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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1426
Stokes Family Office
Louisiana
$525K +$539K +1,812 New
TFS
1427
TrustCore Financial Services
Tennessee
$524K -$8.92K -30 -2%
AA
1428
Apriem Advisors
California
$524K +$53.5K +180 +11%
CGA
1429
Crescent Grove Advisors
Illinois
$520K
Koshinski Asset Management
1430
Koshinski Asset Management
Illinois
$518K +$522K +1,756 New
BST
1431
Bath Savings Trust
Maine
$517K
VCM
1432
Vivaldi Capital Management
Illinois
$516K -$44.3K -149 -8%
TW
1433
TrinityPoint Wealth
Connecticut
$514K +$12.8K +43 +3%
MIM
1434
Moseley Investment Management
Florida
$513K +$297 +1 +0.1%
SRC
1435
Sage Rhino Capital
California
$511K +$2.08K +7 +0.4%
MGIA
1436
Moneta Group Investment Advisors
Missouri
$510K -$1.19K -4 -0.2%
LCOV
1437
London Company of Virginia
Virginia
$508K
VIM
1438
Veritas Investment Management
United Kingdom
$508K +$19.9K +67 +4%
CAAS
1439
Capital Asset Advisory Services
Michigan
$508K +$485K +1,633 New
CWM
1440
Cornerstone Wealth Management
Missouri
$507K +$82.9K +279 +19%
FIM
1441
Frontier Investment Management
Texas
$507K +$156K +526 +44%
SWM
1442
Stockman Wealth Management
Montana
$502K -$94.8K -319 -16%
RWM
1443
Ritholtz Wealth Management
New York
$502K +$31.2K +105 +7%
OA
1444
Oxbow Advisors
Texas
$502K +$152K +512 +43%
ECM
1445
Ensemble Capital Management
California
$500K -$11.9K -40 -2%
BHTS
1446
Bar Harbor Trust Services
Maine
$499K +$505K +1,698 New
MC
1447
Miles Capital
Iowa
$496K -$92.1K -310 -16%
EWM
1448
Endurance Wealth Management
Rhode Island
$494K +$7.43K +25 +2%
EF
1449
Empirical Finance
Pennsylvania
$493K +$180K +605 +56%
3F
1450
360 Financial
Minnesota
$492K +$466K +1,569 New