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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1676
Strategic Wealth Management Group
Maryland
$274K +$4.16K +14 +2%
PIMG
1677
Patriot Investment Management Group
Tennessee
$273K +$29.1K +98 +12%
PIA
1678
Perennial Investment Advisors
California
$273K +$276K +928 New
CAS
1679
Cascadia Advisory Services
Oregon
$273K +$276K +930 New
BBA
1680
Braun-Bostich & Associates
Pennsylvania
$271K -$103K -348 -27%
FIA
1681
FNY Investment Advisers
New York
$271K +$275K +925 New
CBA
1682
Coastal Bridge Advisors
Connecticut
$269K +$1.78K +6 +0.7%
SAM
1683
Summit Asset Management
Tennessee
$268K – – –
EFSCE
1684
Enterprise Financial Services Corp (EFSC)
Missouri
$267K – – –
RC
1685
Rovin Capital
Arizona
$267K +$270K +909 New
DDPIC
1686
Deroy & Devereaux Private Investment Counsel
Michigan
$266K – – –
CPIG
1687
Chicago Partners Investment Group
Illinois
$266K +$261K +878 New
BSPF
1688
British Steel Pension Fund
United Kingdom
$265K – – –
YMRC
1689
Yorktown Management & Research Company
Virginia
$265K – – –
CVM
1690
Cheviot Value Management
California
$264K +$5.05K +17 +2%
SSW
1691
Smith Shellnut Wilson
Mississippi
$263K – – –
EWG
1692
Executive Wealth Group
Washington
$262K +$297 +1 +0.1%
EWF
1693
Epstein & White Financial
California
$262K -$3.27K -11 -1%
AIA
1694
AIMZ Investment Advisors
California
$262K – – –
AIM
1695
Aspen Investment Management
Michigan
$262K – – –
ERIM
1696
Eagle Ridge Investment Management
Connecticut
$262K – – –
V
1697
VeraBank
Texas
$262K +$265K +893 New
AWA
1698
Arkadios Wealth Advisors
Georgia
$261K +$244K +821 New
BI
1699
Ballast Inc
Kentucky
$261K -$17.8K -60 -6%
TSW
1700
Thompson Siegel & Walmsley
Virginia
$261K +$10.7K +36 +4%
66 67
68
69 70