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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2451
PBMares Wealth Management
Virginia
$1.09M +$1.86K +2 +0.2%
PAS
2452
PKS Advisory Services
New York
$1.09M +$964K +1,039 New
OL
2453
OneFund LLC
Florida
$1.09M +$24.1K +26 +2%
AAM
2454
Aureus Asset Management
Massachusetts
$1.09M +$624K +672 +130%
PPP
2455
Private Portfolio Partners
New Jersey
$1.09M +$22.3K +24 +2%
DWA
2456
Delap Wealth Advisory
Oregon
$1.08M -$10.2K -11 -0.9%
MAMG
2457
Milestone Asset Management Group
Connecticut
$1.08M +$1.1M +1,184 New
IIC
2458
Integrated Investment Consultants
Michigan
$1.08M – – –
ACM
2459
Aster Capital Management
United Arab Emirates
$1.08M -$6.04M -6,507 -85%
AF
2460
Atala Financial
California
$1.08M +$1.1M +1,181 New
LKIM
2461
Lawson Kroeker Investment Management
Nebraska
$1.08M -$1.86K -2 -0.2%
HWA
2462
Heartwood Wealth Advisors
Virginia
$1.08M +$1.86K +2 +0.2%
VWM
2463
Valley Wealth Managers
New Jersey
$1.08M +$42.7K +46 +4%
TA
2464
TPG Advisors
Illinois
$1.08M – – –
VCM
2465
Verde Capital Management
Michigan
$1.07M -$254K -274 -19%
PBO
2466
Peoples Bank (Ohio)
Ohio
$1.07M -$213K -230 -16%
AIM
2467
Acropolis Investment Management
Missouri
$1.07M -$928 -1 -0.1%
BIC
2468
Beach Investment Counsel
Pennsylvania
$1.07M -$1.89M -2,038 -64%
PCM
2469
Penserra Capital Management
California
$1.06M +$680K +733 +171%
SFCL
2470
Strengthening Families & Communities LLC
Massachusetts
$1.06M – – –
EA
2471
Enclave Advisors
Texas
$1.06M +$24.1K +26 +2%
AFO
2472
Arrowroot Family Office
California
$1.05M +$124K +134 +13%
BIG
2473
Builder Investment Group
Georgia
$1.05M – – –
AWM
2474
Accurate Wealth Management
Florida
$1.05M +$39K +42 +4%
EFA
2475
Evernest Financial Advisors
Indiana
$1.05M -$65K -70 -6%
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