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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
QC
1776
Quent Capital
New York
$858K +$51.8K +106 +6%
BS
1777
Bessemer Securities
New York
$857K
PIA
1778
Perennial Investment Advisors
California
$856K +$189K +387 +26%
C
1779
CEDRUS
Colorado
$854K +$19.1K +39 +2%
WPC
1780
Wedmont Private Capital
Pennsylvania
$854K -$316K -647 -27%
KIG
1781
Kennedy Investment Group
New Jersey
$854K +$914K +1,871 New
WFI
1782
West Family Investments
California
$852K -$45.9K -94 -5%
MSAM
1783
Moloney Securities Asset Management
Missouri
$852K +$40.6K +83 +5%
CPM
1784
Connective Portfolio Management
New York
$851K
RLWM
1785
RF&L Wealth Management
Massachusetts
$851K +$911K +1,865 New
PFG
1786
Peterson Financial Group
Iowa
$850K -$494K -1,011 -35%
SIC
1787
Sterling Investment Counsel
New York
$850K
AIA
1788
Arbor Investment Advisors
North Carolina
$838K +$596K +1,220 +198%
FFG
1789
Fortem Financial Group
California
$837K
S
1790
SimplyRich
California
$836K -$1.47K -3 -0.2%
SWM
1791
Stockman Wealth Management
Montana
$835K +$4.4K +9 +0.5%
RCIM
1792
Red Cedar Investment Management
Michigan
$832K +$40.1K +82 +5%
MFA
1793
Mayflower Financial Advisors
Massachusetts
$831K +$35.2K +72 +4%
FPAS
1794
Focus Partners Advisor Solutions
Missouri
$830K -$413K -845 -32%
PWA
1795
Physician Wealth Advisors
Utah
$827K +$4.89K +10 +0.6%
SFPG
1796
Stonebridge Financial Planning Group
Florida
$827K -$64K -131 -7%
CCM
1797
Carlson Capital Management
Minnesota
$826K +$46.9K +96 +6%
FCA
1798
FinTrust Capital Advisors
South Carolina
$825K +$62.1K +127 +8%
MCA
1799
MSH Capital Advisors
Arizona
$825K +$78.2K +160 +10%
HFS
1800
HBC Financial Services
Washington
$824K