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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
676
Capital Planning Advisors
California
$6.59M -$88.4K -201 -1%
AAS
677
Avantax Advisory Services
Texas
$6.58M +$318K +724 +5%
CIA
678
Covington Investment Advisors
Pennsylvania
$6.54M -$96.7K -220 -1%
PIM
679
Penobscot Investment Management
Massachusetts
$6.5M +$28.6K +65 +0.5%
VCA
680
Verdence Capital Advisors
Maryland
$6.49M +$112K +254 +2%
PWM
681
Purus Wealth Management
California
$6.47M +$10.6K +24 +0.2%
GBA
682
Garrison Bradford & Associates
New York
$6.44M -$41.8K -95 -0.7%
Vanguard Personalized Indexing Management
683
Vanguard Personalized Indexing Management
California
$6.41M +$615K +1,400 +11%
HZ
684
Hixon Zuercher
Ohio
$6.39M +$60.2K +137 +1%
GFA
685
Gifford Fong Associates
California
$6.38M
HW
686
Hancock Whitney
Mississippi
$6.37M -$1.28M -2,915 -17%
CCG
687
Cypress Capital Group
Florida
$6.35M -$119K -270 -2%
BCPWM
688
Bradley & Co Private Wealth Management
Florida
$6.34M -$62.9K -143 -1%
APA
689
American Portfolios Advisors
New York
$6.33M +$138K +313 +2%
EWM
690
Empirical Wealth Management
Washington
$6.33M -$388K -883 -6%
PA
691
Perennial Advisors
New York
$6.27M +$56.3K +128 +0.9%
RMC
692
Resources Management Corp
Connecticut
$6.26M +$39.1K +89 +0.6%
LNWWM
693
Laird Norton Wetherby Wealth Management
California
$6.26M +$12.3K +28 +0.2%
MA
694
Montag & Associates
Georgia
$6.24M -$138K -314 -2%
RMAM
695
Raab & Moskowitz Asset Management
New Jersey
$6.2M +$8.79K +20 +0.1%
CT
696
Cambridge Trust
Massachusetts
$6.17M +$85.3K +194 +1%
CI
697
Cigna Investments
Connecticut
$6.14M -$102K -232 -2%
SW
698
SteelPeak Wealth
California
$6.14M +$2.23M +5,069 +59%
GGI
699
GPM Growth Investors
Michigan
$6.12M -$5.28K -12 -0.1%
BL
700
BFSG LLC
California
$6.08M -$50.6K -115 -0.8%