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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1501
RMR Capital Management
California
$3.09M – – –
WAM
1502
Werlinich Asset Management
Connecticut
$3.09M -$7.8K -10 -0.3%
ZF
1503
Zega Financial
Florida
$3.08M +$2.39M +3,061 +541%
CVA
1504
Central Valley Advisors
California
$3.07M -$105K -134 -3%
FBFS
1505
First Business Financial Services
Wisconsin
$3.07M +$264K +338 +10%
MA
1506
Mezzasalma Advisors
New Jersey
$3.07M +$1.36M +1,739 +93%
WCF
1507
West Coast Financial
California
$3.06M -$10.1K -13 -0.4%
VWM
1508
Venturi Wealth Management
Texas
$3.06M +$64.8K +83 +2%
OCBCO
1509
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.06M +$529K +678 +23%
DBRC
1510
D.B. Root & Company
Pennsylvania
$3.04M -$116K -149 -4%
FFS
1511
Founders Financial Securities
Maryland
$3.04M +$3.12K +4 +0.1%
PFGIA
1512
Patriot Financial Group Insurance Agency
Massachusetts
$3.04M +$290K +372 +12%
TCA
1513
Transcend Capital Advisors
New Jersey
$3.03M +$60.9K +78 +2%
I
1514
INVST
Indiana
$3.03M +$171K +219 +7%
MCC
1515
Malaga Cove Capital
California
$3.03M -$6.24K -8 -0.2%
PCM
1516
Princeton Capital Management
New Jersey
$3.02M -$11.7K -15 -0.4%
CPSC
1517
Carl P. Sherr & Co
Massachusetts
$3.02M – – –
LC
1518
Lindbrook Capital
California
$3.02M -$59.3K -76 -2%
ACM
1519
Allred Capital Management
Texas
$3.01M -$14.8K -19 -0.5%
PFA
1520
Peak Financial Advisors
Colorado
$3.01M -$76.5K -98 -3%
BCA
1521
Bay Colony Advisors
Massachusetts
$3M +$69.4K +89 +3%
MSFS
1522
Main Street Financial Solutions
Pennsylvania
$3M +$512K +656 +23%
BO
1523
Bank OZK
Arkansas
$3M +$254K +325 +10%
PWS
1524
Peloton Wealth Strategists
Indiana
$3M – – –
MIA
1525
MeadowBrook Investment Advisors
Michigan
$2.99M -$48.4K -62 -2%
59 60
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