We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2301
Parkside Advisors
California
$358K -$15.9K -31 -5%
DPI
2302
Diversified Portfolios Inc
Michigan
$357K +$322K +629 New
WWA
2303
WC Walker & Associates
California
$356K +$57.4K +112 +19%
SAM
2304
Secure Asset Management
Michigan
$355K -$37.4K -73 -10%
PHK
2305
Point72 Hong Kong
Hong Kong
$355K +$320K +625 New
E
2306
Ergoteles
New York
$355K +$321K +626 New
APA
2307
Astoria Portfolio Advisors
New York
$354K +$319K +623 New
DI
2308
Diligent Investors
California
$354K +$320K +624 New
GWM
2309
Gitterman Wealth Management
New Jersey
$353K – – –
LOPW
2310
Live Oak Private Wealth
North Carolina
$352K +$12.3K +24 +4%
CG
2311
CFO4Life Group
Texas
$352K +$44K +86 +16%
AC
2312
Avestar Capital
New York
$352K +$318K +620 New
CCG
2313
Chatham Capital Group
Georgia
$351K – – –
DOA
2314
D'Orazio & Associates
Virginia
$351K +$140K +274 +80%
FCFC
2315
First Citizens Financial Corp
Iowa
$350K -$265K -518 -46%
SCA
2316
Stonebridge Capital Advisors
Minnesota
$350K -$6.15K -12 -2%
PFM
2317
Peak Financial Management
Massachusetts
$350K – – –
SWA
2318
Sutton Wealth Advisors
Florida
$349K +$3.58K +7 +1%
SMA
2319
Sage Mountain Advisors
Georgia
$349K -$54.3K -106 -15%
WMA
2320
West Michigan Advisors
Michigan
$349K +$315K +615 New
PSF
2321
Pacific Sun Financial
California
$348K – – –
HFS
2322
Heritage Financial Services
Massachusetts
$348K +$314K +614 New
BAM
2323
Baldrige Asset Management
Pennsylvania
$347K – – –
LWP
2324
Legacy Wealth Planning
Nevada
$345K -$24.1K -47 -7%
FFG
2325
Frisch Financial Group
New York
$343K -$512 -1 -0.2%
91 92
93
94 95