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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
IA
2326
Integrity Advisory
Kansas
$375K +$342K +651 New
SOAG
2327
Silver Oak Advisory Group
Oregon
$374K -$9.45K -18 -3%
BPFA
2328
Barnes Pettey Financial Advisors
Mississippi
$374K
VST
2329
Van Strum & Towne
California
$374K
HWA
2330
Heartwood Wealth Advisors
Virginia
$374K +$110K +210 +48%
TBWA
2331
Three Bridge Wealth Advisors
California
$374K +$341K +650 New
CAGAS
2332
Capital Advisory Group Advisory Services
Minnesota
$373K +$6.82K +13 +2%
HI
2333
Hendershot Investments
Virginia
$372K
SW
2334
SkyOak Wealth
Michigan
$372K
LDB
2335
Lee, Danner & Bass
Tennessee
$371K
EIA
2336
Edgemoor Investment Advisors
Maryland
$370K +$40.9K +78 +14%
BFG
2337
Beacon Financial Group
Texas
$370K +$332K +633 New
EF
2338
Exeter Financial
Arizona
$369K
MIM
2339
Martin Investment Management
Florida
$369K
FRM
2340
Fox Run Management
Connecticut
$369K +$336K +640 New
CYG
2341
Clean Yield Group
Vermont
$368K -$46.7K -89 -12%
MTC
2342
McDaniel Terry & Co
Texas
$367K +$64.5K +123 +24%
BSSFA
2343
Baron Silver Stevens Financial Advisors
Florida
$365K +$141K +268 +73%
AFPL
2344
Advus Financial Partners, LLC
Florida
$364K +$332K +632 New
CAAS
2345
Capital Asset Advisory Services
Michigan
$364K -$17.3K -33 -5%
GKFF
2346
George Kaiser Family Foundation
Oklahoma
$364K
NL
2347
Navalign LLC
California
$364K
EIA
2348
Eldridge Investment Advisors
New Hampshire
$363K
PA
2349
Parkside Advisors
California
$363K
SWA
2350
Sutton Wealth Advisors
Florida
$361K +$6.3K +12 +2%