We are live on ! Find out more
COST icon

Costco

Name Holding Trade Value Shares
Change
Change in
Stake
SW
501
SteelPeak Wealth
California
$15.6M +$7.05M +13,756 +101%
MCG
502
McCollum Christoferson Group
New York
$15.5M -$96.8K -189 -0.7%
AWM
503
Avitas Wealth Management
California
$15.4M +$290K +566 +2%
FHA
504
First Horizon Advisors
Tennessee
$15.4M -$211K -411 -1%
NMERB
505
New Mexico Educational Retirement Board
New Mexico
$15.3M -$1.02M -2,000 -7%
DWM
506
Doyle Wealth Management
Florida
$15.3M +$171K +334 +1%
Millennium Management
507
Millennium Management
New York
$15.3M +$1.33M +2,601 +11%
WC
508
Woodstock Corp
Massachusetts
$15.2M -$8.2K -16 -0.1%
KRS
509
Kentucky Retirement Systems
Kentucky
$15.2M +$450K +878 +3%
CTC
510
Central Trust Company
Missouri
$15.2M -$108K -210 -0.8%
RWP
511
RWA Wealth Partners
Massachusetts
$15.2M +$29.7K +58 +0.2%
WP
512
WealthPLAN Partners
Nebraska
$15.1M +$299K +583 +2%
BA
513
Bristlecone Advisors
Washington
$15.1M -$1.14M -2,218 -8%
AI
514
Atria Investments
North Carolina
$15.1M -$3.69M -7,208 -21%
RSS
515
Rosenblum Silverman Sutton
California
$15M -$424K -827 -3%
TCBWMS
516
Texas Capital Bank Wealth Management Services
Texas
$15M -$648K -1,266 -5%
HWM
517
HFR Wealth Management
New York
$15M +$13.8K +27 +0.1%
SC
518
SouthState Corp
Florida
$14.9M +$125K +244 +0.9%
CNB
519
Camden National Bank
Maine
$14.9M -$321K -627 -2%
GGS
520
Galvin Gaustad & Stein
Arizona
$14.7M -$961K -1,876 -7%
JSA
521
Jacobson & Schmitt Advisors
Wisconsin
$14.7M +$621K +1,213 +5%
AP
522
Appleton Partners
Massachusetts
$14.7M -$284K -554 -2%
BRWA
523
B. Riley Wealth Advisors
Florida
$14.6M +$869K +1,696 +7%
PFPT
524
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.6M +$364K +710 +3%
IAA
525
Independent Advisor Alliance
North Carolina
$14.6M +$510K +995 +4%