We are live on ! Find out more
COST icon

Costco

Name Holding Trade Value Shares
Change
Change in
Stake
BRC
1201
Bell Rock Capital
Delaware
$318K -$407K -2,356 -58%
AWS
1202
AJ Wealth Strategies
New York
$318K
MCP
1203
Mirador Capital Partners
California
$318K +$41.8K +242 +16%
PSF
1204
Pacific Sun Financial
California
$318K +$295K +1,709 New
BA
1205
Birinyi Associates
Connecticut
$316K -$302K -1,750 -51%
FC
1206
Fulcrum Capital
Washington
$316K +$293K +1,700 New
DWM
1207
Doyle Wealth Management
Florida
$310K -$54.6K -316 -16%
CF
1208
Centaurus Financial
California
$308K +$286K +1,654 New
MWM
1209
Modera Wealth Management
New Jersey
$307K +$59.6K +345 +26%
MAM
1210
Meeder Asset Management
Ohio
$306K +$283K +1,639 New
Balyasny Asset Management
1211
Balyasny Asset Management
Illinois
$303K -$95.8K -555 -25%
BRA
1212
Bender Robert & Associates
California
$302K -$24.2K -140 -8%
DWM
1213
Darwin Wealth Management
Florida
$302K +$26.4K +153 +10%
XSC
1214
X-Square Capital
Puerto Rico
$302K +$280K +1,624 New
CWA
1215
Cypress Wealth Advisors
California
$301K -$40.2K -233 -13%
JFGIW
1216
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$301K
SIM
1217
SSI Investment Management
California
$299K -$1.21K -7 -0.4%
MS
1218
Marshall & Sullivan
Washington
$299K
WIM
1219
Westside Investment Management
California
$297K -$14.5K -84 -5%
CFD
1220
Creative Financial Designs
Indiana
$295K -$3.8K -22 -1%
CA
1221
Continuum Advisory
Idaho
$294K +$8.63K +50 +3%
JIC
1222
Joel Isaacson & Co
New York
$292K -$12.1K -70 -4%
OWD
1223
Osborn Williams & Donohoe
Ohio
$292K
CWS
1224
Cypress Wealth Services
California
$291K +$270K +1,564 New
VCA
1225
Verdence Capital Advisors
Maryland
$289K +$268K +1,554 New