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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
SRSA
1426
S.R. Schill & Associates
Washington
$750K +$15.1K +45 +2%
PCTC
1427
Perkins Coie Trust Company
Washington
$749K -$294K -875 -29%
TIM
1428
Tortoise Investment Management
New York
$747K -$16.8K -50 -2%
FSA
1429
Fort Sheridan Advisors
Illinois
$747K +$1.68K +5 +0.2%
BCM
1430
Birmingham Capital Management
Alabama
$746K
SSG
1431
Summit Securities Group
New York
$746K +$67.2K +200 +11%
ECM
1432
Exchange Capital Management
Michigan
$744K
ST
1433
Smithfield Trust
Pennsylvania
$744K +$38K +113 +6%
Capstone Investment Advisors
1434
Capstone Investment Advisors
New York
$744K +$704K +2,095 New
FSA
1435
Franklin Street Advisors
North Carolina
$743K
WA
1436
Wealth Alliance
New York
$741K -$92.4K -275 -12%
SFG
1437
SNS Financial Group
Minnesota
$738K -$120K -358 -15%
CWP
1438
Capital Wealth Planning
Florida
$735K -$93.8K -279 -12%
PMFA
1439
Plante Moran Financial Advisors
Michigan
$732K +$43.4K +129 +7%
I
1440
INVST
Indiana
$732K +$48.7K +145 +8%
DAM
1441
Delta Asset Management
Tennessee
$731K -$12.4K -37 -2%
EWM
1442
EPG Wealth Management
Georgia
$731K +$22.2K +66 +3%
EMG
1443
ETF Managers Group
New Jersey
$730K -$117K -348 -14%
MCP
1444
Mirador Capital Partners
California
$730K +$7.73K +23 +1%
CA
1445
Calton & Associates
Florida
$729K +$13.8K +41 +2%
3F
1446
360 Financial
Minnesota
$728K -$11.8K -35 -2%
C
1447
Certuity
Florida
$728K +$177K +526 +34%
VR
1448
Viridian RIA
Washington
$725K
FMWA
1449
Forvis Mazars Wealth Advisors
Missouri
$725K +$30.9K +92 +5%
SFO
1450
Stokes Family Office
Louisiana
$723K +$38.3K +114 +6%