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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
HI
2301
Human Investing
Oregon
$23K -$10.1K -27 -31%
CAGAS
2302
Capital Advisory Group Advisory Services
Minnesota
$23K – – –
MAWCM
2303
Mine & Arao Wealth Creation & Management
California
$23K – – –
SC
2304
Steph & Co
Wisconsin
$23K – – –
SSWG
2305
Seven Springs Wealth Group
Tennessee
$22K – – –
CTB
2306
Country Trust Bank
Illinois
$21K – – –
DWA
2307
Dougherty Wealth Advisers
Minnesota
$20K – – –
IWP
2308
IAG Wealth Partners
Wisconsin
$20K +$19.8K +53 New
LAM
2309
Lountzis Asset Management
Pennsylvania
$19K – – –
CPFP
2310
Clear Perspectives Financial Planning
Ohio
$19K +$18.7K +50 New
CPWM
2311
Cypress Point Wealth Management
Texas
$19K +$18.7K +50 New
WFA
2312
West Financial Advisors
Iowa
$19K +$18.7K +50 New
CL
2313
COWA LLC
Oklahoma
$19K +$20.2K +54 New
TCCM
2314
Timber Creek Capital Management
Massachusetts
$18K -$9.34K -25 -33%
EWM
2315
Edge Wealth Management
New York
$18K – – –
DCM
2316
Disciplina Capital Management
Tennessee
$17.3K +$17.2K +46 New
CH
2317
Canton Hathaway
Rhode Island
$15K – – –
SA
2318
SRH Advisors
Kansas
$15K – – –
APC
2319
Aspire Private Capital
North Carolina
$14K – – –
SWM
2320
Selective Wealth Management
Virginia
$12K – – –
AW
2321
Avion Wealth
Texas
$10K – – –
SMG
2322
Spectrum Management Group
Indiana
$10K – – –
MS
2323
Mizuho Securities
Japan
$10K +$9.71K +26 New
FPW
2324
Flagship Private Wealth
Massachusetts
$9.98K +$10.5K +28 New
CWAF
2325
Core Wealth Advisors (Florida)
Florida
$9K -$2.62K -7 -23%