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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
976
Intersect Capital
California
$786K -$128K -648 -15%
MHIC
977
Marble Harbor Investment Counsel
Massachusetts
$784K – – –
FDS
978
First Dallas Securities
Texas
$779K – – –
S
979
SignatureFD
Georgia
$778K +$138K +700 +23%
BG
980
Bahl & Gaynor
Ohio
$776K +$5.53K +28 +0.8%
BBI
981
Baxter Bros Inc
Connecticut
$775K -$10.9K -55 -1%
IB
982
Intrust Bank
Kansas
$771K -$12.4K -63 -2%
FI
983
FormulaFolio Investments
Michigan
$768K -$80K -405 -10%
MPI
984
Mairs & Power Inc
Minnesota
$767K +$39.5K +200 +6%
KWM
985
Kingsview Wealth Management
Oregon
$765K -$408K -2,064 -36%
BWM
986
Bernicke Wealth Management
Wisconsin
$765K +$45.4K +230 +7%
AWM
987
Altium Wealth Management
New York
$765K +$408K +2,066 +129%
BS
988
Boenning & Scattergood
Pennsylvania
$760K +$719K +3,638 New
BW
989
Bison Wealth
Georgia
$757K -$94K -476 -12%
SIC
990
Salem Investment Counselors
North Carolina
$740K -$19.8K -100 -3%
CFA
991
Cahill Financial Advisors
Minnesota
$736K -$1.98K -10 -0.3%
III
992
Independent Investors Inc
New York
$731K – – –
HCM
993
Horan Capital Management
Maryland
$729K -$119K -602 -15%
IC
994
Inverness Counsel
New York
$725K +$19.8K +100 +3%
NQWM
995
Northwest Quadrant Wealth Management
Oregon
$724K +$1.78K +9 +0.3%
PCM
996
Pointe Capital Management
Michigan
$720K – – –
BRC
997
Bell Rock Capital
Delaware
$720K +$120K +607 +21%
MWM
998
Mission Wealth Management
California
$718K +$143K +723 +27%
CFA
999
Capstone Financial Advisors
Illinois
$713K +$198 +1 +0%
BCM
1000
Boltwood Capital Management
California
$710K +$12.8K +65 +2%
38 39
40
41 42