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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1801
Perennial Investment Advisors
California
$263K -$36.5K -120 -12%
ERIM
1802
Eagle Ridge Investment Management
Connecticut
$263K
OCM
1803
One Capital Management
California
$263K +$4.87K +16 +2%
RP
1804
Riverbridge Partners
Minnesota
$261K +$262K +861 New
WLPWM
1805
Walled Lake Planning & Wealth Management
Illinois
$260K -$7.3K -24 -3%
MIC
1806
Meridian Investment Counsel
California
$260K
VFP
1807
Verus Financial Partners
Virginia
$260K
ESB
1808
Essex Savings Bank
Connecticut
$260K +$15.8K +52 +6%
CWM
1809
Connecticut Wealth Management
Connecticut
$260K +$30.7K +101 +13%
FAM
1810
Formidable Asset Management
Ohio
$260K +$246K +807 New
Vanguard Capital Wealth Advisors
1811
Vanguard Capital Wealth Advisors
Colorado
$257K +$258K +849 New
SC
1812
Sawyer & Company
Massachusetts
$255K
WA
1813
Wealth Architects
California
$253K -$13.4K -44 -5%
DC
1814
Derby & Company
Massachusetts
$252K
FBT
1815
First Bankers Trust
Kentucky
$252K
WR
1816
Watson Rebecca
$252K
FMT
1817
First Mercantile Trust
Tennessee
$252K +$253K +830 New
EAM
1818
Evanson Asset Management
California
$249K +$28K +92 +13%
NFG
1819
NewFocus Financial Group
Washington
$248K -$17.6K -58 -7%
PP
1820
Pacifica Partners
Canada
$247K +$13.7K +45 +6%
PFA
1821
Pure Financial Advisors
California
$246K +$246K +810 New
AAS
1822
Annex Advisory Services
Wisconsin
$245K -$2.43K -8 -1%
FP
1823
Foundry Partners
Minnesota
$244K
MFS
1824
Mirabella Financial Services
United Kingdom
$243K -$1.43M -4,707 -85%
AHB
1825
Abner Herrman & Brock
New Jersey
$243K -$12.2K -40 -5%