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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
AIMC
601
Alley Investment Management Company
Illinois
$21.3M -$63.6K -64 -0.3%
PF
602
Phoenix Financial
Israel
$21.2M +$1.86M +1,875 +10%
RSWM
603
Robertson Stephens Wealth Management
California
$21.1M +$142K +143 +0.7%
NL
604
NWAM LLC
Washington
$21M +$482K +485 +2%
CL
605
Choreo LLC
Illinois
$21M +$451K +454 +2%
CTC
606
Central Trust Company
Missouri
$20.9M +$94.4K +95 +0.5%
CCMINC
607
Cardinal Capital Management Inc (North Carolina)
North Carolina
$20.9M -$358K -360 -2%
TIAA Trust, National Association
608
TIAA Trust, National Association
North Carolina
$20.9M +$77.5K +78 +0.4%
KHLMVGHM
609
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$20.8M +$7.97M +8,017 +62%
SWM
610
Segment Wealth Management
Texas
$20.8M -$386K -388 -2%
A
611
Allianz
Germany
$20.7M +$29.8K +30 +0.1%
RIG
612
Renaissance Investment Group
Massachusetts
$20.6M -$95.4K -96 -0.5%
MCG
613
McCollum Christoferson Group
New York
$20.6M -$505K -508 -2%
SFS
614
Sowell Financial Services
Arkansas
$20.5M -$125K -126 -0.6%
NMERB
615
New Mexico Educational Retirement Board
New Mexico
$20.5M
ISWM
616
Independent Solutions Wealth Management
New York
$20.4M +$52.7K +53 +0.3%
IA
617
IFP Advisors
Florida
$20.4M +$968K +974 +5%
GAM
618
Generali Asset Management
Italy
$20.4M +$1.72M +1,728 +9%
NW
619
NewEdge Wealth
Pennsylvania
$20.2M -$597K -601 -3%
ORI
620
Oak Ridge Investments
Illinois
$20M +$247K +249 +1%
RMA
621
Roffman Miller Associates
Pennsylvania
$20M +$842K +847 +4%
KA
622
Kozak & Associates
Colorado
$19.9M -$55.7K -56 -0.3%
MIG
623
McGuire Investment Group
Rhode Island
$19.7M +$293K +295 +2%
LIP
624
Liontrust Investment Partners
United Kingdom
$19.7M -$8.13M -8,183 -29%
MMA
625
Miracle Mile Advisors
California
$19.6M +$6.66M +6,705 +51%