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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
1401
GYL Financial Synergies
Connecticut
$345K +$70.5K +283 +28%
MIM
1402
Montgomery Investment Management
Maryland
$344K – – –
TSS
1403
Two Sigma Securities
New York
$340K +$321K +1,287 New
TRCT
1404
Tower Research Capital (TRC)
New York
$338K -$2.1M -8,416 -87%
FAT
1405
First American Trust
California
$337K +$57.3K +230 +22%
GLI
1406
Guardian Life Insurance
New York
$336K – – –
CPA
1407
Clear Perspective Advisors
Illinois
$335K -$28.2K -113 -8%
VWM
1408
Valley Wealth Managers
New Jersey
$335K +$24.9K +100 +9%
MFW
1409
Meristem Family Wealth
Minnesota
$334K +$1.99K +8 +0.6%
NFG
1410
Nadler Financial Group
Illinois
$333K -$18.7K -75 -6%
HIM
1411
HughesLittle Investment Management
$330K – – –
HR
1412
Howe & Rusling
New York
$329K -$249 -1 -0.1%
TFF
1413
The Family Firm
Maryland
$329K +$498 +2 +0.2%
GKWIM
1414
Gerber Kawasaki Wealth & Investment Management
California
$329K +$4.24K +17 +1%
OAM
1415
Oak Asset Management
California
$328K – – –
SAM
1416
Strategy Asset Managers
California
$324K – – –
PWA
1417
Peterson Wealth Advisors
Utah
$323K +$498 +2 +0.2%
SMFS
1418
Squar Milner Financial Services
California
$322K -$21.7K -87 -7%
GLA
1419
Good Life Advisors
Pennsylvania
$322K -$748 -3 -0.2%
MC
1420
Matisse Capital
Oregon
$322K – – –
MC
1421
Miles Capital
Iowa
$322K +$40.4K +162 +15%
GIA
1422
Guyasuta Investment Advisors
Pennsylvania
$322K +$49.8K +200 +20%
GC
1423
Grace Capital
Massachusetts
$321K – – –
PL
1424
Perpetual Ltd
Australia
$320K -$99.7K -400 -25%
BC
1425
Burleson & Co
California
$320K – – –
55 56
57
58 59