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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1101
Beaumont Financial Advisors
Massachusetts
$220K +$10.5K +65 +5%
CAM
1102
Carret Asset Management
New York
$219K – – –
FAM
1103
Formidable Asset Management
Ohio
$219K +$1.45K +9 +0.6%
BFO
1104
Boston Family Office
Massachusetts
$218K – – –
PG
1105
Patten Group
Tennessee
$215K -$286K -1,770 -55%
CS
1106
Cannell & Spears
New York
$214K -$48.5K -300 -18%
HTI
1107
Hikari Tsushin Inc
Japan
$214K – – –
SCI
1108
S&CO Inc
Massachusetts
$214K – – –
ECM
1109
Evergreen Capital Management
Washington
$211K -$5.33K -33 -2%
AAM
1110
American Asset Management
Florida
$211K +$223K +1,383 New
HPC
1111
HM Payson & Co
Maine
$208K -$3.88K -24 -2%
NAMP
1112
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$207K – – –
HR
1113
Howe & Rusling
New York
$206K – – –
SI
1114
SII Investments
Wisconsin
$204K -$227K -1,407 -51%
PMFA
1115
Plante Moran Financial Advisors
Michigan
$204K +$68.7K +425 +46%
CPO
1116
Cerity Partners OCIO
New York
$204K +$216K +1,336 New
AW
1117
Alpha Windward
Massachusetts
$203K +$1.45K +9 +0.7%
SVCP
1118
Silicon Valley Capital Partners
California
$203K +$215K +1,332 New
OCM
1119
One Capital Management
California
$202K – – –
S
1120
SignatureFD
Georgia
$197K +$32.5K +201 +18%
JFA
1121
JNBA Financial Advisors
Minnesota
$197K +$209K +1,295 New
SFG
1122
SevenBridge Financial Group
Pennsylvania
$191K -$884K -5,473 -81%
BCP
1123
Blue Chip Partners
Michigan
$187K +$646 +4 +0.3%
KA
1124
Klingman & Associates
New York
$186K +$40.4K +250 +26%
TRCT
1125
Tower Research Capital (TRC)
New York
$184K -$535K -3,311 -73%
43 44
45
46 47