We are live on ! Find out more
COST icon

Costco

Name Holding Trade Value Shares
Change
Change in
Stake
AW
1101
Alpha Windward
Massachusetts
$217K -$4.24K -28 -2%
VDI
1102
Vaughan David Investments
Illinois
$217K
AWE
1103
Avidian Wealth Enterprises
Texas
$217K +$10.9K +72 +6%
GIM
1104
Grassi Investment Management
California
$216K
GBBWRPM
1105
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$216K +$152 +1 +0.1%
NAMP
1106
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$214K
JAFL
1107
Jay A. Fishman Ltd
Michigan
$214K
BHA
1108
Beech Hill Advisors
New York
$213K
HR
1109
Howe & Rusling
New York
$213K
VWM
1110
Vector Wealth Management
Minnesota
$213K +$2.12K +14 +1%
IIC
1111
Ironwood Investment Counsel
Arizona
$212K -$439K -2,895 -45%
RWA
1112
Ropes Wealth Advisors
Massachusetts
$212K -$49K -323 -19%
IIM
1113
Ironwood Investment Management
Massachusetts
$212K +$204K +1,343 New
NCM
1114
Novare Capital Management
North Carolina
$211K -$31.1K -205 -13%
WHG
1115
Westwood Holdings Group
Texas
$209K -$102K -670 -34%
OCM
1116
One Capital Management
California
$209K -$12K -79 -6%
PMFA
1117
Plante Moran Financial Advisors
Michigan
$207K -$10.2K -67 -5%
NAM
1118
Nichols Asset Management
Massachusetts
$206K -$152K -1,000 -43%
TDC
1119
Thompson Davis & Co
Virginia
$206K -$56.1K -370 -22%
CBU
1120
CIBC Bank USA
Illinois
$206K -$39.6K -261 -17%
Aristotle Capital Management
1121
Aristotle Capital Management
California
$205K
HHAA
1122
Henry H. Armstrong Associates
Pennsylvania
$205K
BFO
1123
Boston Family Office
Massachusetts
$205K +$198K +1,303 New
CBN
1124
Cadence Bank NA
Texas
$205K +$198K +1,303 New
SHWM
1125
Smith & Howard Wealth Management
Georgia
$204K +$7.58K +50 +4%