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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2201
Affinity Wealth Management
Delaware
$489K -$46.1K -94 -9%
EL
2202
Essex LLC
Illinois
$489K
WCM
2203
WealthBridge Capital Management
Ohio
$488K +$7.36K +15 +2%
MCM
2204
McRae Capital Management
New Jersey
$486K
CFO
2205
Callan Family Office
Pennsylvania
$485K +$122K +248 +34%
TWM
2206
TMD Wealth Management
Arizona
$484K +$239K +488 +100%
KCM
2207
KRS Capital Management
Michigan
$484K
CIP
2208
Convergence Investment Partners
Florida
$484K -$3.43K -7 -0.7%
KCPG
2209
Kavar Capital Partners Group
Kansas
$483K
KA
2210
Klingman & Associates
New York
$483K +$4.91K +10 +1%
CST
2211
Charles Schwab Trust
Nevada
$483K
MAWA
2212
Moss Adams Wealth Advisors
Washington
$483K +$981 +2 +0.2%
BFWA
2213
Benchmark Financial Wealth Advisors
Florida
$483K -$4.41K -9 -0.9%
IWN
2214
Independent Wealth Network
Iowa
$482K +$49K +100 +11%
ZF
2215
Zhang Financial
Michigan
$480K +$474K +967 New
SQA
2216
Simon Quick Advisors
New Jersey
$478K +$178K +362 +60%
PI
2217
PFS Investments
Georgia
$476K -$26K -53 -5%
SL
2218
Sentinus LLC
Illinois
$475K +$253K +515 +117%
RLIM
2219
Red Lighthouse Investment Management
New York
$473K
GLAM
2220
Gardner Lewis Asset Management
Pennsylvania
$472K +$466K +950 New
CAL
2221
Capital Advisors Ltd
Ohio
$472K -$99.1K -202 -18%
Marshall Wace
2222
Marshall Wace
United Kingdom
$471K -$66.7M -136,023 -99%
EA
2223
Echo45 Advisors
California
$471K -$82.9K -169 -15%
PSP
2224
Principal Street Partners
Tennessee
$471K -$16.7K -34 -3%
PCS
2225
Personal CFO Solutions
New Jersey
$470K +$11.8K +24 +3%