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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
451
Lido Advisors
California
$22.6M +$275K +464 +1%
BCP
452
Blue Chip Partners
Michigan
$22.6M +$794K +1,340 +4%
AAS
453
Annex Advisory Services
Wisconsin
$22.6M +$1.91M +3,216 +10%
HIC
454
Harvey Investment Company
Kentucky
$22.5M -$726K -1,225 -3%
SW
455
SVB Wealth
Massachusetts
$22.5M -$6.08M -10,253 -23%
GLA
456
Great Lakes Advisors
Illinois
$22.4M +$1.44M +2,424 +8%
PFPT
457
Pinnacle Financial Partners (Tennessee)
Tennessee
$21.9M -$36.7K -62 -0.2%
ACM
458
Advisors Capital Management
New Jersey
$21.9M +$152K +257 +0.8%
WT
459
Washington Trust
Rhode Island
$21.9M -$263K -444 -1%
KJWM
460
Kiley Juergens Wealth Management
Washington
$21.8M -$282K -476 -1%
CA
461
Cornerstone Advisors
North Carolina
$21.8M -$2.67M -4,500 -12%
AC
462
Abbrea Capital
California
$21.6M +$200K +337 +1%
JEST
463
JTC Employer Solutions Trustee
Jersey
$21.5M
IAA
464
Independent Advisor Alliance
North Carolina
$21.4M +$875K +1,477 +5%
ACIM
465
Azimuth Capital Investment Management
Michigan
$21.3M -$124K -210 -0.6%
GGS
466
Galvin Gaustad & Stein
Arizona
$21.3M -$1.56M -2,635 -8%
ZIM
467
Zacks Investment Management
Illinois
$21.2M -$1.49M -2,510 -7%
VHAM
468
Van Hulzen Asset Management
California
$21.2M -$114K -193 -0.6%
SIMG
469
Sonora Investment Management Group
Arizona
$21.2M -$151K -255 -0.8%
DAC
470
Dividend Assets Capital
South Carolina
$21.2M -$164K -276 -0.9%
HAFG
471
Hansen & Associates Financial Group
California
$21.1M +$17.6M +29,744 New
QIM
472
Quantitative Investment Management
Virginia
$21.1M +$11.9M +20,153 +172%
RPGK
473
Retirement Planning Group (Kansas)
Kansas
$21M +$18.7M +31,473 +7,968%
ZAM
474
Zevin Asset Management
Massachusetts
$21M +$99K +167 +0.5%
BA
475
Bristlecone Advisors
Washington
$21M +$824K +1,391 +5%