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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
876
AE Wealth Management
Kansas
$681K +$86.1K +548 +15%
Capstone Investment Advisors
877
Capstone Investment Advisors
New York
$672K -$3.27M -20,817 -84%
CFA
878
Capstone Financial Advisors
Illinois
$671K -$1.1K -7 -0.2%
FNT
879
First National Trust
Pennsylvania
$671K +$44K +280 +7%
PCMM
880
Private Capital Management (Minnesota)
Minnesota
$669K +$78.5K +500 +14%
NIMI
881
Natixis Investment Managers International
France
$667K -$41.2K -262 -6%
BRC
882
Bell Rock Capital
Delaware
$666K -$782K -4,975 -55%
BJL
883
Brighton Jones LLC
Washington
$662K -$79.3K -505 -11%
WHRC
884
W.H. Reaves & Co
New Jersey
$657K
TAM
885
Taylor Asset Management
Ontario, Canada
$657K +$628K +4,000 New
CCA
886
Checchi Capital Advisers
California
$656K -$19K -121 -3%
PG
887
Pendal Group
Australia
$654K -$13.2K -84 -2%
JWBC
888
J.W. Burns & Co
New York
$652K
BW
889
Bison Wealth
Georgia
$648K -$5.5K -35 -0.9%
SIAP
890
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$645K -$15.7K -100 -2%
IC
891
Intersect Capital
California
$643K -$231K -1,471 -27%
ISL
892
Ingalls & Snyder LLC
New York
$643K -$50.1K -319 -8%
CCM
893
CrestPoint Capital Management
Missouri
$641K +$220K +1,400 +56%
NSIM
894
North Star Investment Management
Illinois
$639K -$17.1K -109 -3%
RP
895
Rowlandmiller & Partners
Georgia
$638K +$57.3K +365 +10%
WIM
896
Wittenberg Investment Management
Massachusetts
$630K
YWP
897
YorkBridge Wealth Partners
New York
$630K +$40.1K +255 +7%
GRP
898
Global Retirement Partners
California
$630K +$52.5K +334 +10%
RFA
899
Reilly Financial Advisors
California
$625K -$25.8K -164 -4%
MFS
900
Madrona Financial Services
Washington
$625K