We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1801
Mercer Capital Advisers
New Jersey
$203K – – –
SDWMA
1802
Schneider Downs Wealth Management Advisors
Pennsylvania
$203K +$205K +689 New
CW
1803
CreativeOne Wealth
Kansas
$203K +$206K +692 New
ZIM
1804
Zacks Investment Management
Illinois
$202K +$204K +686 New
CCM
1805
Compton Capital Management
Rhode Island
$202K +$204K +688 New
PMG
1806
Private Management Group
California
$201K +$203K +683 New
NCM
1807
Novare Capital Management
North Carolina
$201K +$204K +685 New
SCA
1808
Stonebridge Capital Advisors
Minnesota
$200K +$20.5K +69 +11%
WFMPM
1809
Woodley Farra Manion Portfolio Management
Indiana
$198K +$200K +672 New
AC
1810
Asio Capital
Kentucky
$192K +$195K +655 New
BWM
1811
BerganKDV Wealth Management
Minnesota
$190K +$14.3K +48 +8%
FCB
1812
First Command Bank
Texas
$187K +$11.9K +40 +7%
FCFS
1813
First Command Financial Services
Texas
$187K +$11.9K +40 +7%
PCM
1814
Penserra Capital Management
California
$187K +$47.6K +160 +34%
FWM
1815
FSA Wealth Management
Massachusetts
$187K +$189K +635 New
FCM
1816
Firestone Capital Management
Florida
$187K +$189K +636 New
BFC
1817
Bedel Financial Consulting
Indiana
$185K -$1.78K -6 -0.9%
SWA
1818
Sutton Wealth Advisors
Florida
$180K – – –
ACPU
1819
Arrowgrass Capital Partners (US)
Delaware
$180K +$33.9K +114 +23%
OSNBOA
1820
Old Second National Bank of Aurora
Illinois
$179K – – –
CFG
1821
CKW Financial Group
Hawaii
$178K – – –
LFA
1822
Lighthouse Financial Advisors
Maryland
$177K +$179K +603 New
CYG
1823
Clean Yield Group
Vermont
$174K -$36.6K -123 -17%
VCM
1824
Vigilant Capital Management
Maine
$174K +$44.6K +150 +34%
VC
1825
Vestor Capital
Illinois
$173K – – –
71 72
73
74 75