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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
EFL
2176
ERn Financial LLC
Wisconsin
$252K +$247K +561 New
AFM
2177
Abbot Financial Management
Massachusetts
$251K -$4.4K -10 -2%
BDFN
2178
Bond & Devick Financial Network
Minnesota
$251K – – –
BCP
2179
Berkeley Capital Partners
Georgia
$251K +$246K +559 New
Waverly Advisors
2180
Waverly Advisors
Alabama
$250K -$12.7K -29 -6%
KCM
2181
Karp Capital Management
California
$250K – – –
UAS
2182
United Asset Strategies
New York
$250K – – –
Jump Financial
2183
Jump Financial
Illinois
$249K -$530K -1,206 -68%
RSVP
2184
Ramsay Stattman Vela & Price
Colorado
$249K -$2.2K -5 -0.9%
GIA
2185
Granite Investment Advisors
New Hampshire
$249K – – –
PI
2186
Parkside Investments
Illinois
$249K +$440 +1 +0.2%
LA
2187
LVW Advisors
New York
$248K -$18.9K -43 -7%
PI
2188
Pachira Investments
California
$248K +$14.1K +32 +6%
AC
2189
Avenir Corporation
Virginia
$247K – – –
NERM
2190
New England Research & Management
Illinois
$247K – – –
FBC
2191
Fairfield, Bush & Co
Connecticut
$247K +$241K +549 New
FCIM
2192
Fairview Capital Investment Management
California
$246K -$44K -100 -15%
SPP
2193
Single Point Partners
Massachusetts
$244K -$50.6K -115 -18%
LF
2194
Lee Financial
Texas
$244K -$48.8K -111 -17%
JFA
2195
JNBA Financial Advisors
Minnesota
$244K – – –
TTWM
2196
TCV Trust & Wealth Management
Virginia
$243K – – –
DWA
2197
Delos Wealth Advisors
Texas
$242K +$227K +517 +2,350%
B
2198
Bridgeworth
Alabama
$241K +$236K +536 New
SIM
2199
Studio Investment Management
Illinois
$241K +$236K +536 New
MFS
2200
Mirabella Financial Services
United Kingdom
$240K -$18.4M -41,842 -99%