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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CBU
1176
CIBC Bank USA
Illinois
$217K +$207K +1,355 New
AFG
1177
Albion Financial Group
Utah
$216K -$136K -891 -40%
HR
1178
Howe & Rusling
New York
$216K – – –
SVCP
1179
Silicon Valley Capital Partners
California
$214K +$611 +4 +0.3%
AWE
1180
Avidian Wealth Enterprises
Texas
$214K +$204K +1,334 New
KSA
1181
Ken Stern & Associates
California
$213K +$203K +1,329 New
B
1182
Brightworth
Georgia
$213K +$203K +1,330 New
CFP
1183
Cornerstone Financial Partners
North Carolina
$212K -$32.1K -210 -14%
OCM
1184
One Capital Management
California
$212K – – –
PBO
1185
Peoples Bank (Ohio)
Ohio
$211K +$201K +1,319 New
WG
1186
Winton Group
United Kingdom
$210K -$4.32M -28,314 -96%
NAM
1187
Nichols Asset Management
Massachusetts
$210K +$200K +1,310 New
MWM
1188
Mascoma Wealth Management
New Hampshire
$209K +$199K +1,304 New
NIA
1189
Northstar Investment Advisors
Colorado
$209K +$199K +1,306 New
EAM
1190
EverPoint Asset Management
Connecticut
$208K +$198K +1,300 New
ACP
1191
Aveo Capital Partners
Colorado
$207K +$198K +1,295 New
HHAA
1192
Henry H. Armstrong Associates
Pennsylvania
$204K +$195K +1,277 New
TIM
1193
Thompson Investment Management
Wisconsin
$203K +$193K +1,265 New
AIA
1194
Allegis Investment Advisors
Idaho
$203K +$193K +1,266 New
MJP
1195
Michael J. Puzo
$202K +$192K +1,260 New
ERIM
1196
Eagle Ridge Investment Management
Connecticut
$201K +$191K +1,254 New
NCM
1197
New Capital Management
Texas
$201K +$192K +1,257 New
HIM
1198
HughesLittle Investment Management
$200K +$191K +1,250 New
LIM
1199
Leavell Investment Management
Alabama
$200K +$191K +1,250 New
BCP
1200
Blue Chip Partners
Michigan
$197K +$458 +3 +0.2%
46 47
48
49 50