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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CMANY
951
Capital Management Associates (New York)
New York
$836K +$790K +4,000 New
PL
952
PWMCO LLC
Illinois
$836K +$790K +4,000 New
PWM
953
Paulson Wealth Management
Illinois
$835K -$52.3K -265 -6%
WHG
954
Westwood Holdings Group
Texas
$831K
FMB
955
Field & Main Bank
Kentucky
$831K +$7.51K +38 +1%
WSCM
956
Wellington Shields Capital Management
New York
$829K +$783K +3,965 New
BBA
957
Braun-Bostich & Associates
Pennsylvania
$828K -$117K -592 -13%
BCWM
958
Bartlett & Co Wealth Management
Ohio
$825K -$149K -755 -16%
BC
959
Bartlett & Co
Ohio
$825K -$149K -755 -16%
HFA
960
HC Financial Advisors
California
$822K -$59.1K -299 -7%
PCM
961
Parsons Capital Management
Rhode Island
$819K +$18.6K +94 +2%
RWP
962
RWA Wealth Partners
Massachusetts
$818K +$34K +172 +5%
BWM
963
Biltmore Wealth Management
Arizona
$814K +$769K +3,894 New
VF
964
Virtu Financial
New York
$811K +$767K +3,883 New
IAA
965
Independent Advisor Alliance
North Carolina
$809K -$22.9K -116 -3%
FM
966
Forward Management
California
$807K +$36.3K +184 +5%
RA
967
Rational Advisors
New York
$807K +$47.8K +242 +7%
PFS
968
Physicians Financial Services
North Carolina
$805K -$198 -1 -0%
PCAP
969
Pratt Collard Advisory Partners
New York
$805K
WIM
970
Wittenberg Investment Management
Massachusetts
$801K
YWP
971
YorkBridge Wealth Partners
New York
$801K
PP
972
Paloma Partners
Connecticut
$795K +$502K +2,542 +201%
PCM
973
Princeton Capital Management
New Jersey
$792K -$72.1K -365 -9%
GW
974
GW & Wade
Massachusetts
$792K +$6.52K +33 +0.9%
RP
975
Rowlandmiller & Partners
Georgia
$788K -$19.8K -100 -3%