We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2176
Wealth Architects
California
$489K +$7.35K +14 +2%
1WM
2177
1900 Wealth Management
Texas
$489K +$446K +849 New
MMM
2178
Mendel Money Management
Illinois
$488K +$445K +847 New
PFWA
2179
Paces Ferry Wealth Advisors
Georgia
$487K -$5.77K -11 -1%
SC
2180
Sawyer & Company
Massachusetts
$484K – – –
CWC
2181
Carolinas Wealth Consulting
North Carolina
$484K +$39.4K +75 +10%
CWM
2182
CCG Wealth Management
California
$482K +$11.5K +22 +3%
CCT
2183
Chemung Canal Trust
New York
$481K -$40.9K -78 -9%
OPA
2184
Old Port Advisors
Maine
$481K +$7.87K +15 +2%
WOSD
2185
WFA of San Diego
California
$480K -$980K -1,867 -69%
ODIJL
2186
One Day In July LLC
Vermont
$479K -$38.3K -73 -8%
VW
2187
Vance Wealth
California
$478K – – –
BWG
2188
Beta Wealth Group
California
$475K -$53.5K -102 -11%
KWM
2189
Kolinsky Wealth Management
New Jersey
$475K +$71.9K +137 +20%
SB
2190
Sunflower Bank
Texas
$474K -$3.67K -7 -0.8%
BA
2191
Ballast Advisors
Minnesota
$473K – – –
JSW
2192
Journey Strategic Wealth
New Jersey
$473K +$8.92K +17 +2%
KM
2193
Kalos Management
Georgia
$472K -$344K -656 -43%
FFG
2194
Ford Financial Group
California
$472K +$9.97K +19 +2%
FCCM
2195
First City Capital Management
Georgia
$471K – – –
LSWM
2196
Lorne Steinberg Wealth Management
Canada
$471K +$3.15K +6 +0.7%
HWMA
2197
Heritage Wealth Management (Arizona)
Arizona
$470K +$428K +816 New
MFG
2198
Magnus Financial Group
New York
$469K +$86.1K +164 +25%
MKC
2199
M. Kraus & Co
Vermont
$469K +$112K +213 +35%
SFP
2200
Sterling Financial Planning
New Jersey
$468K -$142K -270 -25%
86 87
88
89 90