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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
526
Lyell Wealth Management
California
$4.15M -$33.9K -152 -0.7%
TA
527
Tiedemann Advisors
New York
$4.11M +$2.92M +13,079 +184%
AC
528
Alley Company
Illinois
$4.1M +$310K +1,387 +7%
RIG
529
Renaissance Investment Group
Massachusetts
$4.09M +$59.9K +268 +1%
Northwestern Mutual Wealth Management
530
Northwestern Mutual Wealth Management
Wisconsin
$4.07M +$327K +1,464 +8%
WWM
531
Willingdon Wealth Management
North Carolina
$4.05M +$81.7K +366 +2%
HFM
532
Hartford Financial Management
Connecticut
$4.05M -$38.6K -173 -0.9%
WAM
533
Wolverine Asset Management
Illinois
$4.02M -$238K -1,064 -5%
CII
534
Capital International Inc
California
$4.02M -$123K -550 -3%
Daiwa Securities Group
535
Daiwa Securities Group
Japan
$4.01M +$156K +700 +4%
CC
536
Cipher Capital
New York
$4M +$4.38M +19,616 New
SAIG
537
Semper Augustus Investments Group
Colorado
$3.98M -$67K -300 -2%
GLA
538
Great Lakes Advisors
Illinois
$3.96M +$874K +3,915 +25%
FMTC
539
Farmers & Merchants Trust Company
California
$3.95M +$4.33M +19,382 New
WF
540
WoodTrust Financial
Wisconsin
$3.92M -$4.47K -20 -0.1%
B
541
Barings
North Carolina
$3.91M
CAN
542
Cetera Advisor Networks
California
$3.9M -$96.5K -432 -2%
KRS
543
Kentucky Retirement Systems
Kentucky
$3.88M +$86.2K +386 +2%
RWM
544
RKL Wealth Management
Pennsylvania
$3.87M -$210K -940 -5%
Balyasny Asset Management
545
Balyasny Asset Management
Illinois
$3.87M +$4.24M +18,994 New
SIM
546
Sonora Investment Management
Arizona
$3.86M +$771K +3,451 +22%
NL
547
NWAM LLC
Washington
$3.85M +$14.1K +63 +0.3%
NG
548
Northstar Group
New York
$3.85M -$49.6K -222 -1%
AIS
549
Accurate Investment Solutions
Pennsylvania
$3.84M +$2.81M +12,581 +201%
V
550
Veritable
Delaware
$3.82M +$168K +751 +4%