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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
2326
Truepoint Inc
Ohio
$338K -$42.7K -82 -10%
PMG
2327
ProVise Management Group
Florida
$338K +$47.3K +91 +15%
LA
2328
LVW Advisors
New York
$338K +$87.9K +169 +31%
SWA
2329
Sutton Wealth Advisors
Florida
$338K +$18.7K +36 +5%
KIG
2330
Kowal Investment Group
Wisconsin
$337K +$28.6K +55 +8%
AHB
2331
Abner Herrman & Brock
New Jersey
$336K – – –
6F
2332
626 Financial
Michigan
$336K +$8.32K +16 +2%
PA
2333
Parkside Advisors
California
$336K +$51K +98 +16%
MPM
2334
Meritage Portfolio Management
Kansas
$335K -$11.9M -22,889 -97%
FBA
2335
Front Barnett Associates
Illinois
$334K – – –
TA
2336
Trellis Advisors
Washington
$334K +$1.04K +2 +0.3%
IAG
2337
Investmark Advisory Group
Connecticut
$334K +$108K +208 +42%
SW
2338
Simplicity Wealth
New Jersey
$333K +$367K +705 New
FCAG
2339
First Capital Advisors Group
New Jersey
$331K -$81.7K -157 -18%
SIA
2340
SkyView Investment Advisors
New Jersey
$331K -$81.7K -157 -18%
AIM
2341
Allen Investment Management
New York
$329K +$11.4K +22 +3%
CA
2342
Calton & Associates
Florida
$328K -$23.4K -45 -6%
RB
2343
Renasant Bank
Mississippi
$328K +$101K +194 +39%
CPW
2344
Catalyst Private Wealth
California
$327K +$520 +1 +0.1%
JWM
2345
Janiczek Wealth Management
Colorado
$327K +$25.5K +49 +8%
TSWM
2346
Tyler-Stone Wealth Management
Ohio
$326K – – –
AFT
2347
Alpha Family Trust
California
$326K +$65K +125 +22%
CWM
2348
Curi Wealth Management
North Carolina
$326K +$195K +374 +119%
Q
2349
QVR
California
$325K +$131K +251 +57%
TW
2350
Towerpoint Wealth
California
$324K +$5.2K +10 +1%
92 93
94
95 96