We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
KCPG
1201
Kavar Capital Partners Group
Kansas
$214K – – –
MIM
1202
Montgomery Investment Management
Maryland
$214K – – –
YMRC
1203
Yorktown Management & Research Company
Virginia
$214K +$204K +1,300 New
MWM
1204
Modera Wealth Management
New Jersey
$214K +$205K +1,305 New
MC
1205
Miles Capital
Iowa
$213K -$103K -656 -34%
BCP
1206
Blue Chip Partners
Michigan
$212K +$628 +4 +0.3%
BA
1207
BKS Advisors
Michigan
$211K -$1.12M -7,098 -85%
NCM
1208
New Capital Management
Texas
$211K +$3.77K +24 +2%
CBT
1209
Capital Bank & Trust
California
$211K +$20.6K +131 +11%
SFM
1210
Signet Financial Management
New Jersey
$211K +$202K +1,284 New
CIP
1211
Convergence Investment Partners
Florida
$211K +$202K +1,287 New
GS
1212
GAM Systematic
United Kingdom
$210K -$92.4K -588 -32%
LIM
1213
Leavell Investment Management
Alabama
$210K – – –
DLCIG
1214
D.L. Carlson Investment Group
New Hampshire
$209K +$200K +1,270 New
TFF
1215
The Family Firm
Maryland
$208K -$18.9K -120 -9%
GLRA
1216
Gerald L. Ray & Associates
Texas
$208K -$3.14K -20 -2%
TIM
1217
Thompson Investment Management
Wisconsin
$208K – – –
RIA
1218
Regal Investment Advisors
Michigan
$208K +$199K +1,264 New
HCM
1219
Howland Capital Management
Massachusetts
$208K +$199K +1,267 New
MJP
1220
Michael J. Puzo
$207K – – –
HIM
1221
HughesLittle Investment Management
$205K – – –
BCM
1222
Brookmont Capital Management
Texas
$205K +$196K +1,247 New
OCM
1223
One Capital Management
California
$205K +$196K +1,250 New
MWM
1224
Mascoma Wealth Management
New Hampshire
$204K – – –
G
1225
GenTrust
Florida
$204K +$195K +1,240 New
47 48
49
50 51