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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
2201
Wealth Advisory Solutions
Indiana
$240K +$4.4K +10 +2%
CG
2202
CFO4Life Group
Texas
$240K +$234K +533 New
GSC
2203
G&S Capital
Colorado
$239K -$4.4K -10 -2%
PWS
2204
Paragon Wealth Strategies
Florida
$238K – – –
WAM
2205
Winslow Asset Management
Ohio
$237K +$4.4K +10 +2%
Wealth Enhancement Advisory Services
2206
Wealth Enhancement Advisory Services
Minnesota
$236K -$4.8M -10,925 -96%
FCM
2207
Firestone Capital Management
Florida
$236K – – –
LBA
2208
Lowell Blake & Associates
Massachusetts
$236K +$231K +525 New
RCG
2209
Rock Creek Group
District of Columbia
$235K -$151K -344 -40%
OPOWM
2210
One Plus One Wealth Management
Florida
$235K +$440 +1 +0.2%
CWM
2211
Cordatus Wealth Management
Pennsylvania
$235K +$230K +524 New
RWM
2212
Raffa Wealth Management
District of Columbia
$235K – – –
CFO
2213
CVA Family Office
Colorado
$234K -$274K -624 -49%
DA
2214
DSC Advisors
Illinois
$234K -$16.3K -37 -7%
IWA
2215
Intercontinental Wealth Advisors
Texas
$234K -$2.2K -5 -1%
CIC
2216
Cornercap Investment Counsel
Georgia
$234K – – –
LBC
2217
Lowe Brockenbrough & Co
Virginia
$234K +$229K +520 New
MWM
2218
Mascoma Wealth Management
New Hampshire
$233K -$143K -326 -39%
OGF
2219
Orin Green Financial
California
$232K +$2.64K +6 +1%
ACM
2220
Anfield Capital Management
California
$231K – – –
HWM
2221
Holloway Wealth Management
Florida
$231K – – –
AIA
2222
Alera Investment Advisors
Illinois
$231K +$4.84K +11 +2%
MA
2223
MCF Advisors
Kentucky
$231K +$9.23K +21 +4%
LF
2224
Lantz Financial
Illinois
$230K – – –
RA
2225
Rodgers & Associates
Pennsylvania
$230K – – –