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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
2451
Key Client Fiduciary Advisors
New Jersey
$288K +$260K +507 New
CNAM
2452
Campbell Newman Asset Management
Wisconsin
$287K – – –
SFG
2453
Summit Financial Group
West Virginia
$287K – – –
QTM
2454
qPULA Trading Management
New York
$287K +$259K +505 New
AWM
2455
Avondale Wealth Management
Texas
$286K – – –
SAS
2456
Sanford Advisory Services
Michigan
$286K +$5.12K +10 +2%
SFS
2457
Summit Financial Strategies
Ohio
$286K +$5.12K +10 +2%
AMR
2458
Asset Management Resources
Massachusetts
$286K +$258K +504 New
RWM
2459
Raffa Wealth Management
District of Columbia
$285K -$10.2K -20 -4%
AIM
2460
Acropolis Investment Management
Missouri
$284K – – –
BWM
2461
BigSur Wealth Management
Florida
$284K – – –
EPA
2462
Element Pointe Advisors
Florida
$284K – – –
VWA
2463
VERITY Wealth Advisors
United States
$284K – – –
WCM
2464
Wunderlich Capital Managemnt
Tennessee
$284K – – –
FWP
2465
Falcon Wealth Planning
California
$284K +$5.12K +10 +2%
ACP
2466
Aveo Capital Partners
Colorado
$284K +$20K +39 +8%
MAP
2467
Milestone Advisory Partners
North Carolina
$284K +$256K +500 New
VFG
2468
V2 Financial group
Illinois
$284K – – –
MIM
2469
Merrion Investment Management
New Jersey
$283K – – –
ET
2470
Equitable Trust
Tennessee
$283K +$255K +498 New
MIM
2471
Meixler Investment Management
Arizona
$283K +$256K +499 New
PCM
2472
Prelude Capital Management
New York
$282K -$856K -1,672 -77%
SOW
2473
State of Wyoming
Wyoming
$281K +$3.58K +7 +1%
TFGT
2474
TS Financial Group (TSFG)
Illinois
$281K +$4.61K +9 +2%
PP
2475
PrairieView Partners
Minnesota
$281K +$36.9K +72 +17%