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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
MC
1051
Montag & Caldwell
Georgia
$672K
RIG
1052
Roosevelt Investment Group
New York
$671K +$91.3K +409 +14%
AB
1053
Atlas Brown
Kentucky
$670K
BCWM
1054
Blue Chip Wealth Management
Florida
$664K +$447 +2 +0.1%
CDH
1055
Charles D. Hyman
$662K
WIM
1056
Wittenberg Investment Management
Massachusetts
$658K
CC
1057
Cognios Capital
Kansas
$656K
CWM
1058
Chesapeake Wealth Management
Virginia
$656K +$161K +723 +29%
NME
1059
Notis-McConarty Edward
$655K +$718K +3,217 New
FG
1060
Fiduciary Group
Georgia
$654K -$18.8K -84 -3%
CCMW
1061
Cypress Capital Management (Wyoming)
Wyoming
$654K +$32.6K +146 +5%
SFSIG
1062
San Francisco Sentry Investment Group
California
$654K +$82.6K +370 +13%
CFA
1063
Capstone Financial Advisors
Illinois
$649K +$223 +1 +0%
PWM
1064
Paulson Wealth Management
Illinois
$648K -$178K -798 -21%
BWM
1065
Biltmore Wealth Management
Arizona
$646K -$16.8K -75 -2%
GW
1066
GW & Wade
Massachusetts
$645K +$4.69K +21 +0.7%
LW
1067
Linscomb Wealth
Texas
$643K +$7.59K +34 +1%
AIM
1068
Anchor Investment Management
South Carolina
$636K -$428K -1,915 -38%
AWM
1069
Aries Wealth Management
Maine
$635K +$72.8K +326 +12%
IA
1070
IFG Advisory
Georgia
$632K +$8.49K +38 +1%
ESBC
1071
E.S. Barr & Co
Kentucky
$631K
CCMG
1072
Clark Capital Management Group
Pennsylvania
$630K +$64.1K +287 +10%
FBT
1073
First Bank & Trust
South Dakota
$629K
CA
1074
CapWealth Advisors
Tennessee
$627K
YWP
1075
YorkBridge Wealth Partners
New York
$627K