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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
1801
Richard W. Paul & Associates
Michigan
$894K +$78.5K +160 +10%
TIM
1802
Tortoise Investment Management
New York
$893K – – –
SICM
1803
Sustainable Insight Capital Management
New York
$890K +$609K +1,242 +226%
CA
1804
Cornerstone Advisory
Maryland
$889K +$233K +475 +36%
CAG
1805
Curtis Advisory Group
California
$886K -$165K -336 -16%
CCM
1806
Carlson Capital Management
Minnesota
$886K -$13.2K -27 -1%
WCG
1807
Weaver Consulting Group
California
$882K -$7.36K -15 -0.8%
MFS
1808
Mirabella Financial Services
United Kingdom
$880K +$869K +1,772 New
PL
1809
Plancorp LLC
Missouri
$880K +$14.7K +30 +2%
JF
1810
JSF Financial
California
$879K -$7.85K -16 -0.9%
VFA
1811
Voya Financial Advisors
Connecticut
$878K +$25K +51 +3%
CFA
1812
Cahill Financial Advisors
Minnesota
$878K -$490 -1 -0.1%
PFC
1813
Phocas Financial Corp
California
$877K +$15.2K +31 +2%
PP
1814
PDS Planning
Ohio
$877K +$462K +943 +115%
DLG
1815
Daniel L. Goodwin
$877K – – –
HHGA
1816
Halbert Hargrove Global Advisors
California
$876K -$7.36K -15 -0.8%
HGWM
1817
Horst & Graben Wealth Management
Oregon
$875K +$1.47K +3 +0.2%
EFG
1818
Everhart Financial Group
Ohio
$874K +$87.3K +178 +11%
GL
1819
Graypoint LLC
New York
$874K +$229K +466 +36%
GAM
1820
Gould Asset Management
California
$873K +$7.36K +15 +0.9%
ASBI
1821
American State Bank (Iowa)
Iowa
$873K +$13.2K +27 +2%
9WM
1822
9258 Wealth Management
Ohio
$870K +$49K +100 +6%
RCIM
1823
Red Cedar Investment Management
Michigan
$870K -$35.8K -73 -4%
PCA
1824
Peddock Capital Advisors
Massachusetts
$868K – – –
CFO
1825
CVA Family Office
Colorado
$867K +$17.2K +35 +2%
71 72
73
74 75