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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
826
Vision Retirement
New Jersey
$11M +$11.6M +12,784 New
WAM
827
Wilsey Asset Management
California
$10.9M – – –
RMP
828
Richards, Merrill & Peterson
Washington
$10.9M +$1.36M +1,505 +13%
BP
829
Broadleaf Partners
Ohio
$10.9M -$25.4K -28 -0.2%
MWM
830
Moran Wealth Management
Florida
$10.9M +$487K +537 +4%
CWP
831
CFM Wealth Partners
Texas
$10.9M +$147K +162 +1%
AC
832
AlphaCore Capital
California
$10.8M +$816K +901 +8%
S
833
SignatureFD
Georgia
$10.8M – – –
SB
834
Simmons Bank
Arkansas
$10.8M +$120K +132 +1%
VA
835
VestGen Advisors
Illinois
$10.7M +$1.52M +1,681 +16%
WB
836
WesBanco Bank
West Virginia
$10.7M -$878K -969 -7%
OPCM
837
Osborne Partners Capital Management
California
$10.7M +$193K +213 +2%
TCWA
838
Turtle Creek Wealth Advisors
Texas
$10.7M +$763K +842 +7%
NRG
839
Nemes Rush Group
Michigan
$10.7M -$1.22M -1,350 -10%
EW
840
Evexia Wealth
Wisconsin
$10.7M -$23.6K -26 -0.2%
HI
841
Harbour Investments
Wisconsin
$10.7M +$1.74M +1,922 +18%
PIM
842
Plato Investment Management
Australia
$10.6M – – –
EAM
843
Erste Asset Management
Austria
$10.6M +$3.98M +4,389 +57%
SW
844
SVB Wealth
Massachusetts
$10.6M -$906K -1,000 -8%
TYCC
845
Texas Yale Capital Corp
Florida
$10.6M +$370K +408 +3%
GT
846
Greenleaf Trust
Michigan
$10.5M -$307K -339 -3%
HIM
847
Harbour Investment Management
Washington
$10.5M -$4.21M -4,651 -28%
PIP
848
Peachtree Investment Partners
Florida
$10.5M -$679K -749 -6%
OCA
849
OpenArc Corporate Advisory
Georgia
$10.5M +$11M +12,127 New
DC
850
Defender Capital
North Carolina
$10.4M +$11M +12,084 New
32 33
34
35 36