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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
1101
E Fund Management
China
$1.85M +$1.83M +5,248 New
MWM
1102
Mattern Wealth Management
Kansas
$1.85M +$862K +2,476 +89%
KPW
1103
Kore Private Wealth
New York
$1.84M -$22.3K -64 -1%
PGWM
1104
Parisi Gray Wealth Management
New Jersey
$1.83M +$18.8K +54 +1%
OSAM
1105
O'Shaughnessy Asset Management
Connecticut
$1.83M -$325K -935 -15%
AIA
1106
Angeles Investment Advisors
California
$1.82M – – –
PP
1107
Palladium Partners
Virginia
$1.81M – – –
TCOT
1108
Trust Company of Toledo
Ohio
$1.81M +$80.1K +230 +5%
DAM
1109
Doheny Asset Management
California
$1.81M -$20.9K -60 -1%
ADL
1110
Asset Dedication LLC
California
$1.81M -$309K -887 -15%
DPIM
1111
Duff & Phelps Investment Management
Illinois
$1.81M – – –
DTC
1112
Davidson Trust Company
Washington
$1.8M -$8.01K -23 -0.4%
FCBT
1113
First Citizens Bank & Trust
North Carolina
$1.8M -$2.01M -5,768 -53%
SWIG
1114
Strategic Wealth Investment Group
Kentucky
$1.8M +$498K +1,431 +39%
HIM
1115
Hotaling Investment Management
Pennsylvania
$1.79M +$33.1K +95 +2%
APP
1116
Avantax Planning Partners
Iowa
$1.79M -$88.8K -255 -5%
BAS
1117
Brown Advisory Securities
Maryland
$1.78M +$143K +411 +9%
AIIMS
1118
Analyst IMS Investment Management Services
Israel
$1.78M +$296K +850 +20%
CF
1119
Centaurus Financial
California
$1.77M +$542K +1,556 +45%
SLG
1120
Stanley-Laman Group
Pennsylvania
$1.77M +$36.2K +104 +2%
CSPIA
1121
Cary Street Partners Investment Advisory
Virginia
$1.77M -$206K -592 -11%
SOAMC
1122
Spirit of America Management Corp
New York
$1.76M -$52.2K -150 -3%
LPARFS
1123
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.76M -$122K -350 -7%
GD
1124
Grandfield & Dodd
New York
$1.76M – – –
SIM
1125
Stratos Investment Management
Ohio
$1.76M -$34.8K -100 -2%
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