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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
1251
Lederer & Associates Investment Counsel
California
$1.5M +$47.3K +125 +3%
FFS
1252
Founders Financial Securities
Maryland
$1.5M +$180K +475 +14%
AWS
1253
AJ Wealth Strategies
New York
$1.5M – – –
WP
1254
Waycross Partners
Kentucky
$1.5M +$298K +788 +26%
DBRC
1255
D.B. Root & Company
Pennsylvania
$1.5M +$88.9K +235 +7%
KF
1256
Krilogy Financial
Missouri
$1.5M -$161K -425 -10%
MPW
1257
Monterey Private Wealth
California
$1.49M +$57.9K +153 +4%
RWM
1258
Ritholtz Wealth Management
New York
$1.49M +$308K +814 +28%
TSS
1259
Two Sigma Securities
New York
$1.49M +$1.43M +3,771 New
CFP
1260
Curran Financial Partners
South Carolina
$1.49M -$57.9K -153 -4%
SIA
1261
SeaBridge Investment Advisors
New Jersey
$1.48M – – –
DIP
1262
DT Investment Partners
Pennsylvania
$1.48M +$76.4K +202 +6%
RCM
1263
RNC Capital Management
California
$1.48M +$114K +302 +9%
CFA
1264
Capstone Financial Advisors
Illinois
$1.47M +$12.1K +32 +0.9%
I
1265
INVST
Indiana
$1.47M +$99.8K +264 +8%
CAWM
1266
Capital Advisors Wealth Management
Washington
$1.46M +$65.4K +173 +5%
BHIC
1267
Bassett Hargrove Investment Counsel
Delaware
$1.46M +$1.4M +3,694 New
WANY
1268
Wealthspire Advisors (New York)
New York
$1.46M -$2.53M -6,678 -64%
HIA
1269
Harbor Investment Advisory
Maryland
$1.45M – – –
SP
1270
Symmetry Partners
Connecticut
$1.45M -$1.54M -4,083 -53%
FANJ
1271
Financial Architects (New Jersey)
New Jersey
$1.45M +$39.7K +105 +3%
SBIA
1272
Sheaff Brock Investment Advisors
Indiana
$1.44M -$63.9K -169 -4%
AIS
1273
AM Investment Strategies
Tennessee
$1.44M +$1.89M +5,001 +138%
DWM
1274
Dorchester Wealth Management
Quebec, Canada
$1.44M -$101K -266 -7%
BOM
1275
Bank of Marin
California
$1.43M -$28.4K -75 -2%
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