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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
751
Sonata Capital Group
Washington
$854K – – –
GCC
752
Guardian Capital (Canada)
Ontario, Canada
$850K -$437K -2,975 -35%
GLA
753
Great Lakes Advisors
Illinois
$850K -$19.1K -130 -2%
CWM
754
Confluence Wealth Management
Oregon
$845K +$818K +5,575 New
SCM
755
Southport Capital Management
Tennessee
$843K -$14.7K -100 -2%
SHGA
756
Sand Hill Global Advisors
California
$841K -$80K -545 -9%
TWA
757
TCI Wealth Advisors
Arizona
$841K -$9.24K -63 -1%
SIA
758
SeaBridge Investment Advisors
New Jersey
$839K – – –
EFS
759
Essex Financial Services
Connecticut
$832K +$420K +2,864 +109%
WCF
760
West Coast Financial
California
$822K -$29.3K -200 -4%
RIG
761
Roosevelt Investment Group
New York
$817K +$29.9K +204 +4%
CCP
762
Clarkston Capital Partners
Michigan
$812K +$56.5K +385 +8%
W
763
Wealthfront
California
$799K +$303K +2,067 +64%
LWCFA
764
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$798K +$69K +470 +10%
BA
765
Boston Advisors
Massachusetts
$793K +$147K +1,001 +24%
BWM
766
Bernicke Wealth Management
Wisconsin
$784K +$760K +5,177 New
CT
767
Coastline Trust
Rhode Island
$776K -$20.5K -140 -3%
WA
768
WFG Advisors
Texas
$769K -$519K -3,540 -41%
PVH
769
Psagot Value Holdings
Israel
$768K +$560K +3,817 +304%
DAS
770
Dynamic Advisor Solutions
Arizona
$767K -$40.6K -277 -5%
IWMPD
771
Integrated Wealth Management (Palm Desert)
California
$765K +$741K +5,053 New
CA
772
Cornerstone Advisors
North Carolina
$757K – – –
CFA
773
Cahill Financial Advisors
Minnesota
$753K -$7.34K -50 -1%
WP
774
WMS Partners
Maryland
$741K -$48.3K -329 -6%
NA
775
Navellier & Associates
Nevada
$730K +$707K +4,816 New
29 30
31
32 33