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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
1076
Level Four Advisory Services
Texas
$557K -$40.7K -206 -7%
MSFP
1077
Mark Sheptoff Financial Planning
Connecticut
$557K
WSFS
1078
Wilmington Savings Fund Society
Delaware
$555K +$2.37K +12 +0.5%
FLI
1079
Family Legacy Inc
South Carolina
$555K +$30.4K +154 +6%
CT
1080
Chicago Trust
Illinois
$554K -$395 -2 -0.1%
WP
1081
WMS Partners
Maryland
$553K +$3.36K +17 +0.6%
LSAG
1082
Lake Street Advisors Group
New Hampshire
$549K -$11.5K -58 -2%
CL
1083
Choreo LLC
Illinois
$548K -$15.2K -77 -3%
WI
1084
Wintrust Investments
Illinois
$545K +$105K +533 +26%
CHA
1085
Carmichael Hill & Associates
Maryland
$541K
Rockefeller Capital Management
1086
Rockefeller Capital Management
New York
$541K +$106K +535 +26%
OI
1087
Oakbrook Investments
Illinois
$539K -$8.16M -41,323 -94%
FHA
1088
First Horizon Advisors
Tennessee
$539K -$5.53K -28 -1%
CWS
1089
Cypress Wealth Services
California
$538K +$189K +959 +59%
BIAS
1090
Beacon Investment Advisory Services
New Jersey
$537K +$988 +5 +0.2%
GBBWRPM
1091
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$536K +$4.35K +22 +0.9%
Capstone Investment Advisors
1092
Capstone Investment Advisors
New York
$536K +$507K +2,565 New
TCOT
1093
Trust Company of Toledo
Ohio
$533K -$66.6K -337 -12%
IAMOG
1094
Investors Asset Management of Georgia
Georgia
$533K
NB
1095
NBT Bank
New York
$527K -$24.5K -124 -5%
MCM
1096
Maryland Capital Management
Maryland
$525K +$20.1K +102 +4%
CAW
1097
Cornerstone Advisors (Washington)
Washington
$523K +$2.77K +14 +0.6%
MAA
1098
Mraz Amerine & Associates
California
$519K
LNB
1099
Ledyard National Bank
$519K +$13K +66 +3%
BFA
1100
Beaumont Financial Advisors
Massachusetts
$519K +$24.9K +126 +5%