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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1751
Claro Advisors
Massachusetts
$2.59M +$96.5K +99 +4%
TBC
1752
Ted Buchan & Co
California
$2.58M -$112K -115 -4%
SM
1753
Sweeney & Michel
California
$2.58M +$2.77M +2,843 New
IAS
1754
Investment Advisory Services
Texas
$2.58M +$62.4K +64 +2%
IIA
1755
Integral Investment Advisors
California
$2.58M +$54.6K +56 +2%
SAA
1756
Southeast Asset Advisors
Georgia
$2.57M -$194K -199 -7%
SMA
1757
Sage Mountain Advisors
Georgia
$2.57M -$126K -129 -5%
CHAM
1758
Clear Harbor Asset Management
Connecticut
$2.57M -$144K -148 -5%
NQWM
1759
Northwest Quadrant Wealth Management
Oregon
$2.56M -$16.6K -17 -0.6%
NAMP
1760
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.56M +$9.75K +10 +0.4%
ACM
1761
Argent Capital Management
Missouri
$2.56M – – –
FDS
1762
First Dallas Securities
Texas
$2.56M -$48.7K -50 -2%
MPI
1763
Mairs & Power Inc
Minnesota
$2.55M -$38K -39 -1%
VWM
1764
Vivid Wealth Management
Iowa
$2.55M +$66.3K +68 +3%
ME
1765
McIlrath & Eck
Washington
$2.55M -$27.3K -28 -1%
CF
1766
Convergence Financial
Missouri
$2.55M +$101K +104 +4%
MWM
1767
Massachusetts Wealth Management
Massachusetts
$2.55M -$58.5K -60 -2%
PFP
1768
Paragon Financial Partners
California
$2.55M – – –
KIM
1769
Kane Investment Management
California
$2.55M +$156K +160 +6%
RWA
1770
Redhawk Wealth Advisors
Minnesota
$2.54M +$22.4K +23 +0.9%
VCM
1771
Viewpoint Capital Management
Washington
$2.54M +$10.7K +11 +0.4%
FPGK
1772
Financial Partners Group (Kansas)
Kansas
$2.54M +$380K +390 +17%
CIM
1773
CIM Investment Management
Pennsylvania
$2.54M -$1.95K -2 -0.1%
PWMG
1774
Prestige Wealth Management Group
New Jersey
$2.54M -$13.7K -14 -0.5%
I
1775
INVST
Indiana
$2.53M -$831K -852 -24%
69 70
71
72 73