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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2301
Centennial Wealth Advisory
Michigan
$202K +$198K +450 New
EGA
2302
E&G Advisors
Texas
$202K +$198K +450 New
WP
2303
WealthShield Partners
North Carolina
$201K -$74.7K -170 -27%
AWM
2304
Accel Wealth Management
Iowa
$201K -$11K -25 -5%
SFG
2305
Snider Financial Group
Washington
$201K +$180K +409 New
MS
2306
Mizuho Securities
Japan
$201K +$189K +429 +2,258%
SGCA
2307
Steel Grove Capital Advisors
Tennessee
$201K +$197K +448 New
FCMT
2308
Founders Capital Management (Texas)
Texas
$200K – – –
CCM
2309
Cribstone Capital Management
Maine
$199K -$739K -1,680 -79%
BWM
2310
Baystate Wealth Management
Massachusetts
$195K -$7.91K -18 -4%
FFA
2311
Freedman Financial Associates
Massachusetts
$193K +$76.5K +174 +68%
PP
2312
PrairieView Partners
Minnesota
$190K +$440 +1 +0.2%
CHC
2313
City Holding Co
West Virginia
$186K – – –
LC
2314
Lindbrook Capital
California
$182K +$4.4K +10 +3%
ACM
2315
Adalta Capital Management
New York
$180K – – –
HWM
2316
HighMark Wealth Management
Minnesota
$178K – – –
JGIA
2317
Jackson Grant Investment Advisers
Connecticut
$169K – – –
AIL
2318
AGF Investments LLC
Ontario, Canada
$168K -$11K -25 -6%
HWA
2319
HHM Wealth Advisors
Tennessee
$167K – – –
NIM
2320
NuWave Investment Management
New Jersey
$164K +$160K +364 New
TCWM
2321
Total Clarity Wealth Management
Illinois
$162K +$159K +361 New
PWM
2322
Prentice Wealth Management
New York
$159K +$14.1K +32 +10%
MAM
2323
McCarthy Asset Management
California
$155K -$33.4K -76 -18%
TC
2324
Tacita Capital
Ontario, Canada
$155K – – –
DOA
2325
D'Orazio & Associates
Virginia
$155K +$84.8K +193 +128%
91 92
93
94 95