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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
FI
1551
Financial Insights
Washington
$923K
PWPS
1552
Pinnacle Wealth Planning Services
Ohio
$920K +$8.35K +19 +0.9%
LCP
1553
Legacy Capital Partners
Wisconsin
$918K -$331K -752 -27%
FSA
1554
Fort Sheridan Advisors
Illinois
$918K -$3.08K -7 -0.3%
LFF
1555
Level Four Financial
Texas
$917K -$96.3K -219 -10%
ECG
1556
Edge Capital Group
Georgia
$915K +$5.28K +12 +0.6%
IA
1557
Insight Advisors
Pennsylvania
$914K +$18K +41 +2%
CC
1558
Cypress Capital
Tennessee
$914K +$894K +2,033 New
VIA
1559
Vickerman Investment Advisors
Washington
$914K +$894K +2,034 New
FSA
1560
Franklin Street Advisors
North Carolina
$910K
CB
1561
CNB Bank
Pennsylvania
$906K +$22K +50 +3%
SSA
1562
South Street Advisors
New York
$905K -$440 -1 -0%
SCM
1563
Stonebridge Capital Management
California
$905K
TIM
1564
Tortoise Investment Management
New York
$905K +$107K +244 +14%
VDI
1565
Vaughan David Investments
Illinois
$904K
AWAG
1566
ARS Wealth Advisors Group
Florida
$903K +$883K +2,009 New
AFG
1567
Allegheny Financial Group
Pennsylvania
$902K +$13.6K +31 +2%
PWSG
1568
Pacific Wealth Strategies Group
California
$901K +$58.5K +133 +7%
TCA
1569
Transcend Capital Advisors
New Jersey
$900K -$84.4K -192 -9%
ECM
1570
Exchange Capital Management
Michigan
$900K -$61.5K -140 -7%
Capstone Investment Advisors
1571
Capstone Investment Advisors
New York
$896K +$877K +1,995 New
FBT
1572
First Bank & Trust
South Dakota
$894K +$11.9K +27 +1%
GSIS
1573
Global Strategic Investment Solutions
Arizona
$893K
HPWM
1574
Highland Private Wealth Management
Washington
$893K +$167K +380 +24%
SAM
1575
Strategy Asset Managers
California
$890K -$870K -1,980 -50%