We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
1401
First Dallas Securities
Texas
$426K -$84.4K -300 -17%
BOPW
1402
Brandywine Oak Private Wealth
Pennsylvania
$425K +$10.1K +36 +3%
MCM
1403
McRae Capital Management
New Jersey
$423K -$141K -500 -25%
CIM
1404
Confluence Investment Management
Missouri
$423K -$3.38K -12 -0.8%
GIP
1405
Greatmark Investment Partners
Georgia
$421K – – –
QT
1406
Quantamental Technologies
New York
$419K +$410K +1,456 New
ATC
1407
Adirondack Trust Company
New York
$418K +$1.41K +5 +0.3%
CNBT
1408
Canandaigua National Bank & Trust
New York
$418K +$21.7K +77 +6%
CWM
1409
Cornerstone Wealth Management
Missouri
$416K +$4.22K +15 +1%
FRM
1410
Fox Run Management
Connecticut
$414K +$404K +1,437 New
AF
1411
Aldebaran Financial
$412K – – –
NEAM
1412
New England Asset Management
Connecticut
$411K – – –
CCP
1413
Clarkston Capital Partners
Michigan
$410K -$7.04K -25 -2%
WPW
1414
Waldron Private Wealth
Pennsylvania
$410K +$120K +427 +43%
G
1415
GenTrust
Florida
$406K – – –
GAM
1416
Gould Asset Management
California
$405K +$1.41K +5 +0.4%
FMWA
1417
Forvis Mazars Wealth Advisors
Missouri
$403K -$37.7K -134 -9%
HTI
1418
Hikari Tsushin Inc
Japan
$403K – – –
IIA
1419
IPG Investment Advisors
California
$401K +$391K +1,391 New
CFD
1420
Creative Financial Designs
Indiana
$400K -$20.3K -72 -5%
EWM
1421
Evermay Wealth Management
Virginia
$400K -$2.81K -10 -0.7%
PWP
1422
Principle Wealth Partners
Connecticut
$399K +$52.3K +186 +16%
BHBT
1423
Burke & Herbert Bank & Trust
Virginia
$398K -$4.78K -17 -1%
SIM
1424
SSI Investment Management
California
$395K – – –
WAP
1425
Wealthcare Advisory Partners
Pennsylvania
$394K +$281 +1 +0.1%
55 56
57
58 59