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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
UIA
2451
Ulland Investment Advisors
Minnesota
$276K +$5.2K +10 +2%
FFA
2452
Fragasso Financial Advisors
Pennsylvania
$276K +$20.8K +40 +7%
FVWA
2453
Foster Victor Wealth Advisors
South Carolina
$276K +$52K +100 +21%
SCA
2454
Sandy Cove Advisors
Massachusetts
$276K +$75.4K +145 +33%
HWA
2455
Heartwood Wealth Advisors
Virginia
$275K
BFM
2456
Boothbay Fund Management
New York
$275K +$303K +583 New
LWP
2457
Legacy Wealth Planning
Nevada
$274K -$39K -75 -11%
OIM
2458
Oder Investment Management
California
$274K
KPWG
2459
KFA Private Wealth Group
Virginia
$274K +$6.24K +12 +2%
SMC
2460
Smith, Moore & Co
Missouri
$274K +$18.2K +35 +6%
UAS
2461
United Asset Strategies
New York
$273K -$2.08K -4 -0.7%
BWM
2462
Blossom Wealth Management
California
$272K +$12K +23 +4%
MAM
2463
Magellan Asset Management
Australia
$272K +$47.9K +92 +19%
Bank Julius Baer & Co
2464
Bank Julius Baer & Co
Switzerland
$269K -$250K -481 -46%
CWP
2465
Concord Wealth Partners
Virginia
$268K -$35.9K -69 -11%
TFGT
2466
TS Financial Group (TSFG)
Illinois
$268K +$43.2K +83 +17%
MYIA
2467
Mount Yale Investment Advisors
Colorado
$268K +$295K +567 New
GA
2468
GFS Advisors
Texas
$268K +$295K +568 New
CF
2469
Copperwynd Financial
Arizona
$267K -$1.04K -2 -0.4%
JSAM
2470
J. Safra Asset Management
New York
$267K
NDSI
2471
Newman Dignan & Sheerar Inc
Rhode Island
$267K
FCIM
2472
Fairview Capital Investment Management
California
$266K +$10.4K +20 +4%
BZWA
2473
Blue Zone Wealth Advisors
California
$266K +$22.4K +43 +8%
LWM
2474
Liberty Wealth Management
California
$265K -$91K -175 -24%
YWS
2475
Yarger Wealth Strategies
Ohio
$265K +$520 +1 +0.2%