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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1001
Covenant Asset Management
New Jersey
$2.35M – – –
MMG
1002
Monetary Management Group
Missouri
$2.35M +$37.4K +100 +2%
MRCM
1003
M&R Capital Management
New Jersey
$2.34M -$325K -870 -12%
EDRH
1004
Edmond de Rothschild Holding
Switzerland
$2.34M -$2.01M -5,372 -46%
FNBT
1005
FineMark National Bank & Trust
Florida
$2.33M -$398K -1,064 -15%
OSAM
1006
O'Shaughnessy Asset Management
Connecticut
$2.31M +$803K +2,148 +54%
DL
1007
DOHJ LLC
Washington
$2.3M -$233K -624 -9%
IWM
1008
IHT Wealth Management
Illinois
$2.3M -$39.2K -105 -2%
MWM
1009
Mission Wealth Management
California
$2.3M +$66.1K +177 +3%
USGIU
1010
U.S. Global Investors (USGI)
Texas
$2.29M +$486K +1,300 +27%
MWM
1011
Meridian Wealth Management
Kentucky
$2.29M +$34.4K +92 +2%
MCCP
1012
Mission Creek Capital Partners
California
$2.29M +$129K +345 +6%
CWM
1013
Calamos Wealth Management
Illinois
$2.28M +$28K +75 +1%
NFG
1014
Next Financial Group
Texas
$2.28M -$524K -1,403 -19%
RPC
1015
Rossmore Private Capital
Connecticut
$2.27M +$15.7K +42 +0.7%
RIA
1016
Regal Investment Advisors
Michigan
$2.27M +$2.25M +6,017 New
MFS
1017
Madrona Financial Services
Washington
$2.26M +$219K +587 +11%
ADL
1018
Asset Dedication LLC
California
$2.26M +$159K +426 +8%
MYLI
1019
Meiji Yasuda Life Insurance
Japan
$2.26M -$479K -1,281 -18%
SCA
1020
Snowden Capital Advisors
New York
$2.25M -$1.73M -4,639 -44%
SC
1021
Savant Capital
Illinois
$2.25M -$14.9K -40 -0.7%
CWS
1022
Cypress Wealth Services
California
$2.25M +$2.23M +5,958 New
AI
1023
Atom Investors
Texas
$2.24M -$9M -24,080 -80%
HVM
1024
Harvest Volatility Management
Connecticut
$2.23M +$2.21M +5,921 New
FLI
1025
Family Legacy Inc
South Carolina
$2.22M +$65.8K +176 +3%
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