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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1076
BigSur Wealth Management
Florida
$304K +$290K +1,900 New
SAM
1077
Symphony Asset Management
California
$301K -$515K -3,375 -64%
SCP
1078
Seizert Capital Partners
Michigan
$301K – – –
CIAS
1079
Capital Investment Advisory Services
North Carolina
$301K +$287K +1,878 New
FNT
1080
First Nebraska Trust
Nebraska
$301K +$6.41K +42 +2%
HC
1081
Hourglass Capital
Texas
$300K – – –
BAM
1082
Baring Asset Management
United Kingdom
$298K +$284K +1,860 New
BA
1083
Birinyi Associates
Connecticut
$296K -$1.6M -10,500 -85%
CCA
1084
Cobblestone Capital Advisors
New York
$296K – – –
CLOS
1085
Compagnie Lombard Odier SCmA
Switzerland
$296K +$35.1K +230 +14%
JWA
1086
JFS Wealth Advisors
Pennsylvania
$293K -$153K -999 -35%
WI
1087
WrapManager Inc
California
$288K +$274K +1,796 New
AF
1088
Aldebaran Financial
$287K – – –
BDF
1089
Balasa Dinverno & Foltz
$285K -$4.58K -30 -2%
BAM
1090
Berkshire Asset Management
Pennsylvania
$284K +$271K +1,775 New
GT
1091
Greenleaf Trust
Michigan
$283K +$270K +1,767 New
PL
1092
Parkwood LLC
Ohio
$281K +$268K +1,756 New
SI
1093
SII Investments
Wisconsin
$280K +$64.4K +422 +32%
BFM
1094
Boothbay Fund Management
New York
$277K -$126K -827 -32%
LCOV
1095
London Company of Virginia
Virginia
$277K -$2.44K -16 -0.9%
CHA
1096
Cedar Hill Associates
Illinois
$277K +$4.27K +28 +2%
CAM
1097
Carret Asset Management
New York
$277K +$45.8K +300 +21%
CAG
1098
Crestwood Advisors Group
Massachusetts
$276K -$117K -766 -31%
MWAC
1099
Mariner Wealth Advisors (Cincinnati)
Ohio
$276K +$8.4K +55 +3%
SGK
1100
Steigerwald Gordon & Koch
Virginia
$275K +$262K +1,716 New
42 43
44
45 46