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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2851
Strategic Advocates
Utah
$319K – – –
SCA
2852
Stonebridge Capital Advisors
Minnesota
$319K -$16.6K -28 -5%
HNW
2853
High Note Wealth
Minnesota
$319K – – –
CMAI
2854
Capital Management Associates Inc
Minnesota
$319K +$286K +483 New
CCA
2855
Cottonwood Capital Advisors
Utah
$318K +$22.5K +38 +9%
SMG
2856
Smart Money Group
Texas
$317K +$52.2K +88 +22%
WAM
2857
WNY Asset Management
New York
$317K -$2.37K -4 -0.8%
OA
2858
Oracle Alpha
Ontario, Canada
$316K +$284K +479 New
MSWM
2859
McGlone Suttner Wealth Management
Wisconsin
$316K +$1.78K +3 +0.6%
TC
2860
Trust Company
Kansas
$316K +$40.9K +69 +17%
FVWA
2861
Foster Victor Wealth Advisors
South Carolina
$315K -$2.96K -5 -1%
SCM
2862
Steele Capital Management
Iowa
$315K +$283K +477 New
6F
2863
626 Financial
Michigan
$315K -$38.5K -65 -12%
NCM
2864
Noesis Capital Mangement
Florida
$315K +$20.7K +35 +8%
SP
2865
Successful Portfolios
Florida
$314K +$34.4K +58 +14%
SWAG
2866
Spectrum Wealth Advisory Group
California
$314K – – –
BRA
2867
Biechele Royce Advisors
Indiana
$313K -$4.15K -7 -1%
CWA
2868
Consilio Wealth Advisors
Washington
$312K +$52.7K +89 +23%
HAM
2869
Harmony Asset Management
Arizona
$312K +$280K +473 New
PCI
2870
Planning Center Inc
Illinois
$311K +$11.3K +19 +4%
VP
2871
Verum Partners
North Carolina
$311K -$1.78K -3 -0.6%
SCM
2872
Saxony Capital Management
Missouri
$311K +$279K +471 New
FWM
2873
FSA Wealth Management
Massachusetts
$310K +$14.8K +25 +6%
HHRDM
2874
H&H Retirement Design & Management
Nevada
$310K – – –
BMD
2875
Better Money Decisions
New Mexico
$310K -$1.19K -2 -0.4%
113 114
115
116 117