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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PWW
1901
Pettyjohn Wood & White
Virginia
$363K +$94K +270 +36%
FPCP
1902
Fort Point Capital Partners
California
$363K +$104K +300 +41%
RF
1903
Rollins Financial
Georgia
$363K +$359K +1,031 New
AGA
1904
Arkos Global Advisors
Texas
$362K +$156K +448 +78%
SCP
1905
Seizert Capital Partners
Michigan
$361K – – –
GM
1906
GeoWealth Management
Illinois
$361K +$10.4K +30 +3%
JIP
1907
Jaffetilchin Investment Partners
Florida
$361K +$42.5K +122 +14%
HIC
1908
Holderness Investments Company
North Carolina
$360K +$117K +335 +49%
SWM
1909
Segment Wealth Management
Texas
$360K +$126K +362 +55%
PCG
1910
Private Capital Group
Connecticut
$359K -$34.8K -100 -9%
PFA
1911
Pettinga Financial Advisors
Indiana
$359K +$696 +2 +0.2%
QP
1912
Quilter Plc
United Kingdom
$358K +$57.4K +165 +19%
EWG
1913
Executive Wealth Group
Washington
$358K +$5.92K +17 +2%
MAM
1914
McLean Asset Management
Virginia
$354K -$6.96K -20 -2%
OAM
1915
Optimal Asset Management
California
$354K +$139K +400 +66%
MIAS
1916
Mason Investment Advisory Services
Virginia
$352K – – –
CCM
1917
Chickasaw Capital Management
Tennessee
$352K – – –
IA
1918
IFG Advisors
Missouri
$352K – – –
LCS
1919
Levin Capital Strategies
New York
$352K – – –
PC
1920
Permanens Capital
New York
$352K – – –
AL
1921
Aspiriant LLC
California
$352K +$55K +158 +19%
CFS
1922
CRA Financial Services
New Jersey
$352K +$144K +415 +71%
OHS
1923
Odey Holdings (Switzerland)
Switzerland
$352K +$348K +1,000 New
CA
1924
Crewe Advisors
Utah
$351K -$4.53K -13 -1%
SW
1925
SkyOak Wealth
Michigan
$350K +$57.4K +165 +21%
75 76
77
78 79