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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
BCCM
1101
Bridge Creek Capital Management
Massachusetts
$586K +$21.2K +95 +3%
BDF
1102
Balasa Dinverno & Foltz
$586K +$86.4K +387 +16%
FSA
1103
Fort Sheridan Advisors
Illinois
$586K +$642K +2,875 New
VFA
1104
Valeo Financial Advisors
Indiana
$585K +$8.71K +39 +1%
WSTAM
1105
Wilbanks Smith & Thomas Asset Management
Virginia
$584K -$44.7K -200 -7%
LFAS
1106
Level Four Advisory Services
Texas
$583K +$85.3K +382 +15%
FLI
1107
Family Legacy Inc
South Carolina
$582K +$37.3K +167 +6%
WCM
1108
Whitener Capital Management
North Carolina
$580K -$5.58K -25 -0.9%
CAM
1109
Cresset Asset Management
Illinois
$580K +$636K +2,849 New
SBIA
1110
Sheaff Brock Investment Advisors
Indiana
$579K -$212K -949 -25%
RTC
1111
Riverview Trust Company
Washington
$579K +$634K +2,840 New
WIA
1112
Wealthstreet Investment Advisors
Texas
$578K +$112K +500 +22%
NEI
1113
Northwest & Ethical Investments
Ontario, Canada
$576K +$632K +2,830 New
FHA
1114
Flagship Harbor Advisors
Massachusetts
$576K +$61.2K +274 +11%
KIC
1115
Keating Investment Counselors
Florida
$575K -$2.01K -9 -0.3%
CIAS
1116
Capital Investment Advisory Services
North Carolina
$573K -$44.7K -200 -7%
BCM
1117
Birmingham Capital Management
Alabama
$570K
BCM
1118
Barometer Capital Management
Ontario, Canada
$569K -$23.1M -103,575 -97%
BCM
1119
Brookstone Capital Management
Illinois
$567K +$15.6K +70 +3%
HB
1120
Homrich & Berg
Georgia
$566K +$46.9K +210 +8%
TPWA
1121
TRUE Private Wealth Advisors
Oregon
$563K +$65.2K +292 +12%
FA
1122
FDx Advisors
Illinois
$562K -$519K -2,325 -46%
LWA
1123
Lenox Wealth Advisors
New York
$560K
RCAG
1124
Rehmann Capital Advisory Group
Michigan
$557K -$40.6K -182 -6%
KTC
1125
Kistler-Tiffany Companies
Pennsylvania
$556K +$10.1K +45 +2%