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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EMC
3326
Everest Management Corp
California
$395K +$22.9K +23 +6%
SI
3327
Severin Investments
Missouri
$395K -$175K -176 -31%
HI
3328
Hoey Investments
Pennsylvania
$393K -$994 -1 -0.3%
GCM
3329
Gunderson Capital Management
South Carolina
$392K -$125K -126 -24%
RWM
3330
RBA Wealth Management
California
$390K -$29.8K -30 -7%
GA
3331
GoalVest Advisory
New York
$390K +$116K +117 +42%
RPCA
3332
Running Point Capital Advisors
California
$389K -$29.8K -30 -7%
SSWM
3333
Smith Salley Wealth Management
North Carolina
$388K -$48.7K -49 -11%
SR
3334
Syntax Research
Florida
$388K – – –
SCM
3335
Stonehearth Capital Management
Massachusetts
$387K – – –
YCG
3336
Yeomans Consulting Group
Georgia
$386K +$23.9K +24 +7%
MWM
3337
MinichMacGregor Wealth Management
New York
$386K -$174K -175 -31%
MWP
3338
Meridian Wealth Partners
Pennsylvania
$386K -$21.9K -22 -5%
NEWAS
3339
N.E.W. Advisory Services
Wisconsin
$386K -$127K -128 -25%
MLFP
3340
MPS Loria Financial Planners
Illinois
$386K +$994 +1 +0.3%
PC
3341
Port Capital
Illinois
$384K -$82.5K -83 -18%
FOR
3342
Family Office Research
Maryland
$383K – – –
BMD
3343
Better Money Decisions
New Mexico
$383K +$3.98K +4 +1%
MWM
3344
MBE Wealth Management
Wisconsin
$381K -$54.7K -55 -13%
SLA
3345
Silver Lake Advisory
Utah
$381K – – –
EA
3346
Efficient Advisors
Ohio
$381K +$383K +385 New
LWM
3347
LeConte Wealth Management
Tennessee
$381K +$127K +128 +50%
WIM
3348
Warwick Investment Management
Texas
$380K -$16.9K -17 -4%
TWM
3349
Topsail Wealth Management
North Carolina
$380K +$33.8K +34 +10%
LIM
3350
Lathrop Investment Management
Arkansas
$380K – – –
132 133
134
135 136