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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1076
Raffa Wealth Management
District of Columbia
$445K +$7.36K +39 +2%
BFA
1077
Beaumont Financial Advisors
Massachusetts
$444K +$165K +877 +59%
IIC
1078
Integrated Investment Consultants
Michigan
$444K +$444K +2,355 New
CPO
1079
Cerity Partners OCIO
New York
$443K +$10.8K +57 +2%
BDF
1080
Balasa Dinverno & Foltz
$443K +$11.3K +60 +3%
CAC
1081
Certified Advisory Corp
Florida
$443K +$72.6K +385 +20%
TG
1082
TLP Group
Illinois
$440K +$234K +1,238 +113%
BAM
1083
Bruderman Asset Management
New York
$438K +$439K +2,326 New
FSA
1084
Franklin Street Advisors
North Carolina
$436K -$37.7K -200 -8%
APA
1085
American Portfolios Advisors
New York
$433K +$299K +1,583 +221%
LCM
1086
Laurion Capital Management
New York
$433K -$1.71M -9,052 -80%
BSW
1087
Buckingham Strategic Wealth
Missouri
$433K -$136K -722 -24%
LGC
1088
Laurel Grove Capital
California
$432K – – –
AIA
1089
Allegis Investment Advisors
Idaho
$431K -$16.4K -87 -4%
MWAC
1090
Mariner Wealth Advisors (Cincinnati)
Ohio
$428K -$10.8K -57 -2%
CT
1091
Cambridge Trust
Massachusetts
$426K -$70.7K -375 -14%
PT
1092
Plimoth Trust
Massachusetts
$425K -$5.66K -30 -1%
AFP
1093
Ausdal Financial Partners
Iowa
$422K -$65.5K -347 -13%
EDRH
1094
Edmond de Rothschild Holding
Switzerland
$422K +$75.5K +400 +22%
FUBT
1095
First United Bank & Trust
Maryland
$420K +$12.3K +65 +3%
PHAM
1096
Palisades Hudson Asset Management
Florida
$417K – – –
WKWM
1097
Walter & Keenan Wealth Management
Indiana
$415K +$56.6K +300 +16%
SWM
1098
SVA Wealth Management
Wisconsin
$415K +$112K +594 +31%
IIM
1099
Intact Investment Management
Quebec, Canada
$413K -$1.34M -7,100 -76%
CCA
1100
Cobblestone Capital Advisors
New York
$412K – – –
42 43
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