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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MBTD
726
Mechanics Bank - Trust Department
California
$15.2M -$42.8K -43 -0.3%
BFO
727
Boston Family Office
Massachusetts
$15.1M +$3.22M +3,231 +25%
JAFL
728
Jay A. Fishman Ltd
Michigan
$15.1M +$159K +160 +1%
GIM
729
Generate Investment Management
New Zealand
$15.1M +$15.5M +15,543 +2,548%
CG
730
Caprock Group
Idaho
$15.1M +$119K +119 +0.7%
FSCM
731
Front Street Capital Management
Montana
$15M -$1.25M -1,253 -7%
AA
732
ALPS Advisors
Colorado
$15M +$9.58M +9,619 +150%
PWM
733
Purus Wealth Management
California
$14.9M +$51.8K +52 +0.3%
MWM
734
Marietta Wealth Management
Georgia
$14.9M +$231K +232 +1%
MPWT
735
MassMutual Private Wealth & Trust
Connecticut
$14.9M +$78.7K +79 +0.5%
VI
736
Vestcor Inc
New Brunswick, Canada
$14.7M +$1.53M +1,534 +11%
SPC
737
Sigma Planning Corp
Michigan
$14.7M +$889K +892 +6%
JSA
738
Jacobson & Schmitt Advisors
Wisconsin
$14.7M -$222K -223 -1%
BIA
739
Biondo Investment Advisors
Pennsylvania
$14.6M -$115K -115 -0.7%
M
740
MOTCO
Texas
$14.6M +$13.9K +14 +0.1%
FHC
741
First Horizon Corporation
Tennessee
$14.6M -$563K -565 -3%
LCM
742
Liberty Capital Management
Michigan
$14.6M +$15.5M +15,603 New
MWM
743
Moran Wealth Management
Florida
$14.6M +$296K +297 +2%
CA
744
Commerzbank Aktiengesellschaft
Germany
$14.5M +$4.42M +4,439 +40%
SFG
745
Stonebridge Financial Group
California
$14.5M +$15.5M +15,537 New
KWM
746
Kingsview Wealth Management
Oregon
$14.5M -$1.31M -1,317 -8%
JEST
747
JTC Employer Solutions Trustee
Jersey
$14.5M – – –
NRG
748
Nemes Rush Group
Michigan
$14.5M +$734K +737 +5%
EF
749
Empirical Finance
Pennsylvania
$14.4M +$529K +531 +4%
MA
750
Montag & Associates
Georgia
$14.3M +$223K +224 +1%
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