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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
1876
Virtus ETF Advisers
New York
$740K +$165K +337 +26%
CWM
1877
Circle Wealth Management
New Jersey
$739K +$22K +45 +3%
LCM
1878
LCM Capital Management
Illinois
$737K +$6.84K +14 +0.9%
CA
1879
Claro Advisors
Massachusetts
$736K +$92.8K +190 +13%
TCM
1880
Traynor Capital Management
Pennsylvania
$736K +$48.9K +100 +7%
PTB
1881
Pioneer Trust Bank
Oregon
$735K +$195K +400 +33%
LA
1882
LexAurum Advisors
Kansas
$733K – – –
CSI
1883
Cross Staff Investments
New York
$730K +$782K +1,600 New
WA
1884
WP Advisors
California
$728K -$12.7K -26 -2%
GFS
1885
GYL Financial Synergies
Connecticut
$728K -$41K -84 -5%
SA
1886
Syntax Advisors
New York
$728K +$31.8K +65 +4%
VCG
1887
Vantage Consulting Group
Virginia
$728K +$31.8K +65 +4%
AWA
1888
Aaron Wealth Advisors
Illinois
$727K +$249K +510 +47%
IGGA
1889
Iron Gate Global Advisors
Utah
$725K -$7.33K -15 -0.9%
AF
1890
Alerus Financial
North Dakota
$725K -$9.17M -18,775 -92%
FCB
1891
First Command Bank
Texas
$723K +$1.96K +4 +0.3%
FCFS
1892
First Command Financial Services
Texas
$723K +$1.96K +4 +0.3%
GSIS
1893
Global Strategic Investment Solutions
Arizona
$722K +$30.8K +63 +4%
EFG
1894
Everhart Financial Group
Ohio
$722K -$178K -364 -19%
RFA
1895
Resurgent Financial Advisors
Georgia
$721K +$38.1K +78 +5%
OC
1896
Oakworth Capital
Alabama
$721K -$14.2K -29 -2%
LPAM
1897
Lodestar Private Asset Management
California
$721K +$771K +1,578 New
SCA
1898
Scott Capital Advisors
Oregon
$717K -$19.1K -39 -2%
GIP
1899
Greatmark Investment Partners
Georgia
$716K – – –
CG
1900
Corundum Group
Colorado
$716K +$456K +933 +147%
74 75
76
77 78