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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
IIM
651
Ipswich Investment Management
Massachusetts
$5.86M -$6.72K -18 -0.1%
CI
652
Cigna Investments
Connecticut
$5.85M +$453K +1,213 +8%
DCM
653
Donaldson Capital Management
Indiana
$5.85M +$1.98M +5,310 +52%
RWP
654
RWA Wealth Partners
Massachusetts
$5.84M +$119K +319 +2%
TW
655
Transform Wealth
Colorado
$5.83M -$2.36M -6,306 -29%
FWM
656
Frontier Wealth Management
Missouri
$5.81M -$243K -651 -4%
FAIM
657
Financial Advocates Investment Management
Washington
$5.8M +$295K +789 +5%
SAM
658
Stewart Asset Management
New York
$5.78M +$959K +2,567 +20%
BFPW
659
BOK Financial Private Wealth
Colorado
$5.77M -$235K -629 -4%
CPA
660
Capital Planning Advisors
California
$5.76M -$633K -1,694 -10%
NA
661
NewEdge Advisors
Louisiana
$5.72M -$2.89M -7,725 -34%
FA
662
Faithward Advisors
Pennsylvania
$5.71M -$1.22M -3,261 -18%
AW
663
ACG Wealth
Georgia
$5.71M -$20.2K -54 -0.4%
CCM
664
Copeland Capital Management
Pennsylvania
$5.69M -$19.8K -53 -0.3%
Carson Wealth (CWM LLC)
665
Carson Wealth (CWM LLC)
Nebraska
$5.69M
TI
666
Trexquant Investment
Connecticut
$5.66M -$2.91M -7,799 -34%
V
667
Veritable
Delaware
$5.66M -$582K -1,558 -9%
ERWM
668
Elk River Wealth Management
Colorado
$5.64M +$5.6M +14,979 New
MPWT
669
MassMutual Private Wealth & Trust
Connecticut
$5.63M +$334K +895 +6%
MA
670
Montag & Associates
Georgia
$5.62M +$512K +1,370 +10%
CCG
671
Cypress Capital Group
Florida
$5.58M +$651K +1,743 +13%
MCM
672
Mattern Capital Management
Colorado
$5.55M +$37.7K +101 +0.7%
DBG
673
De Burlo Group
Massachusetts
$5.54M +$5.49M +14,700 New
DCM
674
Decatur Capital Management
Georgia
$5.44M -$121K -325 -2%
HFS
675
Haverford Financial Services
Pennsylvania
$5.43M -$5.23K -14 -0.1%