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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
2301
Capital Advisory Group Advisory Services
Minnesota
$23K
MAWCM
2302
Mine & Arao Wealth Creation & Management
California
$23K
SC
2303
Steph & Co
Wisconsin
$23K
SSWG
2304
Seven Springs Wealth Group
Tennessee
$22K
CTB
2305
Country Trust Bank
Illinois
$21K
DWA
2306
Dougherty Wealth Advisers
Minnesota
$20K
IWP
2307
IAG Wealth Partners
Wisconsin
$20K +$19.8K +53 New
LAM
2308
Lountzis Asset Management
Pennsylvania
$19K
CPFP
2309
Clear Perspectives Financial Planning
Ohio
$19K +$18.7K +50 New
CPWM
2310
Cypress Point Wealth Management
Texas
$19K +$18.7K +50 New
WFA
2311
West Financial Advisors
Iowa
$19K +$18.7K +50 New
CL
2312
COWA LLC
Oklahoma
$19K +$20.2K +54 New
TCCM
2313
Timber Creek Capital Management
Massachusetts
$18K -$9.34K -25 -33%
EWM
2314
Edge Wealth Management
New York
$18K
DCM
2315
Disciplina Capital Management
Tennessee
$17.3K +$17.2K +46 New
CH
2316
Canton Hathaway
Rhode Island
$15K
SA
2317
SRH Advisors
Kansas
$15K
APC
2318
Aspire Private Capital
North Carolina
$14K
SWM
2319
Selective Wealth Management
Virginia
$12K
AW
2320
Avion Wealth
Texas
$10K
SMG
2321
Spectrum Management Group
Indiana
$10K
MS
2322
Mizuho Securities
Japan
$10K +$9.71K +26 New
FPW
2323
Flagship Private Wealth
Massachusetts
$9.98K +$10.5K +28 New
CWAF
2324
Core Wealth Advisors (Florida)
Florida
$9K -$2.62K -7 -23%
MA
2325
MCF Advisors
Kentucky
$9K