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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
2701
Mraz Amerine & Associates
California
$900K – – –
TCOTS
2702
Trust Company of the South
North Carolina
$899K – – –
MIC
2703
Meridian Investment Counsel
California
$898K – – –
GCA
2704
Gradient Capital Advisors
California
$898K +$17.9K +18 +2%
CBB
2705
Citizens Business Bank
California
$895K -$113K -113 -11%
LWM
2706
LJI Wealth Management
Indiana
$894K -$4.98K -5 -0.5%
VP
2707
Verum Partners
North Carolina
$894K +$130K +130 +16%
AIS
2708
Advocate Investing Services
Maryland
$893K – – –
CSWG
2709
Cardinal Strategic Wealth Guidance
Kentucky
$892K – – –
CCM
2710
Chickasaw Capital Management
Tennessee
$891K +$99.6K +100 +12%
GS
2711
GTS Securities
Florida
$891K -$2.12M -2,130 -69%
JWS
2712
Juncture Wealth Strategies
Arizona
$890K +$949K +952 New
BMC
2713
Bear Mountain Capital
Washington
$885K +$996 +1 +0.1%
BWG
2714
Beta Wealth Group
California
$885K +$996 +1 +0.1%
MQWP
2715
Morey & Quinn Wealth Partners
Nebraska
$884K -$12K -12 -1%
OCPWS
2716
One Charles Private Wealth Services
Massachusetts
$883K +$8.97K +9 +1%
EA
2717
Everpar Advisors
Oklahoma
$883K -$52.8K -53 -5%
VC
2718
Veery Capital
Delaware
$883K -$12K -12 -1%
PCWA
2719
Pacific Capital Wealth Advisors
California
$882K -$38.9K -39 -4%
PMAM
2720
Picton Mahoney Asset Management
Ontario, Canada
$879K -$10M -10,058 -91%
QC
2721
Quantessence Capital
New York
$879K +$937K +940 New
FCIM
2722
Fairview Capital Investment Management
California
$878K -$4.98K -5 -0.5%
VAG
2723
VisionPoint Advisory Group
Texas
$878K -$46.8K -47 -5%
BW
2724
Blalock Williams
Alabama
$877K -$72.7K -73 -7%
LRIC
2725
Long Road Investment Counsel
Michigan
$877K – – –
107 108
109
110 111