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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
2601
LFS Asset Management
California
$201K +$213K +420 New
EBA
2602
Eagle Bay Advisors
New York
$201K +$15.2K +30 +8%
CNWM
2603
Clay Northam Wealth Management
California
$200K – – –
PGAM
2604
Princeton Global Asset Management
New Jersey
$200K – – –
PWP
2605
Pursue Wealth Partners
California
$200K – – –
HWA
2606
HHM Wealth Advisors
Tennessee
$199K -$20.3K -40 -9%
RAM
2607
Riggs Asset Management
Pennsylvania
$198K -$30.4K -60 -13%
CCA
2608
Column Capital Advisors
Indiana
$197K -$13.2K -26 -6%
HF
2609
Halpern Financial
Virginia
$192K – – –
AP
2610
Arlington Partners
Alabama
$191K -$30.4K -60 -13%
HWM
2611
HighMark Wealth Management
Minnesota
$190K – – –
CCM
2612
Cribstone Capital Management
Maine
$186K -$4.57K -9 -2%
JGIA
2613
Jackson Grant Investment Advisers
Connecticut
$183K +$1.52K +3 +0.8%
HWMA
2614
Heritage Wealth Management (Arizona)
Arizona
$182K -$222K -437 -54%
SIS
2615
Sound Income Strategies
Florida
$181K -$45.7K -90 -19%
AAP
2616
Arax Advisory Partners
Colorado
$174K +$24.4K +48 +15%
HIIFS
2617
Harel Insurance Investments & Financial Services
Israel
$172K -$270K -532 -60%
ECM
2618
Elgethun Capital Management
South Dakota
$172K – – –
GC
2619
Giverny Capital
Quebec, Canada
$168K – – –
TC
2620
Tacita Capital
Ontario, Canada
$165K – – –
CMBA
2621
C.M. Bidwell & Associates
Hawaii
$163K -$281K -553 -62%
SC
2622
Sierra Capital
Florida
$163K -$1.01K -2 -0.6%
CIA
2623
Cascade Investment Advisors
Oregon
$163K – – –
LPP
2624
Life Planning Partners
Florida
$156K – – –
RA
2625
Rise Advisors
New York
$156K +$55.8K +110 +51%
103 104
105
106 107