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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1251
Hendley & Co
Ohio
$385K – – –
CWA
1252
Clarus Wealth Advisors
Arizona
$385K +$6.7K +30 +2%
DI
1253
DFPG Investments
Utah
$385K +$422K +1,889 New
PCA
1254
Peddock Capital Advisors
Massachusetts
$384K – – –
PIA
1255
Pinion Investment Advisors
Kansas
$384K +$63.6K +285 +18%
SFG
1256
SNS Financial Group
Minnesota
$383K -$89.3K -400 -18%
SCP
1257
Seizert Capital Partners
Michigan
$383K – – –
JIC
1258
Joel Isaacson & Co
New York
$383K +$6.92K +31 +2%
GCP
1259
Gill Capital Partners
Colorado
$382K +$292K +1,309 New
HC
1260
Hourglass Capital
Texas
$381K – – –
QIM
1261
Quest Investment Management
Oregon
$380K – – –
PWPS
1262
Pinnacle Wealth Planning Services
Ohio
$379K -$10.9K -49 -3%
PAM
1263
Peak Asset Management
Colorado
$376K +$16.8K +75 +4%
CFIA
1264
Cantor Fitzgerald Investment Advisors
New York
$374K -$7.59K -34 -2%
FIG
1265
FundX Investment Group
California
$373K – – –
VAG
1266
VisionPoint Advisory Group
Texas
$372K +$408K +1,825 New
KOCAA
1267
Knights of Columbus Asset Advisors
Connecticut
$371K -$62.8K -281 -13%
UC
1268
Unio Capital
New Jersey
$371K +$112K +500 +38%
AFP
1269
Ausdal Financial Partners
Iowa
$369K -$49.4K -221 -11%
BA
1270
Birinyi Associates
Connecticut
$367K +$67K +300 +20%
CF
1271
Centaurus Financial
California
$366K – – –
WP
1272
WealthSource Partners
California
$366K +$29K +130 +8%
PTB
1273
Pioneer Trust Bank
Oregon
$365K +$5.81K +26 +1%
LSAG
1274
Lake Street Advisors Group
New Hampshire
$363K -$8.93K -40 -2%
CB
1275
CNB Bank
Pennsylvania
$363K +$59.2K +265 +17%
49 50
51
52 53