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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
2601
Marks Group Wealth Management
Minnesota
$649K – – –
SCP
2602
Seizert Capital Partners
Michigan
$649K – – –
AF
2603
Apexium Financial
Texas
$644K +$21.1K +27 +4%
FSC
2604
Full Sail Capital
Oklahoma
$644K -$11.7K -15 -2%
PFM
2605
Peak Financial Management
Massachusetts
$643K -$101K -130 -15%
BHA
2606
Beech Hill Advisors
New York
$642K – – –
CCP
2607
Clarity Capital Partners
California
$640K +$114K +146 +24%
KCFA
2608
Key Client Fiduciary Advisors
New Jersey
$639K -$2.34K -3 -0.4%
RA
2609
Rise Advisors
New York
$638K +$2.34K +3 +0.4%
SMG
2610
Smart Money Group
Texas
$638K +$37.5K +48 +7%
CA
2611
Cambridge Advisors
Nebraska
$637K -$780 -1 -0.1%
HCA
2612
Horan Capital Advisors
Ohio
$636K +$3.9K +5 +0.7%
PHS
2613
Pekin Hardy Strauss
Illinois
$635K -$35.1K -45 -6%
FFA
2614
Fragasso Financial Advisors
Pennsylvania
$634K +$33.6K +43 +6%
TC
2615
Trilogy Capital
California
$634K +$356K +456 +157%
TFO
2616
Tarbox Family Office
California
$633K – – –
BWM
2617
BCS Wealth Management
Tennessee
$633K -$3.12K -4 -0.5%
SL
2618
Salomon & Ludwin
Virginia
$632K -$191K -245 -25%
AWM
2619
Abound Wealth Management
Tennessee
$631K +$19.5K +25 +3%
IF
2620
Intrua Financial
Texas
$630K +$39.8K +51 +7%
AFPL
2621
Advus Financial Partners, LLC
Florida
$630K -$33.6K -43 -5%
PCMC
2622
Private Capital Management (Colorado)
Colorado
$629K -$6.24K -8 -1%
IF
2623
Insight Folios
North Carolina
$629K -$7.8K -10 -1%
AIA
2624
AIMZ Investment Advisors
California
$629K – – –
AHB
2625
Abner Herrman & Brock
New Jersey
$628K +$42.9K +55 +8%
103 104
105
106 107