We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2301
Towerpoint Wealth
California
$390K – – –
VCM
2302
Vigilant Capital Management
Maine
$389K -$78.7K -150 -18%
CC
2303
Callan Capital
California
$389K +$21K +40 +6%
HIM
2304
HughesLittle Investment Management
$389K – – –
AIM
2305
Allen Investment Management
New York
$388K -$78.7K -150 -18%
RBFC
2306
Roman Butler Fullerton & Co
Missouri
$387K -$666K -1,270 -65%
VC
2307
Veracity Capital
Georgia
$386K -$56.2K -107 -14%
HHAM
2308
HITE Hedge Asset Management
Massachusetts
$386K – – –
EWA
2309
Evolution Wealth Advisors
Florida
$385K -$13.1K -25 -4%
CWM
2310
Cabot Wealth Management
Massachusetts
$384K +$525 +1 +0.2%
SMA
2311
Sage Mountain Advisors
Georgia
$384K +$26.8K +51 +8%
QPW
2312
Quantum Private Wealth
Florida
$383K +$105K +200 +43%
OGF
2313
Orin Green Financial
California
$382K +$92.4K +176 +36%
PW
2314
Peninsula Wealth
California
$381K +$6.3K +12 +2%
TSWM
2315
Tyler-Stone Wealth Management
Ohio
$381K +$99.7K +190 +40%
MTC
2316
Matrix Trust Company
Colorado
$381K +$347K +662 New
CG
2317
CFO4Life Group
Texas
$380K +$22K +42 +7%
CA
2318
Crewe Advisors
Utah
$379K -$2.62K -5 -0.8%
TCWM
2319
Total Clarity Wealth Management
Illinois
$379K +$90.8K +173 +36%
DIA
2320
Davidson Investment Advisors
Montana
$377K – – –
WCG
2321
Weaver Consulting Group
California
$377K +$5.25K +10 +2%
WAAG
2322
Wealth Alliance Advisory Group
Kansas
$377K +$344K +655 New
FG
2323
Foster Group
Iowa
$376K – – –
CFA
2324
Compass Financial Advisors
Indiana
$375K – – –
PI
2325
PFS Investments
Georgia
$375K +$126K +241 +59%
91 92
93
94 95