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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1601
Choreo LLC
Illinois
$504K -$31.6K -94 -6%
GAM
1602
Gould Asset Management
California
$499K – – –
HFRG
1603
Houlihan Financial Resource Group
Virginia
$499K +$450K +1,338 New
MPAM
1604
Murphy Pohlad Asset Management
Minnesota
$498K – – –
MWM
1605
Moulton Wealth Management
Washington
$498K +$672 +2 +0.2%
GIA
1606
Guyasuta Investment Advisors
Pennsylvania
$498K +$75.6K +225 +19%
HTI
1607
Hikari Tsushin Inc
Japan
$497K – – –
CWM
1608
Circle Wealth Management
New Jersey
$497K +$72.6K +216 +18%
ATC
1609
Adirondack Trust Company
New York
$496K – – –
KPCM
1610
Kings Point Capital Management
New York
$494K +$274K +816 +142%
AWM
1611
Aberdeen Wealth Management
Illinois
$492K -$61.8K -184 -12%
CCM
1612
Carlson Capital Management
Minnesota
$490K -$161K -480 -26%
RCM
1613
RNC Capital Management
California
$490K +$34.3K +102 +8%
RSWM
1614
Robertson Stephens Wealth Management
California
$487K +$461K +1,372 New
FDS
1615
First Dallas Securities
Texas
$486K +$460K +1,370 New
V
1616
VeraBank
Texas
$485K – – –
PMA
1617
Prudent Man Advisors
Illinois
$485K +$12.8K +38 +3%
AIC
1618
Ameritas Investment Company
Nebraska
$484K – – –
S
1619
SimplyRich
California
$484K +$105K +311 +30%
CCP
1620
Cardan Capital Partners
Colorado
$481K – – –
RZH
1621
Relyea Zuckerberg Hanson
Connecticut
$481K +$25.5K +76 +6%
BHA
1622
Beech Hill Advisors
New York
$479K – – –
PWA
1623
Peterson Wealth Advisors
Utah
$479K +$1.34K +4 +0.3%
AC
1624
Addison Capital
Pennsylvania
$474K – – –
PFG
1625
PAX Financial Group
Texas
$474K +$18.5K +55 +4%
63 64
65
66 67