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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
1001
Chelsea Counsel Company
California
$7.68M – – –
WAP
1002
Wealthcare Advisory Partners
Pennsylvania
$7.68M +$176K +184 +2%
AIM
1003
Anchor Investment Management
South Carolina
$7.67M +$129K +135 +2%
HWA
1004
HCR Wealth Advisors
California
$7.67M +$356K +371 +5%
CCFCSB
1005
Cape Cod Five Cents Savings Bank
Massachusetts
$7.66M – – –
IAS
1006
Insigneo Advisory Services
Florida
$7.62M +$2.82M +2,937 +55%
CWM
1007
Calamos Wealth Management
Illinois
$7.61M +$1.6M +1,666 +25%
HVP
1008
Hudson Value Partners
Florida
$7.6M +$98.7K +103 +1%
FCP
1009
Fidelis Capital Partners
Florida
$7.59M +$145K +151 +2%
CCG
1010
Cypress Capital Group
Florida
$7.56M -$138K -144 -2%
ZCI
1011
Zevenbergen Capital Investments
Washington
$7.53M +$9.59K +10 +0.1%
GAM
1012
Griffin Asset Management
New York
$7.53M -$49.8K -52 -0.6%
JIC
1013
Joel Isaacson & Co
New York
$7.51M +$3.32M +3,464 +74%
BRWA
1014
B. Riley Wealth Advisors
Florida
$7.51M -$1.91M -1,997 -20%
BPC
1015
Banque Pictet & Cie
Switzerland
$7.51M +$72.8K +76 +0.9%
LIA
1016
LS Investment Advisors
Michigan
$7.46M -$1.05M -1,092 -12%
SAM
1017
Secure Asset Management
Michigan
$7.41M -$80.5K -84 -1%
FFA
1018
Fairfield Financial Advisors
Massachusetts
$7.38M +$607K +633 +9%
PJSIMP
1019
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.37M +$108K +113 +1%
PBF
1020
Petix & Botte Financial
California
$7.37M – – –
LT
1021
Legacy Trust
Michigan
$7.36M +$6.71K +7 +0.1%
SC
1022
Syon Capital
California
$7.34M -$40.3K -42 -0.5%
HFM
1023
Hartford Financial Management
Connecticut
$7.33M -$51.8K -54 -0.7%
AAM
1024
Auxier Asset Management
Oregon
$7.31M -$24.9K -26 -0.3%
HWAM
1025
Hennion & Walsh Asset Management
New Jersey
$7.31M +$1.44M +1,504 +24%
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