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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
501
B. Riley Wealth Advisors
Florida
$15.4M -$2.44M -4,831 -14%
HIC
502
Harvey Investment Company
Kentucky
$15.4M -$4.95M -9,775 -26%
BSA
503
Braun Stacey Associates
New York
$15.3M -$14.1M -27,813 -50%
CTA
504
Colonial Trust Advisors
South Carolina
$15.2M -$451K -892 -3%
CGH
505
Crossmark Global Holdings
Texas
$15.2M -$584K -1,155 -4%
TW
506
Transform Wealth
Colorado
$15.1M +$11.6K +23 +0.1%
PP
507
Prudential plc
United Kingdom
$15.1M -$241K -477 -2%
AAS
508
Avantax Advisory Services
Texas
$15M +$873K +1,726 +7%
ISWM
509
Independent Solutions Wealth Management
New York
$14.9M -$337K -667 -2%
AIM
510
Arcadia Investment Management
Michigan
$14.8M +$25.8K +51 +0.2%
Carson Wealth (CWM LLC)
511
Carson Wealth (CWM LLC)
Nebraska
$14.8M +$2.49M +4,915 +22%
DWM
512
Dakota Wealth Management
Florida
$14.6M +$5.53M +10,923 +67%
EWM
513
Empirical Wealth Management
Washington
$14.5M +$5.49M +10,841 +67%
CF
514
Clarity Financial
Texas
$14.5M +$12.7M +25,051 +1,351%
KLWA
515
Kelly Lawrence W & Associates
California
$14.4M -$3.03M -5,989 -18%
LWM
516
Lyell Wealth Management
California
$14.4M +$545K +1,077 +4%
OGC
517
Oak Grove Capital
New Hampshire
$14.4M -$3.4M -6,712 -20%
HFS
518
Haverford Financial Services
Pennsylvania
$14.3M -$55.7K -110 -0.4%
BONST
519
Bank of Nova Scotia Trust
Ontario, Canada
$14.3M +$412K +814 +3%
BA
520
Bristlecone Advisors
Washington
$14.3M -$961K -1,900 -7%
CCM
521
Copeland Capital Management
Pennsylvania
$14.2M +$4.85M +9,587 +57%
CSPIA
522
Cary Street Partners Investment Advisory
Virginia
$14.1M -$36.9K -73 -0.3%
QIM
523
Quantitative Investment Management
Virginia
$14M +$13.2M +26,088 New
FMC
524
First Merchants Corp
Indiana
$14M +$162K +321 +1%
MCM
525
Mengis Capital Management
Oregon
$14M -$70.3K -139 -0.5%