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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
751
Chapman Investment Management
California
$12.5M -$66.2K -73 -0.5%
SGI
752
Summit Global Investments
Utah
$12.5M +$1.41M +1,559 +12%
WIM
753
WealthPlan Investment Management
Nebraska
$12.5M -$3.33M -3,674 -20%
NB
754
NBT Bank
New York
$12.5M -$601K -663 -4%
PF
755
Phoenix Financial
Israel
$12.5M -$857K -946 -6%
IIM
756
Ipswich Investment Management
Massachusetts
$12.5M -$217K -239 -2%
FFA
757
First Foundation Advisors
California
$12.4M -$101K -111 -0.8%
MA
758
Montag & Associates
Georgia
$12.4M +$256K +283 +2%
JWBC
759
J.W. Burns & Co
New York
$12.4M +$134K +148 +1%
IAM
760
Infusive Asset Management
New York
$12.3M -$303K -334 -2%
BFG
761
Berger Financial Group
Minnesota
$12.3M -$35.3K -39 -0.3%
RCM
762
Regency Capital Management
Hawaii
$12.2M +$110K +121 +0.9%
NMIMC
763
Northwestern Mutual Investment Management Company
Wisconsin
$12.2M +$22.7K +25 +0.2%
VCA
764
Verdence Capital Advisors
Maryland
$12.2M -$341K -376 -3%
SWA
765
Stratos Wealth Advisors
Ohio
$12.2M +$78.8K +87 +0.6%
RMAM
766
Raab & Moskowitz Asset Management
New Jersey
$12.2M -$33.5K -37 -0.3%
HCM
767
Hutner Capital Management
Vermont
$12.2M -$87.9K -97 -0.7%
BWM
768
Buckley Wealth Management
Nevada
$12.1M +$978K +1,079 +8%
PA
769
PFG Advisors
Arizona
$12.1M -$5.44M -5,998 -30%
IWC
770
Integrated Wealth Concepts
Massachusetts
$12.1M -$7.65M -8,444 -38%
VCM
771
Voleon Capital Management
California
$12.1M +$6.09M +6,723 +92%
VHAM
772
Van Hulzen Asset Management
California
$12.1M +$274K +302 +2%
VAS
773
Vestmark Advisory Solutions
Massachusetts
$12M +$6.61M +7,290 +109%
PWS
774
Peterson Wealth Services
Utah
$12M +$9.55M +10,539 +309%
SW
775
SteelPeak Wealth
California
$12M +$1.13M +1,246 +10%
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