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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2226
Oarsman Capital
Wisconsin
$1.16M -$53.8K -62 -5%
SIA
2227
Strategic Investment Advisors
Michigan
$1.16M +$190K +219 +20%
PCS
2228
Personal CFO Solutions
New Jersey
$1.16M -$54.7K -63 -5%
SWA
2229
Sax Wealth Advisors
New Jersey
$1.16M +$114K +131 +11%
GC
2230
Guidance Capital
Kentucky
$1.15M -$22.6K -26 -2%
SAM
2231
Summit Asset Management
Tennessee
$1.15M -$2.6K -3 -0.2%
RFA
2232
Resurgent Financial Advisors
Georgia
$1.15M -$71.2K -82 -6%
MCM
2233
Morton Capital Management
California
$1.15M +$105K +121 +10%
OFS
2234
OneAscent Financial Services
Alabama
$1.15M +$1.74K +2 +0.2%
WA
2235
WP Advisors
California
$1.15M -$179K -206 -14%
TWM
2236
TCFG Wealth Management
California
$1.15M +$1.12M +1,293 New
FCA
2237
FLC Capital Advisors
California
$1.15M +$153K +176 +16%
FAM
2238
Formidable Asset Management
Ohio
$1.15M -$31.2K -36 -3%
TIM
2239
Tevis Investment Management
Texas
$1.15M +$40.8K +47 +4%
BOPW
2240
Brandywine Oak Private Wealth
Pennsylvania
$1.14M +$4.34K +5 +0.4%
MIM
2241
Montgomery Investment Management
Maryland
$1.14M – – –
MIM
2242
Merrion Investment Management
New Jersey
$1.14M +$86.8K +100 +8%
LAM
2243
Lewis Asset Management
California
$1.14M +$154K +178 +16%
VV
2244
Verity & Verity
South Carolina
$1.14M -$213K -245 -16%
GBWM
2245
Granite Bay Wealth Management
New Hampshire
$1.14M +$43.4K +50 +4%
CPA
2246
Capital Performance Advisors
California
$1.14M +$278K +320 +33%
PWA
2247
Providence Wealth Advisors
Illinois
$1.13M -$20.8K -24 -2%
PHAM
2248
Palisades Hudson Asset Management
Florida
$1.13M -$41.7K -48 -4%
TCB
2249
Texas Capital Bancshares
Texas
$1.13M -$1.74K -2 -0.2%
DWM
2250
Drive Wealth Management
Utah
$1.13M +$32.1K +37 +3%
88 89
90
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