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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
JWS
2351
Juncture Wealth Strategies
Arizona
$329K +$297K +580 New
UWPG
2352
Ullmann Wealth Partners Group
Florida
$328K +$7.68K +15 +3%
KCM
2353
Karp Capital Management
California
$328K +$10.8K +21 +4%
JFA
2354
JNBA Financial Advisors
Minnesota
$328K +$18.4K +36 +7%
DLG
2355
Daniel L. Goodwin
$327K -$56.3K -110 -16%
TWM
2356
TMD Wealth Management
Arizona
$327K
Wealth Enhancement Advisory Services
2357
Wealth Enhancement Advisory Services
Minnesota
$327K +$88.1K +172 +35%
IWN
2358
Independent Wealth Network
Iowa
$326K -$64K -125 -18%
NB
2359
Northwest Bancshares
Pennsylvania
$326K -$62.5K -122 -18%
AAM
2360
Arabesque Asset Management
United Kingdom
$326K -$12.3K -24 -4%
SFFS
2361
Stonehage Fleming Financial Services
Jersey
$326K
LCC
2362
Lincoln Capital Corp
Rhode Island
$326K +$40.5K +79 +16%
6F
2363
626 Financial
Michigan
$326K +$295K +575 New
GCA
2364
Gradient Capital Advisors
California
$325K +$5.12K +10 +2%
AWP
2365
Ascent Wealth Partners
New York
$325K +$32.3K +63 +12%
IFO
2366
Independent Family Office
New York
$324K
CAM
2367
Capco Asset Management
Florida
$322K
KPWG
2368
KFA Private Wealth Group
Virginia
$322K +$512 +1 +0.2%
AS
2369
Altshuler Shaham
Israel
$322K +$200K +390 +219%
EIA
2370
Edgemoor Investment Advisors
Maryland
$321K
PI
2371
Pachira Investments
California
$321K +$6.66K +13 +2%
UAS
2372
United Asset Strategies
New York
$320K +$3.07K +6 +1%
TTWM
2373
TCV Trust & Wealth Management
Virginia
$320K +$11.8K +23 +4%
CRIG
2374
Charter Research & Investment Group
Connecticut
$318K -$10.2K -20 -3%
EFL
2375
ERn Financial LLC
Wisconsin
$318K