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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1401
Calton & Associates
Florida
$546K +$90.6K +305 +20%
CFIA
1402
Cantor Fitzgerald Investment Advisors
New York
$545K +$5.94K +20 +1%
BHBT
1403
Burke & Herbert Bank & Trust
Virginia
$544K +$140K +470 +34%
QT
1404
Quantamental Technologies
New York
$543K +$117K +392 +27%
PRC
1405
Pearl River Capital
Michigan
$543K +$476K +1,602 +651%
PP
1406
PagnatoKarp Partners
Virginia
$542K -$36.3K -122 -6%
SSWM
1407
Sheets Smith Wealth Management
North Carolina
$542K -$1.49K -5 -0.3%
FI
1408
Financial Insights
Washington
$542K +$8.32K +28 +2%
KMWM
1409
Keudell/Morrison Wealth Management
Oregon
$539K -$594 -2 -0.1%
FHA
1410
First Horizon Advisors
Tennessee
$539K – – –
KJHP
1411
K.J. Harrison & Partners
Ontario, Canada
$539K – – –
FIG
1412
FundX Investment Group
California
$538K – – –
WWM
1413
Windsor Wealth Management
Indiana
$536K +$62.1K +209 +13%
PMFA
1414
Plante Moran Financial Advisors
Michigan
$534K +$30.9K +104 +6%
EWA
1415
Evolution Wealth Advisors
Florida
$534K +$403K +1,356 +295%
ONST
1416
Old North State Trust
North Carolina
$533K -$4.16K -14 -0.8%
FBB
1417
Fulton Breakefield Broenniman
Maryland
$532K +$39.5K +133 +8%
KFA
1418
Krane Funds Advisors
New York
$531K +$21.1K +71 +4%
MPAM
1419
Murphy Pohlad Asset Management
Minnesota
$530K +$37.1K +125 +7%
C
1420
Cerebellum
California
$530K +$84.7K +285 +19%
PAM
1421
Peak Asset Management
Colorado
$529K -$4.46K -15 -0.8%
CB
1422
CNB Bank
Pennsylvania
$529K -$3.27K -11 -0.6%
AAM
1423
American Asset Management
Florida
$527K -$297 -1 -0.1%
CPSAC
1424
Chas P. Smith & Associates (CPS)
Florida
$526K +$5.94K +20 +1%
BCM
1425
BTC Capital Management
Iowa
$526K +$18.1K +61 +4%
55 56
57
58 59