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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
HT
1776
Heritage Trust
Oklahoma
$518K -$949K -2,509 -66%
CCB
1777
Cutter & Co Brokerage
Missouri
$518K
PIM
1778
Profit Investment Management
Maryland
$518K
MS
1779
Maven Securities
Jersey
$518K +$495K +1,309 New
PTB
1780
Pioneer Trust Bank
Oregon
$516K
RCM
1781
Radnor Capital Management
Pennsylvania
$516K
MIM
1782
Montgomery Investment Management
Maryland
$514K
PWA
1783
Providence Wealth Advisors
Illinois
$513K
WG
1784
Watchman Group
Texas
$513K +$18.5K +49 +4%
WA
1785
Wealth Alliance
New York
$512K -$108K -285 -18%
SIM
1786
SSI Investment Management
California
$512K -$2.27K -6 -0.5%
Financial Engines Advisors
1787
Financial Engines Advisors
California
$512K +$230K +608 +89%
MGIM
1788
M&G Investment Management
United Kingdom
$511K -$88.9K -235 -15%
JSL
1789
JT Stratford LLC
Georgia
$511K -$28.7K -76 -6%
BA
1790
Bridge Advisory
California
$511K +$4.54K +12 +0.9%
RTC
1791
Riverview Trust Company
Washington
$508K
NNP
1792
Nachman Norwood & Parrott
South Carolina
$508K +$29.1K +77 +6%
CFO
1793
CVA Family Office
Colorado
$507K +$121K +319 +33%
BTWM
1794
Baker Tilly Wealth Management
Wisconsin
$507K +$137K +362 +39%
MFA
1795
Mayflower Financial Advisors
Massachusetts
$506K -$11.7K -31 -2%
JCM
1796
Jacobi Capital Management
Pennsylvania
$506K +$31K +82 +7%
WMA
1797
Wealth Management Associates
New Jersey
$506K -$55.2K -146 -10%
ICM
1798
IMS Capital Management
Oregon
$504K +$378 +1 +0.1%
VV
1799
Verity & Verity
South Carolina
$501K
RIM
1800
Regent Investment Management
Kentucky
$499K