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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
RCC
2401
Red Cedar Capital
Nebraska
$52K – – –
BDWM
2402
Brewin Dolphin Wealth Management
Ireland
$51.7K – – –
BIA
2403
Bell Investment Advisors
California
$51K +$49.7K +113 New
VRM
2404
Vectors Research Management
New York
$50K -$16.7K -38 -25%
JWBC
2405
John W. Brooker & Co
California
$49K – – –
SFPG
2406
Stonebridge Financial Planning Group
Florida
$49K – – –
CFN
2407
Cordasco Financial Network
Florida
$47K +$8.79K +20 +24%
GPA
2408
Guidance Point Advisors
Massachusetts
$47K +$46.6K +106 New
CWM
2409
Cranbrook Wealth Management
Michigan
$46K +$8.79K +20 +24%
POIA
2410
Pin Oak Investment Advisors
Texas
$45K -$11K -25 -20%
DWMG
2411
DB Wealth Management Group
California
$45K – – –
WFA
2412
West Financial Advisors
Iowa
$45K – – –
BA
2413
Bellwether Advisors
Nebraska
$44K – – –
FMTCOCP
2414
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$42K – – –
DCM
2415
Disciplina Capital Management
Tennessee
$42K +$1.32K +3 +3%
CPC
2416
Consolidated Planning Corp
Georgia
$41K +$40K +91 New
COCM
2417
Charter Oak Capital Management
New Hampshire
$38K – – –
CH
2418
Canton Hathaway
Rhode Island
$38K +$37.4K +85 New
PA
2419
PSI Advisors
Florida
$37K +$36K +82 New
FWM
2420
Filbrandt Wealth Management
Wisconsin
$36K +$2.64K +6 +8%
YAL
2421
Your Advocates Ltd
Texas
$33K – – –
EWM
2422
Edge Wealth Management
New York
$33K +$8.35K +19 +35%
Baillie Gifford & Co
2423
Baillie Gifford & Co
United Kingdom
$29K -$6.15K -14 -18%
SC
2424
Steph & Co
Wisconsin
$28K – – –
AIA
2425
Arcadia Investment Advisors
Idaho
$27.2K -$13.2K -30 -6%