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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2301
Cranbrook Wealth Management
Michigan
$31K +$2.44K +7 +9%
COCM
2302
Charter Oak Capital Management
New Hampshire
$30K – – –
CFN
2303
Cordasco Financial Network
Florida
$30K +$29.2K +84 New
SJIM
2304
St. Johns Investment Management
Florida
$27K +$26.5K +76 New
FWM
2305
Filbrandt Wealth Management
Wisconsin
$26K – – –
LGWM
2306
Litman Gregory Wealth Management
California
$26K – – –
YAL
2307
Your Advocates Ltd
Texas
$26K – – –
AIA
2308
Arcadia Investment Advisors
Idaho
$25.9K +$172K +495 +9,900%
DCM
2309
Disciplina Capital Management
Tennessee
$25.8K +$9.4K +27 +59%
RA
2310
Resolute Advisors
California
$25K +$39K +112 +933%
CAGAS
2311
Capital Advisory Group Advisory Services
Minnesota
$22K – – –
SC
2312
Steph & Co
Wisconsin
$22K +$1.04K +3 +5%
FMP
2313
Financial Management Professionals
Texas
$21K -$57.8K -166 -74%
MAWCM
2314
Mine & Arao Wealth Creation & Management
California
$21K – – –
SSWG
2315
Seven Springs Wealth Group
Tennessee
$21K – – –
FI
2316
FormulaFolio Investments
Michigan
$19K -$2.92M -8,401 -99%
M1FG
2317
Mach-1 Financial Group
Arkansas
$19K -$1.1M -3,170 -98%
CTB
2318
Country Trust Bank
Illinois
$19K – – –
CL
2319
COWA LLC
Oklahoma
$19K – – –
IWP
2320
IAG Wealth Partners
Wisconsin
$19K – – –
CPFP
2321
Clear Perspectives Financial Planning
Ohio
$18K – – –
DWA
2322
Dougherty Wealth Advisers
Minnesota
$18K – – –
WFA
2323
West Financial Advisors
Iowa
$18K – – –
TAM
2324
Tucker Asset Management
Colorado
$17.6K -$4.18K -12 -19%
LAM
2325
Lountzis Asset Management
Pennsylvania
$17.6K – – –
91 92
93
94 95