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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
501
Lyell Wealth Management
California
$28.1M +$854K +859 +3%
WT
502
Washington Trust
Rhode Island
$28M -$323K -325 -1%
WAM
503
Weatherly Asset Management
California
$28M -$517K -520 -2%
ACIM
504
Azimuth Capital Investment Management
Michigan
$27.8M -$288K -290 -1%
PAS
505
Park Avenue Securities
New York
$27.7M +$27.8M +28,014 New
AA
506
Auxano Advisors
Washington
$27.7M -$294K -296 -1%
MAM
507
Madison Asset Management
Wisconsin
$27.7M -$3M -3,023 -10%
DAC
508
Dividend Assets Capital
South Carolina
$27.5M -$366K -368 -1%
SF
509
Summit Financial
New Jersey
$27.2M -$151K -152 -0.5%
DAS
510
Diversify Advisory Services
Utah
$27.2M +$6.11M +6,151 +29%
QT
511
Quantbot Technologies
New York
$27.1M +$6.19M +6,229 +29%
SCM
512
Sterling Capital Management
North Carolina
$27M +$4.42M +4,446 +19%
BTCPP
513
Border to Coast Pensions Partnership
United Kingdom
$26.8M – – –
HIMCH
514
Hartford Investment Management Co (HIMCO)
Connecticut
$26.5M -$314K -316 -1%
BA
515
Bristlecone Advisors
Washington
$26.4M -$1.89M -1,906 -7%
SC
516
SouthState Corp
Florida
$26.4M +$742K +747 +3%
OAC
517
OMERS Administration Corp
Ontario, Canada
$26.3M -$298K -300 -1%
BCM
518
Becker Capital Management
Oregon
$26.2M -$153K -154 -0.6%
GGI
519
Godsey & Gibb Inc
Virginia
$26.1M -$5.14M -5,176 -16%
NPPM
520
North Point Portfolio Managers
Ohio
$26.1M -$366K -368 -1%
LRPA
521
L. Roy Papp & Associates
Arizona
$26.1M -$721K -725 -3%
SWM
522
Spire Wealth Management
Virginia
$25.9M -$8.51M -8,560 -25%
FSCM
523
Front Street Capital Management
Montana
$25.7M -$782K -787 -3%
DWP
524
Daymark Wealth Partners
Ohio
$25.7M +$640K +644 +3%
DP
525
DDD Partners
Washington
$25.6M +$28.8K +29 +0.1%
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