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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
901
Ellsworth Advisors
Ohio
$3M +$2.96M +8,510 New
CT
902
Caldwell Trust
Florida
$3M +$328K +941 +12%
MYAM
903
Meiji Yasuda Asset Management
Japan
$3M +$684K +1,965 +30%
AP
904
Atlas Principals
North Carolina
$3M +$2.96M +8,500 New
AWM
905
Altium Wealth Management
New York
$2.99M -$36.6K -105 -1%
BAM
906
Belpointe Asset Management
Nevada
$2.96M -$9.4K -27 -0.3%
SCM
907
Salem Capital Management
Massachusetts
$2.95M – – –
BAM
908
Bellevue Asset Management
Washington
$2.94M – – –
KC
909
Kingfisher Capital
North Carolina
$2.93M +$217K +623 +8%
FWIA
910
Fort Washington Investment Advisors
Ohio
$2.92M -$17.4K -50 -0.6%
BCM
911
Blume Capital Management
California
$2.92M -$27.8K -80 -1%
NW
912
NewEdge Wealth
Pennsylvania
$2.92M +$2.08M +5,970 +259%
CT
913
Clearstead Trust
Maine
$2.91M +$128K +369 +5%
TA
914
TFG Advisers
Michigan
$2.91M -$64.4K -185 -2%
FB
915
Fulton Bank
Pennsylvania
$2.91M -$400K -1,148 -12%
KWM
916
Kingsview Wealth Management
Oregon
$2.9M -$4.85M -13,930 -63%
DWM
917
Darwin Wealth Management
Florida
$2.9M +$155K +444 +6%
GI
918
GAMCO Investors
Connecticut
$2.89M -$601K -1,727 -17%
GWCM
919
Godshalk Welsh Capital Management
Pennsylvania
$2.88M +$29.6K +85 +1%
PFS
920
Prospera Financial Services
Texas
$2.86M +$33.1K +95 +1%
COI
921
Connable Office Inc
Michigan
$2.85M +$389K +1,118 +16%
MAFM
922
Mid Atlantic Financial Management
Pennsylvania
$2.85M +$437K +1,256 +18%
GLAM
923
Gardner Lewis Asset Management
Pennsylvania
$2.85M +$290K +833 +11%
CAM
924
Carret Asset Management
New York
$2.83M +$922K +2,648 +49%
MFS
925
Monetta Financial Services
Illinois
$2.82M -$174K -500 -6%
35 36
37
38 39