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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
701
Exchange Traded Concepts
Oklahoma
$16.2M +$666K +670 +4%
IAN
702
Integrated Advisors Network
Texas
$16M +$579K +583 +4%
CTI
703
Community Trust & Investment
Kentucky
$16M -$2.44M -2,450 -13%
PWM
704
Purus Wealth Management
California
$16M +$410K +413 +3%
LCM
705
Liberty Capital Management
Michigan
$16M +$133K +134 +0.8%
WCWM
706
Willow Creek Wealth Management
California
$15.9M – – –
JSA
707
Jacobson & Schmitt Advisors
Wisconsin
$15.9M -$32.8K -33 -0.2%
FNT
708
First National Trust
Pennsylvania
$15.9M -$256K -258 -2%
STA
709
Summit Trail Advisors
New York
$15.8M +$2.26M +2,278 +17%
GT
710
Greenleaf Trust
Michigan
$15.8M -$2.32M -2,337 -13%
CCM
711
Copeland Capital Management
Pennsylvania
$15.8M -$16.9K -17 -0.1%
AMCA
712
Arthur M. Cohen & Associates
Illinois
$15.8M -$3.13M -3,151 -16%
SPC
713
Stony Point Capital
New York
$15.8M -$810K -815 -5%
FIA
714
Foundations Investment Advisors
Arizona
$15.7M +$1.68M +1,690 +12%
WANY
715
Wealthspire Advisors (New York)
New York
$15.6M +$310K +312 +2%
MPWT
716
MassMutual Private Wealth & Trust
Connecticut
$15.6M +$165K +166 +1%
SPC
717
Sigma Planning Corp
Michigan
$15.5M -$3.73M -3,754 -19%
MA
718
Montag & Associates
Georgia
$15.5M -$1.28M -1,285 -8%
ATPW
719
Ashton Thomas Private Wealth
Arizona
$15.5M +$1.46M +1,467 +10%
GRP
720
Global Retirement Partners
California
$15.5M +$15.5M +15,615 New
SW
721
SVB Wealth
Massachusetts
$15.4M -$3.96M -3,982 -20%
BIA
722
Biondo Investment Advisors
Pennsylvania
$15.4M +$150K +151 +1%
RWM
723
RKL Wealth Management
Pennsylvania
$15.3M -$576K -580 -4%
ERWM
724
Elk River Wealth Management
Colorado
$15.3M -$129K -130 -0.8%
JEST
725
JTC Employer Solutions Trustee
Jersey
$15.3M -$9.94M -10,000 -39%
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