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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
1301
Avidian Wealth Enterprises
Texas
$273K
MIM
1302
Montgomery Investment Management
Maryland
$272K
PJSIMP
1303
P.J. Schmidt Investment Management (PJS)
Wisconsin
$272K
CIP
1304
Convergence Investment Partners
Florida
$271K -$6.32K -32 -2%
BA
1305
BKS Advisors
Michigan
$269K
SMFS
1306
Squar Milner Financial Services
California
$269K +$26.3K +133 +12%
NFG
1307
Nadler Financial Group
Illinois
$269K +$39.5K +200 +18%
CCP
1308
Clarkston Capital Partners
Michigan
$266K -$13.8K -70 -5%
HCM
1309
HMS Capital Management
Tennessee
$266K +$252K +1,275 New
I
1310
INVST
Indiana
$265K
NFG
1311
Nations Financial Group
Iowa
$263K +$395 +2 +0.2%
LCM
1312
Laurion Capital Management
New York
$262K -$207K -1,048 -46%
ARMT
1313
Amica Retiree Medical Trust
Rhode Island
$262K
CWP
1314
Capital Wealth Planning
Florida
$262K +$248K +1,255 New
HIM
1315
HughesLittle Investment Management
$261K
AW
1316
Alpha Windward
Massachusetts
$260K +$10.7K +54 +5%
CBU
1317
CIBC Bank USA
Illinois
$259K
HR
1318
Howe & Rusling
New York
$257K -$8.89K -45 -4%
MC
1319
Matisse Capital
Oregon
$255K
OAM
1320
Oak Asset Management
California
$255K
GLI
1321
Guardian Life Insurance
New York
$253K +$40.9K +207 +21%
TFF
1322
The Family Firm
Maryland
$252K +$198 +1 +0.1%
DWM
1323
Dorchester Wealth Management
Quebec, Canada
$251K
PGCM
1324
Prescott Group Capital Management
Oklahoma
$251K
HHAA
1325
Henry H. Armstrong Associates
Pennsylvania
$250K