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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1401
Gerber Kawasaki Wealth & Investment Management
California
$298K +$2.63K +12 +1%
SAM
1402
Strategy Asset Managers
California
$297K +$268K +1,226 New
MC
1403
Matisse Capital
Oregon
$295K – – –
PWA
1404
Peterson Wealth Advisors
Utah
$295K +$656 +3 +0.2%
WPW
1405
Waldron Private Wealth
Pennsylvania
$295K +$47K +215 +21%
ATPW
1406
Ashton Thomas Private Wealth
Arizona
$295K +$266K +1,218 New
GLA
1407
Good Life Advisors
Pennsylvania
$294K +$17.7K +81 +7%
GC
1408
Grace Capital
Massachusetts
$294K +$265K +1,213 New
PGA
1409
Premia Global Advisors
Florida
$292K +$264K +1,209 New
PGCM
1410
Prescott Group Capital Management
Oklahoma
$291K – – –
TFS
1411
TrustCore Financial Services
Tennessee
$291K +$16.6K +76 +7%
HHAA
1412
Henry H. Armstrong Associates
Pennsylvania
$290K – – –
AFNAS
1413
American Financial Network Advisory Services
California
$289K -$55.1K -252 -17%
OA
1414
Oxbow Advisors
Texas
$289K – – –
ECG
1415
Edge Capital Group
Georgia
$287K -$875 -4 -0.3%
WPW
1416
Winthrop Partners - WNY
New York
$287K +$11.6K +53 +5%
QT
1417
Quantamental Technologies
New York
$286K +$114K +522 +79%
BC
1418
Burleson & Co
California
$285K – – –
LPT
1419
Legacy Private Trust
Wisconsin
$285K +$7.87K +36 +3%
NSAM
1420
North Star Asset Management
Wisconsin
$284K – – –
OAM
1421
Oak Asset Management
California
$284K – – –
CA
1422
Cullinan Associates
Kentucky
$283K – – –
VWM
1423
Valley Wealth Managers
New Jersey
$282K -$87.5K -400 -26%
ICM
1424
IMS Capital Management
Oregon
$280K – – –
CAM
1425
Carret Asset Management
New York
$279K +$7.22K +33 +3%
55 56
57
58 59