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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1601
Accredited Investors
Minnesota
$405K -$149K -490 -27%
SIM
1602
SSI Investment Management
California
$405K -$5.48K -18 -1%
DWM
1603
Darwin Wealth Management
Florida
$404K -$22.5K -74 -5%
AC
1604
Addison Capital
Pennsylvania
$404K – – –
MWM
1605
Moulton Wealth Management
Washington
$403K +$913 +3 +0.2%
CAN
1606
Claraphi Advisory Network
United States
$402K -$368K -1,209 -48%
VWA
1607
V Wealth Advisors
Kansas
$402K +$117K +384 +41%
JAM
1608
Jupiter Asset Management
United Kingdom
$402K +$404K +1,327 New
PMA
1609
Prudent Man Advisors
Illinois
$402K +$404K +1,327 New
BC
1610
Burleson & Co
California
$401K – – –
IC
1611
InterOcean Capital
Illinois
$400K +$9.13K +30 +2%
CPA
1612
Clear Perspective Advisors
Illinois
$400K +$151K +495 +60%
OCPWS
1613
One Charles Private Wealth Services
Massachusetts
$397K +$356K +1,169 New
WG
1614
Watchman Group
Texas
$397K +$399K +1,310 New
IP
1615
Investment Partners
Ohio
$395K +$32.3K +106 +9%
VCA
1616
Verdence Capital Advisors
Maryland
$395K +$396K +1,302 New
MIM
1617
Montgomery Investment Management
Maryland
$394K – – –
CIP
1618
Convergence Investment Partners
Florida
$394K +$10.6K +35 +3%
RMA
1619
Roffman Miller Associates
Pennsylvania
$394K +$395K +1,298 New
BWA
1620
BDO Wealth Advisors
Florida
$390K +$15.2K +50 +4%
HH
1621
Hilltop Holdings
Texas
$388K -$200K -659 -34%
GSIS
1622
Global Strategic Investment Solutions
Arizona
$388K -$78.2K -257 -17%
WFA
1623
Wellspring Financial Advisors
Ohio
$388K – – –
PFG
1624
PAX Financial Group
Texas
$388K +$18.3K +60 +5%
RCIM
1625
Red Cedar Investment Management
Michigan
$388K +$389K +1,278 New
63 64
65
66 67