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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
FP
1326
Foundry Partners
Minnesota
$214K -$13.3K -77 -6%
OAM
1327
Oak Asset Management
California
$213K +$198K +1,147 New
WPW
1328
Winthrop Partners - WNY
New York
$212K +$194K +1,122 New
SMFS
1329
Squar Milner Financial Services
California
$210K +$183K +1,059 New
CBU
1330
CIBC Bank USA
Illinois
$210K +$195K +1,130 New
PWA
1331
Peterson Wealth Advisors
Utah
$210K +$195K +1,130 New
PPSG
1332
Princeton Portfolio Strategies Group
New Jersey
$210K +$195K +1,130 New
GKWIM
1333
Gerber Kawasaki Wealth & Investment Management
California
$210K +$195K +1,131 New
AWM
1334
Altium Wealth Management
New York
$209K +$194K +1,122 New
RP
1335
Rice Partnership
Hawaii
$209K +$194K +1,122 New
DIP
1336
DT Investment Partners
Pennsylvania
$209K +$194K +1,125 New
G
1337
GenTrust
Florida
$208K -$21.6K -125 -10%
ACM
1338
Alta Capital Management
Utah
$206K +$192K +1,112 New
MWM
1339
Mascoma Wealth Management
New Hampshire
$205K -$28.5K -165 -13%
Aristotle Capital Management
1340
Aristotle Capital Management
California
$205K +$190K +1,100 New
OIWM
1341
OptiFour Integrated Wealth Management
Virginia
$205K +$190K +1,101 New
BC
1342
Burleson & Co
California
$204K +$189K +1,095 New
TG
1343
TLP Group
Illinois
$204K +$189K +1,095 New
PFM
1344
Parsec Financial Management
North Carolina
$204K +$190K +1,098 New
LRIA
1345
Leonard Rickey Investment Advisors
Washington
$203K +$188K +1,089 New
NGA
1346
Naples Global Advisors
Florida
$203K +$188K +1,091 New
NIA
1347
Northstar Investment Advisors
Colorado
$203K +$189K +1,093 New
RCM
1348
RNC Capital Management
California
$201K +$186K +1,077 New
AFC
1349
AFT Forsyth & Company
Florida
$201K +$186K +1,079 New
LJHT
1350
Laurie J. Hall Trustee
$191K +$17.3K +100 +11%