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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
1251
Level Four Advisory Services
Texas
$2.16M -$141K -277 -6%
CAG
1252
Csenge Advisory Group
Florida
$2.16M +$60.4K +119 +3%
MWM
1253
Merriman Wealth Management
Washington
$2.16M +$246K +485 +12%
HPCM
1254
Hunter Perkins Capital Management
Illinois
$2.16M +$254K +500 +13%
CA
1255
Continuum Advisory
Idaho
$2.15M -$365K -719 -14%
FMAEN1
1256
Fund Management at Engine No 1
California
$2.15M +$366K +721 +19%
Wolverine Trading
1257
Wolverine Trading
Illinois
$2.14M -$9.79M -19,302 -81%
ANTB
1258
AMG National Trust Bank
Colorado
$2.13M -$65.4K -129 -3%
SIG
1259
Sargent Investment Group
Maryland
$2.13M +$178K +350 +9%
LWM
1260
Laidlaw Wealth Management
New York
$2.13M -$9.64K -19 -0.4%
HCM
1261
Highview Capital Management
Illinois
$2.13M +$53.8K +106 +2%
PCG
1262
Prosperity Consulting Group
Maryland
$2.12M -$75.1K -148 -3%
WI
1263
Wintrust Investments
Illinois
$2.12M +$8.62K +17 +0.4%
CIAS
1264
Capital Investment Advisory Services
North Carolina
$2.11M -$36.5K -72 -2%
AA
1265
Altrafin AG
$2.1M -$1.14M -2,253 -34%
BAM
1266
Bruderman Asset Management
New York
$2.1M -$75.6K -149 -3%
BIAS
1267
Beacon Investment Advisory Services
New Jersey
$2.09M -$48.7K -96 -2%
BG
1268
Benedetti & Gucer
Georgia
$2.08M -$165K -326 -8%
SS
1269
Simplicity Solutions
Minnesota
$2.08M -$323K -636 -13%
RWA
1270
RGT Wealth Advisors
Texas
$2.08M -$323K -637 -13%
CI
1271
Conning Inc
Connecticut
$2.07M -$12.2K -24 -0.6%
AB
1272
Atlas Brown
Kentucky
$2.07M
SHGA
1273
Sand Hill Global Advisors
California
$2.06M +$135K +266 +7%
VAS
1274
Vestmark Advisory Solutions
Massachusetts
$2.06M +$1.48M +2,913 +209%
PAM
1275
Peak Asset Management
Colorado
$2.06M +$495K +975 +29%