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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
GBT
1051
Grove Bank & Trust
Florida
$694K -$16K -71 -2%
BRWM
1052
B. Riley Wealth Management
Tennessee
$694K +$666K +2,955 New
GIM
1053
Grassi Investment Management
California
$692K +$14.6K +65 +2%
CIA
1054
Capital Investment Advisors
Georgia
$691K -$67.8K -301 -9%
WI
1055
Wintrust Investments
Illinois
$688K +$73K +324 +12%
RCAG
1056
Rehmann Capital Advisory Group
Michigan
$685K -$834K -3,701 -56%
SWM
1057
SVA Wealth Management
Wisconsin
$681K +$148K +656 +29%
RIG
1058
Roosevelt Investment Group
New York
$678K -$39.9K -177 -6%
PIM
1059
Penobscot Investment Management
Massachusetts
$678K +$212K +940 +48%
TAM
1060
Taurus Asset Management
New York
$677K
WCM
1061
Whitener Capital Management
North Carolina
$675K
Nuveen Fund Advisors
1062
Nuveen Fund Advisors
Illinois
$674K -$326K -1,446 -34%
CA
1063
Cullinan Associates
Kentucky
$674K
SFSIG
1064
San Francisco Sentry Investment Group
California
$668K +$176K +783 +38%
KIC
1065
Keating Investment Counselors
Florida
$665K -$113K -500 -15%
HA
1066
Harfst & Associates
Wyoming
$663K +$19.6K +87 +3%
CCMG
1067
Clark Capital Management Group
Pennsylvania
$659K +$182K +807 +40%
BCM
1068
Birmingham Capital Management
Alabama
$658K
AWM
1069
Aries Wealth Management
Maine
$656K
BCCM
1070
Bridge Creek Capital Management
Massachusetts
$653K +$14.6K +65 +2%
VFA
1071
Valeo Financial Advisors
Indiana
$647K +$36.7K +163 +6%
HPWM
1072
Highland Private Wealth Management
Washington
$646K -$32.9K -146 -5%
HS
1073
Horan Securities
United States
$646K +$225 +1 +0%
LWA
1074
Lenox Wealth Advisors
New York
$646K +$619K +2,750 New
VCP
1075
Vista Capital Partners
Oregon
$645K +$901 +4 +0.1%