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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1126
Kingsview Wealth Management
Oregon
$726K -$455K -1,827 -40%
APG
1127
Abacus Planning Group
South Carolina
$725K
AC
1128
Arjuna Capital
North Carolina
$725K +$6.23K +25 +0.9%
RCAG
1129
Rehmann Capital Advisory Group
Michigan
$721K +$139K +558 +26%
Alkeon Capital Management
1130
Alkeon Capital Management
New York
$719K
WSFS
1131
Wilmington Savings Fund Society
Delaware
$713K +$5.23K +21 +0.8%
KIC
1132
Keating Investment Counselors
Florida
$712K -$24.9K -100 -4%
JFGIW
1133
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$705K +$85.5K +343 +15%
RPC
1134
Rossmore Private Capital
Connecticut
$696K
CHA
1135
Carmichael Hill & Associates
Maryland
$695K +$11K +44 +2%
SFFS
1136
Stonehage Fleming Financial Services
Jersey
$690K -$498K -2,000 -43%
SFA
1137
Sequoia Financial Advisors
Ohio
$688K +$104K +418 +19%
SWA
1138
SFMG Wealth Advisors
Texas
$686K +$249 +1 +0%
KFP
1139
KMG Fiduciary Partners
Ohio
$684K
LFAS
1140
Level Four Advisory Services
Texas
$683K -$55.3K -222 -8%
HVIA
1141
Hudson Valley Investment Advisors
New York
$683K +$298K +1,197 +86%
PFA
1142
Pettinga Financial Advisors
Indiana
$682K +$1.5K +6 +0.2%
NB
1143
NBT Bank
New York
$680K -$10.7K -43 -2%
YWP
1144
YorkBridge Wealth Partners
New York
$680K -$4.49K -18 -0.7%
BDF
1145
Balasa Dinverno & Foltz
$675K -$52.3K -210 -8%
IAMOG
1146
Investors Asset Management of Georgia
Georgia
$674K
TCOT
1147
Trust Company of Toledo
Ohio
$674K +$31.2K +125 +5%
MSFP
1148
Mark Sheptoff Financial Planning
Connecticut
$670K
HPWM
1149
Highland Private Wealth Management
Washington
$668K -$4.24K -17 -0.7%
FUBT
1150
First United Bank & Trust
Maryland
$667K -$12.5K -50 -2%