We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1276
Chickasaw Capital Management
Tennessee
$246K -$199K -1,150 -47%
RT
1277
Rockland Trust
Massachusetts
$246K +$228K +1,320 New
MBA
1278
McQueen Ball & Associates
Pennsylvania
$245K – – –
WDA
1279
Wendell David Associates
New Hampshire
$245K – – –
TWM
1280
Titus Wealth Management
California
$245K +$227K +1,314 New
ISL
1281
Ingalls & Snyder LLC
New York
$244K -$449K -2,603 -66%
CIM
1282
Confluence Investment Management
Missouri
$244K +$226K +1,310 New
II
1283
Inspire Investing
Idaho
$244K +$226K +1,310 New
AWE
1284
Avidian Wealth Enterprises
Texas
$243K – – –
MIM
1285
Montgomery Investment Management
Maryland
$242K – – –
PJSIMP
1286
P.J. Schmidt Investment Management (PJS)
Wisconsin
$242K – – –
NFG
1287
Nadler Financial Group
Illinois
$241K -$25.9K -150 -10%
BCP
1288
Blue Chip Partners
Michigan
$241K +$518 +3 +0.2%
PA
1289
PFG Advisors
Arizona
$241K +$223K +1,294 New
GFPC
1290
Global Financial Private Capital
Florida
$240K -$314K -1,818 -58%
BA
1291
BKS Advisors
Michigan
$240K – – –
NCM
1292
New Capital Management
Texas
$239K +$345 +2 +0.2%
RIA
1293
Regal Investment Advisors
Michigan
$238K +$2.76K +16 +1%
TFF
1294
The Family Firm
Maryland
$236K +$173 +1 +0.1%
BKA
1295
Brick & Kyle Associates
Pennsylvania
$235K -$17.3K -100 -7%
TIM
1296
Thompson Investment Management
Wisconsin
$235K – – –
SG
1297
StoneX Group
New York
$235K +$218K +1,262 New
WIA
1298
Wealthstreet Investment Advisors
Texas
$235K +$218K +1,265 New
HWA
1299
Heritage Wealth Advisors
Virginia
$235K +$219K +1,267 New
AC
1300
Arjuna Capital
North Carolina
$234K +$217K +1,256 New
50 51
52
53 54