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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2276
AXS Investments
New York
$370K +$407K +783 New
KFA
2277
Kelleher Financial Advisors
New York
$369K -$13K -25 -3%
PP
2278
Pegasus Partners
Wisconsin
$368K +$3.12K +6 +0.8%
FP
2279
Financial Perspectives
Minnesota
$366K +$46.3K +89 +13%
PAM
2280
Palisade Asset Management
Minnesota
$366K – – –
IWN
2281
Independent Wealth Network
Iowa
$366K +$2.6K +5 +0.6%
PP
2282
PDS Planning
Ohio
$365K -$169K -325 -30%
RW
2283
RVW Wealth
California
$364K +$33.8K +65 +9%
HI
2284
Hendershot Investments
Virginia
$364K +$65K +125 +19%
VC
2285
Vicus Capital
Pennsylvania
$360K -$6.76K -13 -2%
WI
2286
WrapManager Inc
California
$360K +$112K +215 +39%
TFO
2287
Tarbox Family Office
California
$359K -$260K -500 -40%
PWS
2288
Peloton Wealth Strategists
Indiana
$359K -$15.6K -30 -4%
SFP
2289
Sterling Financial Planning
New Jersey
$358K -$20.3K -39 -5%
CG
2290
CFO4Life Group
Texas
$358K +$143K +275 +57%
WAM
2291
Weinberger Asset Management
California
$358K +$520 +1 +0.1%
LPIC
2292
LeJeune Puetz Investment Counsel
Michigan
$357K – – –
TIM
2293
Thompson Investment Management
Wisconsin
$356K -$1.56K -3 -0.4%
CM
2294
Crestline Management
Texas
$356K +$392K +754 New
MGWM
2295
Marks Group Wealth Management
Minnesota
$355K -$8.84K -17 -2%
CAGAS
2296
Capital Advisory Group Advisory Services
Minnesota
$355K +$53.6K +103 +16%
DLG
2297
Daniel L. Goodwin
$353K -$170K -326 -30%
AT
2298
Arvest Trust
Oklahoma
$353K -$18.2K -35 -4%
LDB
2299
Lee, Danner & Bass
Tennessee
$352K +$8.84K +17 +2%
GWM
2300
Gitterman Wealth Management
New Jersey
$352K +$11.4K +22 +3%
90 91
92
93 94