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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
901
B. Riley Wealth Advisors
Florida
$161K +$164K +1,438 New
KT
902
Kanaly Trust
Texas
$159K +$37.1K +324 +29%
FAM
903
Formidable Asset Management
Ohio
$149K
FMII
904
Farmers & Merchants Investments Inc
Nebraska
$148K -$2.86K -25 -2%
JIC
905
Joel Isaacson & Co
New York
$145K -$14.1K -123 -9%
NYLIM
906
New York Life Investment Management
New York
$145K +$149K +1,300 New
Victory Capital Management
907
Victory Capital Management
Texas
$144K
NIM
908
NuWave Investment Management
New Jersey
$143K -$644K -5,626 -82%
DSC
909
Duncker Streett & Co
Missouri
$143K
CFG
910
CKW Financial Group
Hawaii
$131K
PCTC
911
Perkins Coie Trust Company
Washington
$128K -$5.72K -50 -4%
CBT
912
Central Bank & Trust
Kentucky
$127K -$211K -1,848 -62%
TRCT
913
Tower Research Capital (TRC)
New York
$125K -$61K -533 -32%
ZTNA
914
Zions Trust National Association
Utah
$120K -$9.95K -87 -7%
ST
915
Stifel Trust
Missouri
$120K
W
916
Wealthfront
California
$119K +$122K +1,065 New
CFA
917
Carroll Financial Associates
North Carolina
$116K +$9.38K +82 +9%
RFS
918
Rockefeller Financial Services
New York
$113K +$8.69K +76 +8%
NME
919
Notis-McConarty Edward
$112K
KPCM
920
Kings Point Capital Management
New York
$106K -$8.58K -75 -7%
MAM
921
Mizuho Asset Management
Japan
$92K
MPWT
922
MassMutual Private Wealth & Trust
Connecticut
$91.1K -$32.3K -282 -26%
IWC
923
Integrated Wealth Counsel
California
$89K
EFSCE
924
Enterprise Financial Services Corp (EFSC)
Missouri
$85K +$1.49K +13 +2%
CAW
925
Cornerstone Advisors (Washington)
Washington
$83K +$22.2K +194 +35%