We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
2251
Garden State Investment Advisory Services
New Jersey
$764K +$59.3K +100 +10%
MA
2252
Modus Advisors
Minnesota
$763K +$158K +267 +30%
P
2253
&Partners
Tennessee
$762K +$236K +398 +51%
JSL
2254
JT Stratford LLC
Georgia
$762K -$134K -226 -16%
PCIG
2255
Partners Capital Investment Group
Massachusetts
$758K -$10.7K -18 -2%
VCG
2256
Vantage Consulting Group
Virginia
$757K -$117K -198 -15%
WAAG
2257
Wealth Alliance Advisory Group
Kansas
$757K +$680K +1,147 New
WCM
2258
Windsor Capital Management
Arizona
$756K -$561K -946 -45%
UBV
2259
United Bank (Virginia)
Virginia
$756K +$442K +745 +186%
CCA
2260
Childress Capital Advisors
Texas
$756K -$19.6K -33 -3%
PWG
2261
Portside Wealth Group
Utah
$754K +$55.7K +94 +9%
TI
2262
Truepoint Inc
Ohio
$753K +$143K +241 +27%
LIA
2263
LBMC Investment Advisors
Tennessee
$753K – – –
IFS
2264
Intelligent Financial Strategies
Minnesota
$753K – – –
KCPG
2265
Kavar Capital Partners Group
Kansas
$752K – – –
BAM
2266
Blueshift Asset Management
New Jersey
$752K +$675K +1,139 New
USWIA
2267
UP Strategic Wealth Investment Advisors
Pennsylvania
$751K +$674K +1,138 New
CVM
2268
Cheviot Value Management
California
$751K -$117K -198 -15%
TCOTS
2269
Trust Company of the South
North Carolina
$751K +$674K +1,137 New
OCPWS
2270
One Charles Private Wealth Services
Massachusetts
$748K +$10.1K +17 +2%
HWM
2271
Heirloom Wealth Management
Colorado
$746K – – –
SMA
2272
Seven Mile Advisory
New Jersey
$745K +$10.1K +17 +2%
IWN
2273
Independent Wealth Network
Iowa
$745K +$37.9K +64 +6%
WLG
2274
Williamson Legacy Group
Indiana
$743K +$667K +1,126 New
FFC
2275
First Financial Corp
Indiana
$741K -$29K -49 -4%
89 90
91
92 93