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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
2551
Guerra Pan Advisors
New Jersey
$221K – – –
GSC
2552
G&S Capital
Colorado
$220K -$30.4K -60 -12%
FF
2553
Friedenthal Financial
New Jersey
$220K – – –
PGA
2554
Portland Global Advisors
Maine
$220K – – –
VBWMG
2555
Von Berge Wealth Management Group
California
$220K – – –
AR
2556
Apeiron RIA
Texas
$220K +$135K +267 +72%
NEWAS
2557
N.E.W. Advisory Services
Wisconsin
$220K +$233K +459 New
ZIG
2558
Zuckerman Investment Group
Illinois
$220K +$233K +459 New
WOSD
2559
WFA of San Diego
California
$219K -$191K -377 -45%
BHB
2560
Bank Hapoalim BM
Israel
$219K – – –
OPTFSNA
2561
Old Point Trust & Financial Services N A
Virginia
$219K – – –
CCP
2562
Cassia Capital Partners
North Carolina
$219K +$26.4K +52 +13%
KFI
2563
Key Financial Inc
Pennsylvania
$218K +$16.2K +32 +8%
SAM
2564
Stone Asset Management
Texas
$217K +$38K +75 +20%
MS
2565
Madden Securities
Texas
$217K +$39.6K +78 +21%
BCM
2566
Bourgeon Capital Management
Connecticut
$216K – – –
SFG
2567
Summit Financial Group
West Virginia
$216K – – –
MIC
2568
Means Investment Company
Maine
$216K +$1.52K +3 +0.7%
FNB
2569
Farmers National Bank
Kentucky
$216K -$5.07K -10 -2%
AWP
2570
Abacus Wealth Partners
California
$215K +$18.8K +37 +9%
MIS
2571
Morningstar Investment Services
Illinois
$214K +$20.8K +41 +10%
SC
2572
Sonen Capital
California
$214K +$226K +446 New
P
2573
&Partners
Tennessee
$214K +$227K +447 New
FCMT
2574
Founders Capital Management (Texas)
Texas
$213K – – –
SWM
2575
Scissortail Wealth Management
Oklahoma
$213K – – –
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