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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
MPAM
2301
Murphy Pohlad Asset Management
Minnesota
$723K +$24.3K +41 +4%
EW
2302
Enzi Wealth
Texas
$722K -$83K -140 -12%
CWP
2303
Capital Wealth Planning
Florida
$718K +$295K +497 +84%
BHPW
2304
Beverly Hills Private Wealth
California
$718K +$122K +206 +23%
MFS
2305
Mirabella Financial Services
United Kingdom
$717K -$433K -731 -40%
TWM
2306
Trueblood Wealth Management
Ohio
$717K +$644K +1,086 New
AWM
2307
Affinity Wealth Management
Delaware
$717K +$35.6K +60 +6%
AAM
2308
Aureus Asset Management
Massachusetts
$716K +$1.19K +2 +0.2%
ASI
2309
Advisory Services & Investments
Oregon
$712K -$10.1K -17 -2%
SDH
2310
Sloy Dahl & Holst
Washington
$711K +$133K +225 +26%
NJBEST
2311
New Jersey Better Educational Savings Trust
New Jersey
$710K
CTC
2312
Cetera Trust Company
Minnesota
$709K +$637K +1,074 New
CWA
2313
Clearview Wealth Advisors
Oregon
$707K +$593 +1 +0.1%
AFP
2314
Alpha Financial Partners
Kentucky
$705K -$68.8K -116 -10%
ACP
2315
Aveo Capital Partners
Colorado
$703K +$80K +135 +15%
PA
2316
Parkside Advisors
California
$699K
TFA
2317
Teamwork Financial Advisors
Texas
$698K -$84.8K -143 -12%
VEA
2318
Virtus ETF Advisers
New York
$697K -$168K -283 -21%
DMBA
2319
Deseret Mutual Benefit Administrators
Utah
$697K -$156K -263 -20%
LG
2320
LaFleur & Godfrey
Michigan
$695K
AWA
2321
Amplius Wealth Advisors
Pennsylvania
$694K +$1.78K +3 +0.3%
PPP
2322
Private Portfolio Partners
New Jersey
$693K -$3.56K -6 -0.6%
LAM
2323
Lewis Asset Management
California
$692K +$621K +1,048 New
MWM
2324
Mascoma Wealth Management
New Hampshire
$691K -$7.71K -13 -1%
EI
2325
Ellevest Inc
New York
$691K -$35K -59 -5%