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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
701
Institute for Wealth Management
Colorado
$2.54M +$8.34K +37 +0.3%
PWLP
702
Prio Wealth Limited Partnership
Massachusetts
$2.54M +$1.35K +6 +0.1%
CCM
703
Consolidated Capital Management
California
$2.53M -$3.38K -15 -0.1%
SFS
704
Sowell Financial Services
Arkansas
$2.53M +$6.76K +30 +0.3%
GAM
705
Gemmer Asset Management
California
$2.52M – – –
HWA
706
HCR Wealth Advisors
California
$2.52M -$14.9K -66 -0.6%
SWP
707
Stratos Wealth Partners
Ohio
$2.51M +$54.1K +240 +2%
PIA
708
Peachtree Investment Advisors
Georgia
$2.5M -$30.4K -135 -1%
RCM
709
Riverhead Capital Management
Delaware
$2.5M +$92.6K +411 +4%
BDS
710
Banco de Sabadell
Florida
$2.49M +$11.3K +50 +0.5%
MCM
711
Mitchell Capital Management
Kansas
$2.49M +$2.39M +10,597 New
HI
712
Horizon Investments
North Carolina
$2.49M +$2.39M +10,616 New
CA
713
Clearstead Advisors
Ohio
$2.48M +$676 +3 +0%
RC
714
RegentAtlantic Capital
New Jersey
$2.46M +$256K +1,136 +12%
PVH
715
Psagot Value Holdings
Israel
$2.46M – – –
SCM
716
Southport Capital Management
Tennessee
$2.44M -$127K -566 -5%
FB
717
Fulton Bank
Pennsylvania
$2.41M -$209K -926 -8%
MWM
718
Marietta Wealth Management
Georgia
$2.41M -$50.9K -226 -2%
CEP
719
Chicago Equity Partners
Illinois
$2.41M -$323K -1,435 -12%
MIAN
720
Mariner Independent Advisor Network
Kansas
$2.39M -$537K -2,385 -19%
WCF
721
West Coast Financial
California
$2.38M +$632K +2,806 +38%
BCM
722
Blume Capital Management
California
$2.37M -$24.8K -110 -1%
3C
723
361 Capital
Colorado
$2.36M +$32K +142 +1%
ITIM
724
Indiana Trust & Investment Management
Indiana
$2.36M -$151K -670 -6%
ECM
725
Exchange Capital Management
Michigan
$2.36M -$29.5K -131 -1%
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