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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
901
Moran Wealth Management
Florida
$8.96M -$227K -291 -3%
WIA
902
World Investment Advisors
California
$8.93M +$6.17M +7,909 +305%
GIA
903
Gladstone Institutional Advisory
Florida
$8.91M -$290K -371 -3%
CCB
904
Country Club Bank
Missouri
$8.89M -$1.1M -1,404 -12%
AFG
905
Atomi Financial Group
New York
$8.84M +$1.71M +2,187 +27%
KC
906
Knuff & Co
California
$8.81M -$39.8K -51 -0.5%
SEEDPG
907
S.E.E.D. Planning Group
New York
$8.76M -$314K -403 -4%
FWC
908
First Washington Corp
Washington
$8.76M +$75.7K +97 +1%
CK
909
Cohen Klingenstein
New York
$8.75M – – –
RFA
910
ROI Financial Advisors
Oregon
$8.75M -$10.1K -13 -0.1%
PI
911
PineBridge Investments
New York
$8.72M -$4.73M -6,064 -37%
PCA
912
Pallas Capital Advisors
Massachusetts
$8.71M +$412K +528 +5%
MC
913
Moors & Cabot
Massachusetts
$8.7M +$876K +1,122 +12%
LOAMS
914
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.69M +$183K +234 +2%
BMO
915
Beck Mack & Oliver
New York
$8.65M -$117K -150 -1%
KTM
916
Keeler Thomas Management
Utah
$8.63M -$183K -235 -2%
CCA
917
Checchi Capital Advisers
California
$8.62M +$31.2K +40 +0.4%
BIM
918
Baldwin Investment Management
Pennsylvania
$8.56M -$159K -204 -2%
CWP
919
CFM Wealth Partners
Texas
$8.55M +$557K +714 +8%
CCM
920
Consolidated Capital Management
California
$8.51M +$1.02M +1,302 +15%
HIC
921
Hartline Investment Corp
Illinois
$8.51M +$5.12M +6,566 +191%
LSPW
922
Lake Street Private Wealth
Illinois
$8.49M +$1.08M +1,381 +16%
RVPG
923
Relative Value Partners Group
$8.49M +$7.3M +9,349 +1,468%
BFG
924
Bleakley Financial Group
New Jersey
$8.48M +$218K +279 +3%
AFA
925
Arlington Financial Advisors
California
$8.43M -$170K -218 -2%
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