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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
1676
Signature Estate & Investment Advisors
California
$3.03M -$333K -334 -9%
PCP
1677
Proficio Capital Partners
Massachusetts
$3.03M +$2.03M +2,037 +169%
CFS
1678
Commonwealth Financial Services
West Virginia
$3.03M +$2.2M +2,210 +72%
CPSC
1679
Carl P. Sherr & Co
Massachusetts
$3.02M – – –
AO
1680
Advisor OS
Illinois
$3.02M -$101K -101 -3%
SRM
1681
Shelter Rock Management
New York
$3.01M +$20.9K +21 +0.7%
TWIM
1682
TIAA Wealth Investment Management
New York
$3.01M +$250K +251 +8%
PFBT
1683
Parkside Financial Bank & Trust
Missouri
$3.01M +$40.9K +41 +1%
FWI
1684
Facet Wealth Inc
Maryland
$3.01M +$610K +612 +24%
CPA
1685
Capital Performance Advisors
California
$3M -$951K -954 -23%
CW
1686
Channel Wealth
California
$3M -$399K -400 -11%
BFM
1687
Boothbay Fund Management
New York
$2.99M +$1.27M +1,278 +66%
CIA
1688
Cladis Investment Advisory
Montana
$2.99M -$9.96K -10 -0.3%
TAM
1689
Tocqueville Asset Management
New York
$2.98M -$30.9K -31 -1%
SWM
1690
Sandro Wealth Management
New Jersey
$2.97M +$106K +106 +3%
IA
1691
Insight Advisors
Pennsylvania
$2.97M -$196K -197 -6%
PCA
1692
Purkiss Capital Advisors
Connecticut
$2.96M +$1.5M +1,503 +91%
FFS
1693
Founders Financial Securities
Maryland
$2.96M -$119K -119 -4%
TGIA
1694
Torrey Growth & Income Advisors
California
$2.96M +$199K +200 +7%
CB
1695
CNB Bank
Pennsylvania
$2.96M +$60.8K +61 +2%
SHFA
1696
SS&H Financial Advisors
Michigan
$2.95M +$3.14M +3,155 New
HP
1697
Hilltop Partners
Indiana
$2.95M +$456K +458 +17%
NAAA
1698
New Age Alpha Advisors
New York
$2.93M -$2.16M -2,168 -41%
LCG
1699
Lakeshore Capital Group
Illinois
$2.93M -$41.8K -42 -1%
AWA
1700
Alta Wealth Advisors
Massachusetts
$2.92M -$996 -1 -0%
66 67
68
69 70