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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1201
SevenBridge Financial Group
Pennsylvania
$191K – – –
PCA
1202
Peddock Capital Advisors
Massachusetts
$190K – – –
SEIA
1203
Signature Estate & Investment Advisors
California
$189K -$174K -1,140 -49%
SRP
1204
Saddle Road Partners
Nebraska
$185K +$176K +1,153 New
VCM
1205
Versant Capital Management
Arizona
$175K -$15K -98 -8%
WIM
1206
Westside Investment Management
California
$170K +$160K +1,051 New
IWC
1207
Integrated Wealth Counsel
California
$160K +$45.8K +300 +43%
KPCM
1208
Kings Point Capital Management
New York
$152K – – –
GGHC
1209
Gilder Gagnon Howe & Co
New York
$152K +$145K +950 New
AOWM
1210
Alpha Omega Wealth Management
Virginia
$151K +$3.05K +20 +2%
BAM
1211
Bruderman Asset Management
New York
$139K -$464K -3,037 -78%
CPA
1212
Clear Perspective Advisors
Illinois
$139K +$133K +870 New
FI
1213
FCM Investments
Texas
$136K – – –
GI
1214
Gradient Investments
Minnesota
$128K +$85.6K +561 +236%
CSS
1215
Cubist Systematic Strategies
Connecticut
$123K -$5.29M -34,649 -98%
TDC
1216
Thompson Davis & Co
Virginia
$123K +$35K +229 +43%
CF
1217
CenterStar Fund
Illinois
$120K – – –
ACM
1218
AUA Capital Management
Pennsylvania
$120K +$114K +750 New
CFD
1219
Creative Financial Designs
Indiana
$119K +$114K +744 New
HIIFS
1220
Harel Insurance Investments & Financial Services
Israel
$117K -$45.9K -301 -29%
LNB
1221
Ledyard National Bank
$109K – – –
EA
1222
Edge Advisors
Georgia
$109K +$105K +686 New
DIA
1223
Davidson Investment Advisors
Montana
$106K +$86.7K +568 +568%
CWM
1224
Cranbrook Wealth Management
Michigan
$104K – – –
TIM
1225
Tortoise Investment Management
New York
$102K – – –
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