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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
ERWM
601
Elk River Wealth Management
Colorado
$9.76M +$372K +759 +4%
CA
602
Clearstead Advisors
Ohio
$9.74M +$431K +878 +5%
RJT
603
Raymond James Trust
Florida
$9.72M +$815K +1,662 +9%
CIP
604
Chartwell Investment Partners
Pennsylvania
$9.68M -$830K -1,693 -8%
M
605
MOTCO
Texas
$9.67M +$27.5K +56 +0.3%
HWM
606
HFR Wealth Management
New York
$9.66M -$490 -1 -0%
BCI
607
Brinker Capital Investments
Pennsylvania
$9.65M +$2.59M +5,279 +37%
OPS
608
Orion Portfolio Solutions
Nebraska
$9.65M +$7.28M +14,841 +324%
TBA
609
Tower Bridge Advisors
Pennsylvania
$9.64M +$144K +294 +2%
AP
610
Appleton Partners
Massachusetts
$9.62M -$1.8M -3,676 -16%
ANBT
611
American National Bank & Trust
Texas
$9.61M +$434K +885 +5%
CJL
612
Cyrus J. Lawrence
New York
$9.59M -$4.91K -10 -0.1%
SWM
613
Segment Wealth Management
Texas
$9.56M +$372K +758 +4%
CBT
614
Central Bank & Trust
Kentucky
$9.54M -$253K -515 -3%
TC
615
TownSquare Capital
Utah
$9.52M +$2.74M +5,594 +41%
SIC
616
Salem Investment Counselors
North Carolina
$9.48M -$680K -1,387 -7%
USCWA
617
U.S. Capital Wealth Advisors
Texas
$9.43M -$657K -1,339 -7%
TAM
618
Thematics Asset Management
France
$9.41M
MIG
619
McGuire Investment Group
Rhode Island
$9.35M -$125K -254 -1%
FMTC
620
Farmers & Merchants Trust Company
California
$9.34M -$276K -563 -3%
MCM
621
McKinley Capital Management
Alaska
$9.29M +$117K +239 +1%
CTI
622
Community Trust & Investment
Kentucky
$9.26M +$174K +354 +2%
Luther King Capital Management (LKCM)
623
Luther King Capital Management (LKCM)
Texas
$9.23M -$23.1K -47 -0.3%
OAM
624
Oppenheimer Asset Management
New York
$9.16M -$1.16M -2,371 -11%
LA
625
Lakeside Advisors
Washington
$9.14M -$547K -1,115 -6%