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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
1701
J.M. Forbes & Co
Massachusetts
$1.32M – – –
SPFA
1702
Summit Place Financial Advisors
New Jersey
$1.32M -$47.5K -86 -4%
SC
1703
Solstein Capital
California
$1.32M – – –
BTWM
1704
Baker Tilly Wealth Management
Wisconsin
$1.32M -$412K -746 -24%
JIP
1705
Jaffetilchin Investment Partners
Florida
$1.31M +$1.66K +3 +0.1%
EGM
1706
Engineers Gate Manager
New York
$1.31M -$8.59M -15,559 -87%
CBFP
1707
Cedar Brook Financial Partners
Ohio
$1.3M -$42K -76 -3%
HL
1708
HeadInvest LLC
Maine
$1.3M – – –
CSB
1709
City State Bank
Iowa
$1.3M -$33.1K -60 -3%
LHC
1710
Little House Capital
Massachusetts
$1.3M -$62.4K -113 -5%
CIA
1711
Cladis Investment Advisory
Montana
$1.3M +$14.4K +26 +1%
WA
1712
Waverly Advisors
Alabama
$1.3M +$247K +447 +24%
TNAM
1713
Terra Nova Asset Management
New York
$1.29M – – –
NC
1714
NovaPoint Capital
Georgia
$1.28M -$128K -232 -9%
1IA
1715
1834 Investment Advisors
Wisconsin
$1.28M +$8.83K +16 +0.7%
PWPS
1716
Pinnacle Wealth Planning Services
Ohio
$1.28M -$7.73K -14 -0.6%
MP
1717
McDonald Partners
Ohio
$1.27M -$165K -299 -12%
BWM
1718
BNC Wealth Management
Oregon
$1.27M -$336K -609 -21%
SC
1719
Searle & Co
Connecticut
$1.27M – – –
MA
1720
MKT Advisors
California
$1.27M -$5.52K -10 -0.4%
RT
1721
Rockland Trust
Massachusetts
$1.26M -$31.5K -57 -2%
SMA
1722
Sage Mountain Advisors
Georgia
$1.26M +$175K +317 +17%
DAM
1723
Delta Asset Management
Tennessee
$1.26M -$5.52K -10 -0.4%
WQ
1724
Wealth Quarterback
New Jersey
$1.26M -$62.4K -113 -5%
AFG
1725
Allegheny Financial Group
Pennsylvania
$1.26M +$158K +286 +15%
67 68
69
70 71