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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
VDFA
1126
Vickerman & Driscoll Financial Advisors
Washington
$540K +$8.34K +37 +2%
LGC
1127
Laurel Grove Capital
California
$539K
QC
1128
Quadrature Capital
United Kingdom
$539K +$517K +2,295 New
SFG
1129
SNS Financial Group
Minnesota
$535K +$5.63K +25 +1%
JFA
1130
Johanson Financial Advisors
California
$533K +$52.9K +235 +12%
ISL
1131
Ingalls & Snyder LLC
New York
$531K +$510K +2,262 New
WIA
1132
Wealthstreet Investment Advisors
Texas
$526K -$5.63K -25 -1%
PHAM
1133
Palisades Hudson Asset Management
Florida
$520K
DT
1134
Diversified Trust
Tennessee
$519K +$24.8K +110 +5%
JFGIW
1135
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$516K +$27.5K +122 +6%
CCA
1136
Cobblestone Capital Advisors
New York
$515K
TL
1137
TrueWealth LLC
Georgia
$507K +$27.3K +121 +6%
TIM
1138
Tortoise Investment Management
New York
$506K
HMS
1139
Hanseatic Management Services
New Mexico
$506K +$485K +2,153 New
SGK
1140
Steigerwald Gordon & Koch
Virginia
$505K -$40.3K -179 -8%
AMAL
1141
Asset Management Advisors LLC
Oklahoma
$502K
CIM
1142
Confluence Investment Management
Missouri
$499K +$139K +617 +41%
RWA
1143
Ropes Wealth Advisors
Massachusetts
$497K +$152K +675 +47%
DAM
1144
Delta Asset Management
Tennessee
$496K -$37.2K -165 -7%
DBRC
1145
D.B. Root & Company
Pennsylvania
$493K -$139K -618 -23%
HCM
1146
Harvest Capital Management
New Hampshire
$493K
MC
1147
Mathes Company
New York
$493K
KOCAA
1148
Knights of Columbus Asset Advisors
Connecticut
$493K +$473K +2,101 New
AI
1149
Accredited Investors
Minnesota
$492K
GWS
1150
Glassman Wealth Services
Virginia
$485K