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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
2426
Sandbox Financial Partners
Maryland
$311K +$3.91K +8 +1%
SEC
2427
Seven Eight Capital
New York
$311K +$333K +681 New
WC
2428
Weil Company
California
$310K -$29.3K -60 -8%
DACG
2429
Donor Advised Charitable Giving
California
$310K +$332K +680 New
GA
2430
GFS Advisors
Texas
$310K +$54.7K +112 +20%
TW
2431
Towerpoint Wealth
California
$309K -$4.89K -10 -1%
CFA
2432
Compass Financial Advisors
Indiana
$309K
LCC
2433
Lincoln Capital Corp
Rhode Island
$309K -$27.9K -57 -8%
HIM
2434
HughesLittle Investment Management
$308K
CIM
2435
Confluence Investment Management
Missouri
$308K
KCFA
2436
Key Client Fiduciary Advisors
New Jersey
$308K +$39.1K +80 +13%
AIM
2437
Allen Investment Management
New York
$308K -$10.8K -22 -3%
VC
2438
Veracity Capital
Georgia
$307K +$3.42K +7 +1%
LBC
2439
Lowe Brockenbrough & Co
Virginia
$307K +$34.2K +70 +12%
EA
2440
Eclectic Associates
California
$307K -$23.9K -49 -7%
HHAM
2441
HITE Hedge Asset Management
Massachusetts
$306K
TIP
2442
Torray Investment Partners
Maryland
$306K
IWM
2443
Integris Wealth Management
California
$306K +$327K +669 New
SB
2444
Sunflower Bank
Texas
$305K -$76.7K -157 -19%
FFG
2445
Frisch Financial Group
New York
$305K +$489 +1 +0.2%
SMC
2446
Smith, Moore & Co
Missouri
$305K +$43K +88 +15%
CWA
2447
Canvas Wealth Advisors
Kansas
$304K +$93.8K +192 +44%
CFA
2448
CWS Financial Advisors
Michigan
$303K +$21K +43 +5%
EIA
2449
Edgemoor Investment Advisors
Maryland
$303K +$4.89K +10 +2%
SAS
2450
Sanford Advisory Services
Michigan
$303K +$37.6K +77 +13%