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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2776
SMART Wealth
Nebraska
$559K -$149K -172 -21%
AOI
2777
Auto-Owners Insurance
Michigan
$559K – – –
OCM
2778
Osterweis Capital Management
California
$556K -$234K -270 -30%
BAM
2779
Bosun Asset Management
Illinois
$555K -$1.74K -2 -0.3%
SFG
2780
SevenBridge Financial Group
Pennsylvania
$555K +$57.3K +66 +12%
PCMN
2781
Paradigm Capital Management (Nevada)
Nevada
$554K +$542K +625 New
TSWM
2782
Triangle Securities Wealth Management
North Carolina
$552K -$4.34K -5 -0.8%
CBB
2783
Citizens Business Bank
California
$552K -$43.4K -50 -7%
TW
2784
Towerpoint Wealth
California
$551K -$60.8K -70 -10%
CCM
2785
Canal Capital Management
Virginia
$551K – – –
VPP
2786
Vertex Planning Partners
Illinois
$551K +$2.6K +3 +0.5%
SCA
2787
Stonebridge Capital Advisors
Minnesota
$550K -$868 -1 -0.2%
TPW
2788
Talon Private Wealth
Florida
$548K +$537K +619 New
BAG
2789
Bridgewealth Advisory Group
California
$545K +$32.1K +37 +6%
GHAM
2790
Gilman Hill Asset Management
Connecticut
$544K – – –
1WM
2791
1900 Wealth Management
Texas
$543K – – –
AGC
2792
Aspen Grove Capital
Colorado
$543K -$92K -106 -15%
FSC
2793
Full Sail Capital
Oklahoma
$539K -$130K -150 -20%
SEP
2794
Southland Equity Partners
Missouri
$537K +$27.8K +32 +6%
RCM
2795
Requisite Capital Management
Texas
$537K -$86.8K -100 -14%
HB
2796
Horizon Bancorp
Indiana
$537K +$13K +15 +3%
IF
2797
IRON Financial
Illinois
$536K -$279K -322 -35%
GWM
2798
Gitterman Wealth Management
New Jersey
$534K – – –
MCI
2799
MRP Capital Investments
Georgia
$532K -$8.68K -10 -2%
LCM
2800
Lattice Capital Management
Washington
$532K – – –
110 111
112
113 114