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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
4WM
1626
44 Wealth Management
Oregon
$2.99M
SFS
1627
Strategic Financial Services
New York
$2.99M -$35.3K -39 -1%
IA
1628
IFC Advisors
California
$2.99M +$107K +118 +4%
AC
1629
Arjuna Capital
North Carolina
$2.99M -$1.51M -1,665 -32%
RYIA
1630
Roehl & Yi Investment Advisors
Oregon
$2.98M +$8.16K +9 +0%
UOTTAIMCU
1631
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.98M +$2.89M +3,194 +1,228%
SAIG
1632
Semper Augustus Investments Group
Colorado
$2.97M +$10.9K +12 +0.3%
OBGC
1633
O'Brien Greene & Co
Pennsylvania
$2.97M -$20.8K -23 -0.7%
MIA
1634
MeadowBrook Investment Advisors
Michigan
$2.97M -$5.44K -6 -0.2%
CPW
1635
Cove Private Wealth
New York
$2.97M +$269K +297 +9%
SWA
1636
SFMG Wealth Advisors
Texas
$2.95M +$49.8K +55 +2%
F8IS
1637
Figure 8 Investment Strategies
Idaho
$2.95M -$74.3K -82 -2%
GEA
1638
Glen Eagle Advisors
New Jersey
$2.95M -$390K -430 -11%
BFA
1639
Benedict Financial Advisors
Georgia
$2.95M -$14.5K -16 -0.5%
SAM
1640
Strategy Asset Managers
California
$2.95M +$181K +200 +6%
SFO
1641
Stokes Family Office
Louisiana
$2.94M +$382K +421 +14%
BWM
1642
BlackDiamond Wealth Management
New York
$2.94M -$475K -524 -15%
ACM
1643
Allred Capital Management
Texas
$2.94M -$48.9K -54 -2%
SEIA
1644
Signature Estate & Investment Advisors
California
$2.94M +$195K +215 +7%
CW
1645
Channel Wealth
California
$2.93M +$307K +339 +11%
FCA
1646
Fortis Capital Advisors
Kansas
$2.93M -$81.6K -90 -3%
VWM
1647
Venturi Wealth Management
Texas
$2.92M -$32.6K -36 -1%
PFG
1648
Prosperity Financial Group
California
$2.92M +$9.06K +10 +0.3%
IBOK
1649
Independence Bank of Kentucky
Kentucky
$2.92M +$68.9K +76 +2%
DAM
1650
Draper Asset Management
New York
$2.92M +$645K +712 +27%