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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
451
CWA Asset Management Group
Florida
$16.7M +$799K +1,629 +5%
BRWA
452
B. Riley Wealth Advisors
Florida
$16.6M -$163K -332 -1%
OGC
453
Oak Grove Capital
New Hampshire
$16.6M -$2.55M -5,192 -13%
Fiera Capital (Canada)
454
Fiera Capital (Canada)
Quebec, Canada
$16.6M -$2.61M -5,323 -14%
RWP
455
RWA Wealth Partners
Massachusetts
$16.6M +$358K +730 +2%
Squarepoint
456
Squarepoint
New York
$16.5M -$126M -257,057 -89%
WTB
457
Washington Trust Bank
Washington
$16.4M +$1.07M +2,178 +7%
KJWM
458
Kiley Juergens Wealth Management
Washington
$16.3M +$347K +707 +2%
Vanguard Personalized Indexing Management
459
Vanguard Personalized Indexing Management
California
$16.2M +$2.71M +5,516 +20%
KWM
460
Kingsview Wealth Management
Oregon
$16.2M +$204K +416 +1%
JC
461
Jacobs & Co
California
$16.1M -$273K -556 -2%
JEST
462
JTC Employer Solutions Trustee
Jersey
$16.1M -$2.94M -6,000 -16%
PFO
463
Pathstone Family Office
New Jersey
$15.9M -$3.27M -6,663 -18%
ACM
464
Advisors Capital Management
New Jersey
$15.8M +$1.35M +2,744 +9%
AA
465
Auxano Advisors
Washington
$15.8M -$7.36K -15 -0%
MC
466
Middleton & Co
Massachusetts
$15.8M +$140K +286 +0.9%
MAM
467
Mastrapasqua Asset Management
Tennessee
$15.8M +$163K +333 +1%
DAC
468
Dividend Assets Capital
South Carolina
$15.8M
SIMG
469
Sonora Investment Management Group
Arizona
$15.8M +$430K +876 +3%
ZAM
470
Zevin Asset Management
Massachusetts
$15.6M -$210K -429 -1%
CTC (Chicago Trading Company)
471
CTC (Chicago Trading Company)
Illinois
$15.6M +$15.5M +31,694 New
PWAG
472
Polaris Wealth Advisory Group
California
$15.6M +$529K +1,078 +4%
H
473
HoyleCohen
California
$15.5M -$54K -110 -0.4%
IAA
474
Independent Advisor Alliance
North Carolina
$15.4M +$968K +1,974 +7%
BFIM
475
Beese Fulmer Investment Management
Ohio
$15.4M +$221K +450 +1%