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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
751
Bray Capital Advisors
Florida
$3.08M -$139K -457 -4%
HIMC
752
Heritage Investors Management Corp
Maryland
$3.07M -$12.7K -42 -0.4%
IMRF
753
Illinois Municipal Retirement Fund
Illinois
$3.07M +$2.01M +6,633 +161%
JWBC
754
J.W. Burns & Co
New York
$3.07M +$78.9K +260 +2%
BAM
755
Belpointe Asset Management
Nevada
$3.06M +$840K +2,767 +35%
DTL
756
Dynamic Technology Lab
Singapore
$3.03M +$2.64M +8,707 +450%
KWM
757
Kingsview Wealth Management
Oregon
$3.03M +$1.21M +3,974 +60%
IAA
758
Independent Advisor Alliance
North Carolina
$3M +$1.04M +3,431 +48%
GAM
759
Griffin Asset Management
New York
$2.99M -$12.1K -40 -0.4%
PBC
760
Pavion Blue Capital
California
$2.98M +$236K +778 +8%
SCA
761
Snowden Capital Advisors
New York
$2.98M -$14.6K -48 -0.5%
CWA
762
Clarity Wealth Advisors
California
$2.97M -$74K -244 -2%
ECM
763
Everence Capital Management
Indiana
$2.97M
SWM
764
SVA Wealth Management
Wisconsin
$2.96M +$658K +2,169 +26%
CAM
765
Cypress Asset Management
Texas
$2.94M -$103K -340 -3%
CK
766
Cohen Klingenstein
New York
$2.94M
FFA
767
First Foundation Advisors
California
$2.92M +$687K +2,265 +28%
ZIM
768
Zacks Investment Management
Illinois
$2.91M +$2.89M +9,529 +1,389%
GAM
769
Gemmer Asset Management
California
$2.91M
Wealth Enhancement Advisory Services
770
Wealth Enhancement Advisory Services
Minnesota
$2.91M -$388K -1,278 -12%
GT
771
Greenleaf Trust
Michigan
$2.9M +$88.3K +291 +3%
BEAM
772
Baker Ellis Asset Management
Washington
$2.9M +$518K +1,706 +20%
PWLP
773
Prio Wealth Limited Partnership
Massachusetts
$2.9M +$36.4K +120 +1%
MBT
774
Montecito Bank & Trust
California
$2.9M +$703K +2,316 +30%
PIM
775
Penobscot Investment Management
Massachusetts
$2.89M +$639K +2,105 +26%