We are live on ! Find out more
COST icon

Costco

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
1926
Arax Advisory Partners
Colorado
$107K +$31K +102 +37%
HWA
1927
HHM Wealth Advisors
Tennessee
$106K +$113K +372 New
CIA
1928
Cascade Investment Advisors
Oregon
$105K
JWA
1929
JFS Wealth Advisors
Pennsylvania
$103K -$133K -439 -55%
TAIM
1930
TD Ameritrade Investment Management
Nebraska
$100K +$37.6K +124 +54%
FP
1931
Financial Perspectives
Minnesota
$98.7K +$17K +56 +19%
CAM
1932
CenterStar Asset Management
Illinois
$96K
CI Investments Inc
1933
CI Investments Inc
Ontario, Canada
$94K -$2.58M -8,500 -96%
ATFA
1934
All Terrain Financial Advisors
Minnesota
$93K
LC
1935
Lindbrook Capital
California
$92K -$3.34K -11 -3%
PK
1936
Pflug Koory
Nebraska
$90K +$9.1K +30 +10%
FFC
1937
First Financial Corp
Indiana
$89K -$4.55K -15 -5%
BCM
1938
Brooktree Capital Management
Michigan
$86K
PC
1939
Permanens Capital
New York
$86K +$15.2K +50 +20%
AFM
1940
Abbot Financial Management
Massachusetts
$86K +$91K +300 New
IAS
1941
IMA Advisory Services
Colorado
$83K +$30.3K +100 +52%
APWM
1942
Atlas Private Wealth Management
New York
$80K +$303 +1 +0.4%
CA
1943
Crewe Advisors
Utah
$78K -$83.1K -274 -50%
CMA
1944
Cedar Mountain Advisors
Oregon
$78K
CFFP
1945
Center for Financial Planning
Michigan
$76K +$10.9K +36 +16%
SLF
1946
Sun Life Financial
Ontario, Canada
$75K +$1.21K +4 +2%
AA
1947
Advisory Alpha
Michigan
$74.8K -$46.4K -153 -38%
IF
1948
Ironwood Financial
Arizona
$73K -$30.3K -100 -28%
VRM
1949
Vectors Research Management
New York
$73K
EWM
1950
Edge Wealth Management
New York
$72K +$62.8K +207 +518%