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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
1001
Trivium Point Advisory
Connecticut
$2.62M +$130K +345 +5%
QPWM
1002
Quadrant Private Wealth Management
Pennsylvania
$2.6M +$58.2K +154 +2%
GCAC
1003
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.6M +$676K +1,787 +38%
RWA
1004
Ropes Wealth Advisors
Massachusetts
$2.59M +$32.9K +87 +1%
OSAM
1005
O'Shaughnessy Asset Management
Connecticut
$2.59M +$515K +1,361 +26%
SRAM
1006
Spouting Rock Asset Management
Pennsylvania
$2.56M +$425K +1,124 +21%
HWM
1007
Hohimer Wealth Management
Washington
$2.56M +$1.27M +3,350 +107%
CNC
1008
Citizens & Northern Corp
Pennsylvania
$2.56M -$77.1K -204 -3%
CCM
1009
Cohen Capital Management
California
$2.55M – – –
MMG
1010
Monetary Management Group
Missouri
$2.55M +$314K +830 +15%
NB
1011
Nicolet Bankshares
Wisconsin
$2.54M +$644K +1,703 +36%
NFG
1012
Next Financial Group
Texas
$2.52M +$68.1K +180 +3%
PTC
1013
Philadelphia Trust Company
Pennsylvania
$2.52M -$97.6K -258 -4%
HCM
1014
Highlander Capital Management
New Jersey
$2.52M – – –
CWM
1015
Calamos Wealth Management
Illinois
$2.52M +$60.1K +159 +3%
RP
1016
Rowlandmiller & Partners
Georgia
$2.51M – – –
SCM
1017
Schnieders Capital Management
California
$2.51M +$3.78K +10 +0.2%
MRCM
1018
M&R Capital Management
New Jersey
$2.51M +$126K +334 +6%
RPC
1019
Rossmore Private Capital
Connecticut
$2.5M +$90.8K +240 +4%
HW
1020
Hedeker Wealth
Illinois
$2.5M -$206K -545 -8%
DLA
1021
Douglas Lane & Associates
New York
$2.49M +$7.56K +20 +0.3%
CCP
1022
Corient Capital Partners
California
$2.48M +$199K +526 +9%
RDWM
1023
Red Door Wealth Management
Tennessee
$2.48M +$355K +940 +18%
OCM
1024
Orleans Capital Management
Louisiana
$2.47M -$22.7K -60 -1%
CAM
1025
Covenant Asset Management
New Jersey
$2.47M – – –
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