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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2301
Drive Wealth Management
Utah
$352K +$92.1K +177 +31%
CAM
2302
Concorde Asset Management
Michigan
$351K – – –
WC
2303
Weil Company
California
$350K +$50.5K +97 +15%
AIA
2304
AIMZ Investment Advisors
California
$349K -$59.8K -115 -13%
LRIC
2305
Long Road Investment Counsel
Michigan
$349K – – –
TC
2306
Truvestments Capital
Florida
$349K +$26K +50 +7%
WA
2307
Waverly Advisors
Alabama
$348K +$120K +231 +46%
BFA
2308
Bill Few Associates
Pennsylvania
$347K -$15.6K -30 -4%
OBWG
2309
Onyx Bridge Wealth Group
New York
$347K +$74.4K +143 +24%
LCC
2310
Lincoln Capital Corp
Rhode Island
$346K +$57.2K +110 +18%
ASFA
2311
All Season Financial Advisors
Colorado
$344K +$18.7K +36 +5%
SWM
2312
Soundmark Wealth Management
Washington
$343K -$84.3K -162 -18%
WWP
2313
Waypoint Wealth Partners
California
$343K -$3.64K -7 -1%
NRI
2314
NFP Retirement Inc
California
$343K +$2.6K +5 +0.7%
TWA
2315
Tillar-Wenstrup Advisors
Ohio
$342K – – –
BCP
2316
Berkeley Capital Partners
Georgia
$342K +$16.6K +32 +5%
AAM
2317
Aureus Asset Management
Massachusetts
$342K +$20.8K +40 +6%
EA
2318
Eclectic Associates
California
$341K – – –
EW
2319
Evoke Wealth
California
$341K +$32.8K +63 +10%
VFPI
2320
Vantage Financial Partners (Illinois)
Illinois
$340K – – –
RCWM
2321
Royal Capital Wealth Management
Indiana
$340K +$375K +721 New
FCCM
2322
First City Capital Management
Georgia
$339K -$52K -100 -12%
TLCM
2323
Twin Lakes Capital Management
California
$339K +$3.12K +6 +0.8%
NF
2324
Nvest Financial
New Hampshire
$339K +$26.5K +51 +8%
TCWA
2325
Ten Capital Wealth Advisors
Washington
$339K +$69.7K +134 +23%
91 92
93
94 95