraz Amerine & Associates
California
$462K -$1.96K -4 -0.4%
FTA
2174
Financial & Tax Architects
Missouri
$462K -$90.4K -185 -16%
MCM
2175
Magnolia Capital Management
New York
$460K +$3.91K +8 +0.8%