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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1401
Strategy Asset Managers
California
$650K +$25.9K +85 +4%
PHAM
1402
Palisades Hudson Asset Management
Florida
$646K
SSWM
1403
Sheets Smith Wealth Management
North Carolina
$646K +$67.5K +222 +12%
PFGIA
1404
Patriot Financial Group Insurance Agency
Massachusetts
$646K +$164K +538 +34%
FNC
1405
First National Corp
Massachusetts
$644K +$304 +1 +0%
LWM
1406
Laidlaw Wealth Management
New York
$644K +$59.3K +195 +10%
EWM
1407
Executive Wealth Management
Michigan
$642K -$253K -832 -28%
RIA
1408
Realta Investment Advisors
Delaware
$640K -$100K -329 -13%
TCM
1409
Tributary Capital Management
Nebraska
$640K -$25.9K -85 -4%
BCM
1410
Birmingham Capital Management
Alabama
$637K
ECM
1411
Exchange Capital Management
Michigan
$636K -$10K -33 -2%
DAM
1412
Delta Asset Management
Tennessee
$636K -$1.52K -5 -0.2%
FSA
1413
Fort Sheridan Advisors
Illinois
$636K +$1.22K +4 +0.2%
FNT
1414
First Nebraska Trust
Nebraska
$634K
FSA
1415
Franklin Street Advisors
North Carolina
$634K -$12.2K -40 -2%
PCWA
1416
Pacific Capital Wealth Advisors
California
$630K -$4.56K -15 -0.7%
KP
1417
Keel Point
Alabama
$629K -$66.3K -218 -10%
PBO
1418
Peoples Bank (Ohio)
Ohio
$627K -$2.13K -7 -0.3%
SRSA
1419
S.R. Schill & Associates
Washington
$627K +$8.21K +27 +1%
BHTS
1420
Bar Harbor Trust Services
Maine
$626K +$121K +399 +24%
AA
1421
Apriem Advisors
California
$622K +$4.87K +16 +0.8%
ONST
1422
Old North State Trust
North Carolina
$622K +$15.2K +50 +2%
FBB
1423
Fulton Breakefield Broenniman
Maryland
$622K +$100K +330 +19%
NERM
1424
New England Research & Management
Illinois
$622K +$327K +1,075 +110%
LSV Asset Management
1425
LSV Asset Management
Illinois
$621K +$624K +2,050 New