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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
TW
476
Trajan Wealth
Arizona
$27.2M +$4.11M +5,266 +20%
AF
477
Allworth Financial
California
$27.2M +$5.01M +6,418 +25%
Envestnet Portfolio Solutions
478
Envestnet Portfolio Solutions
Illinois
$27.2M -$572K -733 -2%
BFIM
479
Beese Fulmer Investment Management
Ohio
$26.9M -$17.2K -22 -0.1%
CGPCS
480
Capital Group Private Client Services
California
$26.9M -$1.65M -2,116 -6%
WT
481
Washington Trust
Rhode Island
$26.9M -$928K -1,189 -4%
MIF
482
Mediolanum International Funds
Ireland
$26.8M +$6.29M +8,066 +31%
MPM
483
MBB Public Markets
Illinois
$26.8M +$23.7M +30,354 +2,504%
DAC
484
Dividend Assets Capital
South Carolina
$26.7M +$467K +598 +2%
NPPM
485
North Point Portfolio Managers
Ohio
$26.6M -$48.4K -62 -0.2%
BWP
486
Barlow Wealth Partners
Kentucky
$26.3M +$758K +971 +3%
DILIC
487
Dai-ichi Life Insurance Company
Japan
$26.3M +$2.51M +3,213 +12%
AFG
488
Albion Financial Group
Utah
$26M +$58.5K +75 +0.2%
LRPA
489
L. Roy Papp & Associates
Arizona
$25.7M -$1.79M -2,289 -7%
SW
490
SVB Wealth
Massachusetts
$25.6M -$1.21M -1,555 -5%
CANY
491
Caxton Associates (New York)
New York
$25.5M +$23.4M +30,000 New
WTC
492
WhitTier Trust Company
Nevada
$25.5M -$283K -363 -1%
SIMG
493
Sonora Investment Management Group
Arizona
$25.4M
H
494
HoyleCohen
California
$25.4M -$446K -571 -2%
AA
495
Auxano Advisors
Washington
$25.3M -$951K -1,219 -4%
FMI
496
Factory Mutual Insurance
Massachusetts
$25.2M -$390K -500 -2%
BA
497
Bristlecone Advisors
Washington
$24.9M -$994K -1,274 -4%
SWM
498
Spire Wealth Management
Virginia
$24.9M -$1.73M -2,221 -7%
WAM
499
Weatherly Asset Management
California
$24.9M +$79.6K +102 +0.3%
MC
500
Middleton & Co
Massachusetts
$24.7M -$1.16M -1,483 -5%