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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RCYC
776
Richard C. Young & Co
Rhode Island
$13.8M +$126K +129 +0.9%
PFGIA
777
Patriot Financial Group Insurance Agency
Massachusetts
$13.8M +$7.83M +8,032 +138%
WIM
778
WealthPlan Investment Management
Nebraska
$13.8M -$623K -639 -4%
UCMOK
779
United Capital Management of KS
Kansas
$13.7M +$478K +490 +4%
OHIS
780
Oak Harvest Investment Services
Texas
$13.7M +$758K +778 +6%
ADEF
781
Adams Diversified Equity Fund
Maryland
$13.7M – – –
RCM
782
Regency Capital Management
Hawaii
$13.7M -$477K -489 -3%
VA
783
VestGen Advisors
Illinois
$13.6M +$862K +885 +7%
BCM
784
Brasada Capital Management
Texas
$13.5M -$4.87M -4,998 -27%
S
785
SignatureFD
Georgia
$13.5M +$964K +989 +8%
PA
786
Perennial Advisors
New York
$13.5M +$120K +123 +0.9%
TF
787
Tompkins Financial
New York
$13.4M -$176K -181 -1%
FIA
788
Foundations Investment Advisors
Arizona
$13.4M -$107K -110 -0.8%
WC
789
Whitney & Co
New York
$13.4M +$1.41M +1,452 +12%
GT
790
Glenview Trust
Kentucky
$13.4M +$185K +190 +1%
OCA
791
OpenArc Corporate Advisory
Georgia
$13.4M +$1.28M +1,318 +11%
KWMG
792
King Wealth Management Group
Florida
$13.4M +$133K +136 +1%
RWM
793
RKL Wealth Management
Pennsylvania
$13.4M -$228K -234 -2%
RMC
794
Resources Management Corp
Connecticut
$13.4M -$57.5K -59 -0.4%
VCM
795
Vision Capital Management
Oregon
$13.3M -$18.5K -19 -0.1%
CAM
796
Cypress Asset Management
Texas
$13.2M -$155K -159 -1%
CBT
797
Central Bank & Trust
Kentucky
$13.2M -$102K -105 -0.8%
MWM
798
Mission Wealth Management
California
$13.1M -$58.5K -60 -0.5%
BOSSRA
799
B.O.S.S. Retirement Advisors
Utah
$13.1M +$7.15M +7,332 +127%
WPP
800
Whalerock Point Partners
Rhode Island
$13.1M -$19.5K -20 -0.2%
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