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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1026
Accredited Investors
Minnesota
$361K +$2.85K +17 +0.8%
MWM
1027
Mission Wealth Management
California
$360K -$26.8K -160 -7%
HCM
1028
Harvest Capital Management
New Hampshire
$360K +$7.54K +45 +2%
CFA
1029
Carroll Financial Associates
North Carolina
$359K -$18.1K -108 -5%
CPSAC
1030
Chas P. Smith & Associates (CPS)
Florida
$357K – – –
DT
1031
Diversified Trust
Tennessee
$352K -$7.71K -46 -2%
MAA
1032
Mraz Amerine & Associates
California
$351K +$331K +1,975 New
MSAM
1033
Moloney Securities Asset Management
Missouri
$349K +$4.36K +26 +1%
ATC
1034
Adirondack Trust Company
New York
$348K -$53.6K -320 -13%
DMC
1035
Drexel Morgan & Co
Pennsylvania
$346K – – –
WI
1036
Wintrust Investments
Illinois
$346K +$346K +2,062 New
SCM
1037
Stonebridge Capital Management
California
$344K – – –
SHCM
1038
Stokes & Hubbell Capital Management
Louisiana
$343K – – –
SI
1039
SII Investments
Wisconsin
$343K +$47.4K +283 +16%
DWM
1040
Doyle Wealth Management
Florida
$342K +$342K +2,040 New
BWM
1041
BigSur Wealth Management
Florida
$341K – – –
GWS
1042
Glassman Wealth Services
Virginia
$340K – – –
LI
1043
Lafayette Investments
Maryland
$340K – – –
PTC
1044
Philadelphia Trust Company
Pennsylvania
$340K +$5.36K +32 +2%
CPO
1045
Cerity Partners OCIO
New York
$337K -$54.5K -325 -14%
CNBT
1046
Canandaigua National Bank & Trust
New York
$337K – – –
MMPW
1047
Mitchell McLeod Pugh & Williams
Alabama
$336K -$10.1K -60 -3%
FC
1048
Forte Capital
New York
$336K – – –
CCT
1049
Chemung Canal Trust
New York
$336K +$503 +3 +0.1%
NIM
1050
Nexus Investment Management
Ontario, Canada
$335K -$34.4K -205 -9%
40 41
42
43 44