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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
LS
2676
Leelyn Smith
Illinois
$151K – – –
PG
2677
Proffitt & Goodson
Tennessee
$148K -$7.17K -14 -5%
SC
2678
Steph & Co
Wisconsin
$148K +$101K +198 +314%
RIM
2679
Rockbridge Investment Management
New York
$146K +$51.2K +100 +64%
IWP
2680
IAG Wealth Partners
Wisconsin
$144K +$102K +200 +377%
GCS
2681
Gordian Capital (Singapore)
Singapore
$142K +$128K +250 New
OF
2682
Outfitter Financial
Maine
$142K +$128K +250 New
CCA
2683
Catalyst Capital Advisors
New York
$139K -$10.2K -20 -8%
KFS
2684
Kelly Financial Services
Massachusetts
$139K – – –
SC
2685
Seldon Capital
California
$135K +$122K +238 New
CB
2686
Community Bank
New York
$134K – – –
CFFP
2687
Center for Financial Planning
Michigan
$131K – – –
PP
2688
PFS Partners
New Jersey
$129K +$117K +228 New
FA
2689
Financial Avengers
California
$127K – – –
EMFAT
2690
Emerald Mutual Fund Advisers Trust
Pennsylvania
$125K +$113K +220 New
MS
2691
Mizuho Securities
Japan
$123K -$119K -232 -52%
RCM
2692
Ravenstone Capital Management
$123K -$13.8K -27 -11%
SFG
2693
Steward Financial Group
Texas
$121K +$109K +213 New
FPWM
2694
FSB Premier Wealth Management
Iowa
$121K +$110K +214 New
TF
2695
TimeScale Financial
Massachusetts
$120K +$6.15K +12 +6%
CSWM
2696
Cassady Schiller Wealth Management
Ohio
$120K +$108K +211 New
FCT
2697
First Community Trust
Iowa
$118K +$106K +207 New
EARNEST Partners
2698
EARNEST Partners
Georgia
$114K – – –
PFSC
2699
Peoples Financial Services Corp
Pennsylvania
$114K – – –
EFS
2700
Econ Financial Services
Pennsylvania
$114K +$102K +200 New