We are live on ! Find out more
COST icon

Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
2576
Cetera Trust Company
Minnesota
$999K – – –
MCM
2577
Magnolia Capital Management
New York
$998K – – –
SHWM
2578
Smith & Howard Wealth Management
Georgia
$997K +$99.4K +100 +11%
WWM
2579
Waterway Wealth Management
Texas
$996K +$725K +729 +263%
DMBA
2580
Deseret Mutual Benefit Administrators
Utah
$995K – – –
HAIM
2581
Hunter Associates Investment Management
Pennsylvania
$993K – – –
TFA
2582
Trinity Financial Advisors
Ohio
$993K – – –
PP
2583
PrairieView Partners
Minnesota
$990K +$2.98K +3 +0.3%
PAM
2584
Parvin Asset Management
South Dakota
$990K – – –
UBS O'Connor
2585
UBS O'Connor
Illinois
$990K – – –
RHJA
2586
Rice Hall James & Associates
California
$990K +$994K +1,000 New
FFG
2587
Frisch Financial Group
New York
$987K +$327K +329 +49%
CS
2588
Capital Square
Tennessee
$987K +$32.8K +33 +3%
CWM
2589
Concentrum Wealth Management
California
$986K +$213K +214 +27%
GWM
2590
Greenwich Wealth Management
Connecticut
$986K -$1.99K -2 -0.2%
LFS
2591
Littlejohn Financial Services
Oregon
$985K -$19.9K -20 -2%
BSB
2592
Bangor Savings Bank
Maine
$984K – – –
SIS
2593
Sound Income Strategies
Florida
$982K +$5.96K +6 +0.6%
RFW
2594
Rainier Family Wealth
Washington
$977K +$58.6K +59 +6%
VV
2595
Verity & Verity
South Carolina
$976K – – –
EC
2596
EdgeRock Capital
Colorado
$976K +$279K +281 +40%
WAM
2597
Weinberger Asset Management
California
$973K +$1.99K +2 +0.2%
PFA
2598
Pettinga Financial Advisors
Indiana
$970K -$3.98K -4 -0.4%
Walleye Capital
2599
Walleye Capital
New York
$969K -$302K -304 -24%
TIP
2600
Tandem Investment Partners
New Jersey
$969K +$112K +113 +13%