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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2201
Fairhaven Wealth Management
Illinois
$395K +$197K +389 +89%
BA
2202
Ballast Advisors
Minnesota
$393K
SFM
2203
Signet Financial Management
New Jersey
$392K -$23.8K -47 -5%
FCCM
2204
First City Capital Management
Georgia
$392K -$507 -1 -0.1%
CG
2205
Cutler Group
California
$391K -$415K -818 -50%
CFA
2206
CWS Financial Advisors
Michigan
$391K -$32K -63 -7%
GIM
2207
Guardian Investment Management
California
$391K +$7.61M +15,000 New
MKC
2208
M. Kraus & Co
Vermont
$390K
CBA
2209
Coastal Bridge Advisors
Connecticut
$389K -$96.4K -190 -19%
Vanguard Capital Wealth Advisors
2210
Vanguard Capital Wealth Advisors
Colorado
$389K +$28.4K +56 +7%
SIA
2211
Sit Investment Associates
Minnesota
$388K -$20.3K -40 -5%
PMG
2212
Private Management Group
California
$387K +$2.54K +5 +0.6%
KFA
2213
Kelleher Financial Advisors
New York
$387K +$12.7K +25 +3%
WCM
2214
Wedge Capital Management
North Carolina
$387K +$409K +807 New
MHR
2215
Matthew Hamilton Rosenberg
$385K +$4.06K +8 +1%
SWM
2216
Selective Wealth Management
Virginia
$384K -$88.8K -175 -18%
VC
2217
Veery Capital
Delaware
$384K -$4.06K -8 -1%
MA
2218
Modus Advisors
Minnesota
$384K +$22.3K +44 +6%
WBCM
2219
Wilson & Boucher Capital Management
California
$383K -$30.4K -60 -7%
PC
2220
Permanens Capital
New York
$383K
F4L
2221
Fortune 45 LLC
Louisiana
$383K +$41.6K +82 +11%
HIP
2222
HUB Investment Partners
Texas
$382K -$134K -265 -25%
SFP
2223
Sterling Financial Planning
New Jersey
$382K -$8.62K -17 -2%
PWW
2224
Pettyjohn Wood & White
Virginia
$382K
TI
2225
Truepoint Inc
Ohio
$382K