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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1501
Prestige Wealth Management Group
New Jersey
$440K +$109K +367 +32%
CNBT
1502
Canandaigua National Bank & Trust
New York
$439K +$12.8K +43 +3%
WPW
1503
Waldron Private Wealth
Pennsylvania
$439K +$21.4K +72 +5%
RIM
1504
Regent Investment Management
Kentucky
$436K – – –
VR
1505
Viridian RIA
Washington
$436K +$75.8K +255 +21%
1W
1506
1776 Wealth
Georgia
$436K +$427K +1,437 New
EWM
1507
EPG Wealth Management
Georgia
$435K +$440K +1,479 New
EW
1508
Evoke Wealth
California
$434K +$136K +456 +45%
HFRG
1509
Houlihan Financial Resource Group
Virginia
$434K +$438K +1,475 New
WCG
1510
Weaver Consulting Group
California
$433K +$313K +1,052 +233%
MCM
1511
McRae Capital Management
New Jersey
$431K – – –
MWC
1512
MBM Wealth Consultants
Missouri
$430K -$44.9K -151 -9%
ATC
1513
Adirondack Trust Company
New York
$430K -$13.4K -45 -3%
FDS
1514
First Dallas Securities
Texas
$425K -$10.4K -35 -2%
GIP
1515
Greatmark Investment Partners
Georgia
$422K -$7.43K -25 -2%
G
1516
GenTrust
Florida
$420K +$5.94K +20 +1%
NEAM
1517
New England Asset Management
Connecticut
$419K – – –
FAT
1518
First American Trust
California
$418K +$22.3K +75 +6%
GAM
1519
Gould Asset Management
California
$413K – – –
PFGIA
1520
Patriot Financial Group Insurance Agency
Massachusetts
$413K +$101K +339 +32%
ACM
1521
Anfield Capital Management
California
$413K +$398K +1,340 New
ECG
1522
Edge Capital Group
Georgia
$412K -$30.6K -103 -7%
BPC
1523
Banque Pictet & Cie
Switzerland
$411K -$59.4K -200 -13%
HTI
1524
Hikari Tsushin Inc
Japan
$411K – – –
HR
1525
Hayden Royal
North Carolina
$409K +$155K +522 +70%
59 60
61
62 63