We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1201
Altium Wealth Management
New York
$301K +$89.6K +475 +42%
MWM
1202
Modera Wealth Management
New Jersey
$300K -$10.9K -58 -4%
XSC
1203
X-Square Capital
Puerto Rico
$299K -$7.36K -39 -2%
BRA
1204
Bender Robert & Associates
California
$298K -$8.49K -45 -3%
SIM
1205
SSI Investment Management
California
$297K -$5.09K -27 -2%
JIC
1206
Joel Isaacson & Co
New York
$295K – – –
OWD
1207
Osborn Williams & Donohoe
Ohio
$295K – – –
CCT
1208
Chemung Canal Trust
New York
$294K -$49.2K -261 -14%
BST
1209
Bath Savings Trust
Maine
$292K – – –
BHA
1210
Beech Hill Advisors
New York
$292K – – –
VCA
1211
Verdence Capital Advisors
Maryland
$291K -$2.26K -12 -0.8%
SVCP
1212
Silicon Valley Capital Partners
California
$291K +$24.5K +130 +9%
HPC
1213
HM Payson & Co
Maine
$290K +$11.5K +61 +4%
AL
1214
Aspiriant LLC
California
$290K +$290K +1,539 New
BTNA
1215
Bremer Trust National Association
Minnesota
$289K -$35.7K -189 -11%
WIM
1216
Westside Investment Management
California
$288K – – –
CNBT
1217
Canandaigua National Bank & Trust
New York
$288K -$55.5K -294 -16%
HL
1218
HeadInvest LLC
Maine
$288K – – –
CFD
1219
Creative Financial Designs
Indiana
$287K -$11.3K -60 -4%
SSWM
1220
Sheets Smith Wealth Management
North Carolina
$287K +$14.2K +75 +5%
AFNAS
1221
American Financial Network Advisory Services
California
$286K -$388K -2,055 -99%
CWA
1222
Clarus Wealth Advisors
Arizona
$285K +$8.11K +43 +3%
MGIA
1223
Moneta Group Investment Advisors
Missouri
$284K – – –
ST
1224
Spinnaker Trust
Maine
$284K – – –
BA
1225
Birinyi Associates
Connecticut
$283K -$37.7K -200 -12%
47 48
49
50 51