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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
KI
2976
Kapitalo Investimentos
Brazil
$310K +$302K +423 New
FMI
2977
F/M Investments
District of Columbia
$309K +$5.71K +8 +2%
DWM
2978
Denver Wealth Management
Colorado
$309K -$134K -188 -31%
RAM
2979
Riggs Asset Management
Pennsylvania
$308K +$5.71K +8 +2%
CCIA
2980
Campbell & Co Investment Adviser
Maryland
$308K +$301K +421 New
NFP
2981
Narus Financial Partners
Utah
$308K +$17.8K +25 +6%
SCM
2982
Seascape Capital Management
New Hampshire
$308K – – –
CP
2983
Covenant Partners
Tennessee
$308K – – –
AG
2984
Algert Global
California
$308K +$14.3K +20 +5%
NB
2985
Northwest Bancshares
Pennsylvania
$307K +$299K +419 New
HHRDM
2986
H&H Retirement Design & Management
Nevada
$306K – – –
CNWM
2987
Clay Northam Wealth Management
California
$306K -$8.57K -12 -3%
PWP
2988
Pursue Wealth Partners
California
$306K – – –
WN
2989
Williams & Novak
California
$304K – – –
MIAS
2990
Mason Investment Advisory Services
Virginia
$303K – – –
SFS
2991
Security Financial Services
Indiana
$303K +$27.8K +39 +10%
MWA
2992
Motive Wealth Advisors
Michigan
$303K +$296K +414 New
OPOWM
2993
One Plus One Wealth Management
Florida
$303K – – –
NCFG
2994
New Century Financial Group
New Jersey
$302K +$27.1K +38 +10%
DIM
2995
Delta Investment Management
California
$302K +$18.6K +26 +7%
PSIWM
2996
Paradigm Strategies in Wealth Management
Minnesota
$300K – – –
SPWM
2997
Schrum Private Wealth Management
Florida
$300K +$292K +409 New
GPA
2998
Guidance Point Advisors
Massachusetts
$299K +$291K +407 New
LRIC
2999
Long Road Investment Counsel
Michigan
$299K – – –
SFG
3000
Summit Financial Group
West Virginia
$299K – – –
118 119
120
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