We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
926
Comerica Securities
Michigan
$773K +$717K +4,153 New
SBA
927
Secrest Blakey & Associates
North Carolina
$767K +$711K +4,121 New
TCM
928
Tributary Capital Management
Nebraska
$763K -$34.5K -200 -5%
SCA
929
Snowden Capital Advisors
New York
$763K +$52.5K +304 +8%
CFA
930
Capstone Financial Advisors
Illinois
$761K +$173 +1 +0%
AWM
931
AE Wealth Management
Kansas
$745K -$24.5K -142 -3%
PCAP
932
Pratt Collard Advisory Partners
New York
$745K +$691K +4,003 New
WHG
933
Westwood Holdings Group
Texas
$740K -$35.4K -205 -5%
CL
934
Choreo LLC
Illinois
$740K +$109K +631 +19%
JWBC
935
J.W. Burns & Co
New York
$739K – – –
FNT
936
First National Trust
Pennsylvania
$738K -$20.4K -118 -3%
IAA
937
Independent Advisor Alliance
North Carolina
$738K +$53.5K +310 +9%
BW
938
Bison Wealth
Georgia
$736K +$1.73K +10 +0.3%
CA
939
Calton & Associates
Florida
$731K +$653K +3,782 New
YP
940
Yellowstone Partners
Idaho
$729K -$213K -1,234 -24%
IC
941
Inverness Counsel
New York
$728K +$22.4K +130 +3%
IC
942
Intersect Capital
California
$727K -$863 -5 -0.1%
CCM
943
CrestPoint Capital Management
Missouri
$726K – – –
NSIM
944
North Star Investment Management
Illinois
$724K – – –
RP
945
Rowlandmiller & Partners
Georgia
$723K – – –
VFA
946
Valeo Financial Advisors
Indiana
$719K +$83.7K +485 +14%
GW
947
GW & Wade
Massachusetts
$717K -$149K -865 -18%
VDFA
948
Vickerman & Driscoll Financial Advisors
Washington
$714K +$663K +3,838 New
WIM
949
Wittenberg Investment Management
Massachusetts
$713K – – –
MHIC
950
Marble Harbor Investment Counsel
Massachusetts
$707K – – –
36 37
38
39 40