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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
AGA
1326
Accuvest Global Advisors
Utah
$375K -$245K -1,121 -42%
PWP
1327
Principle Wealth Partners
Connecticut
$375K
CL
1328
Choreo LLC
Illinois
$373K +$337K +1,539 New
Coatue Management
1329
Coatue Management
New York
$372K +$9.84K +45 +3%
AWE
1330
Avidian Wealth Enterprises
Texas
$371K -$48.1K -220 -13%
PJSIMP
1331
P.J. Schmidt Investment Management (PJS)
Wisconsin
$371K +$12.5K +57 +4%
HL
1332
HeadInvest LLC
Maine
$370K -$335K -1,530 -50%
NFG
1333
Nations Financial Group
Iowa
$370K +$22.1K +101 +7%
MWC
1334
MBM Wealth Consultants
Missouri
$366K +$26.9K +123 +9%
GAM
1335
Gould Asset Management
California
$364K
BA
1336
Birinyi Associates
Connecticut
$363K -$65.6K -300 -17%
AA
1337
Apriem Advisors
California
$363K -$41.6K -190 -11%
RP
1338
Rice Partnership
Hawaii
$363K +$14.7K +67 +5%
PHK
1339
Point72 Hong Kong
Hong Kong
$363K +$328K +1,500 New
FMWA
1340
Forvis Mazars Wealth Advisors
Missouri
$362K +$71.7K +328 +28%
RIM
1341
Regent Investment Management
Kentucky
$360K +$98.4K +450 +43%
CFD
1342
Creative Financial Designs
Indiana
$359K -$6.12K -28 -2%
GIP
1343
Greatmark Investment Partners
Georgia
$354K -$38.3K -175 -11%
ATC
1344
Adirondack Trust Company
New York
$354K -$20.3K -93 -6%
ZB
1345
Zions Bancorporation
Utah
$353K +$26K +119 +9%
CIM
1346
Confluence Investment Management
Missouri
$352K -$40.5K -185 -11%
CIP
1347
Convergence Investment Partners
Florida
$352K +$656 +3 +0.2%
BRA
1348
Bender Robert & Associates
California
$352K +$13.1K +60 +4%
AF
1349
Aldebaran Financial
$351K +$2.19K +10 +0.7%
CCM
1350
Cadence Capital Management
Massachusetts
$350K +$316K +1,444 New