We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
1926
Chemung Canal Trust
New York
$380K – – –
WW
1927
Westshore Wealth
California
$379K – – –
SAM
1928
SignalPoint Asset Management
Missouri
$378K – – –
WPC
1929
White Pine Capital
Minnesota
$378K – – –
RDFA
1930
Ritter Daniher Financial Advisory
Ohio
$374K +$37.8K +100 +12%
SWM
1931
Soundmark Wealth Management
Washington
$373K – – –
AIC
1932
Archer Investment Corporation
Indiana
$371K +$69.2K +183 +24%
WPA
1933
West Paces Advisors
Georgia
$371K +$11.7K +31 +3%
OWM
1934
Opes Wealth Management
California
$370K – – –
ACH
1935
ArrowMark Colorado Holdings
Colorado
$368K -$328K -868 -48%
EA
1936
Eclectic Associates
California
$368K – – –
LPIC
1937
LeJeune Puetz Investment Counsel
Michigan
$368K – – –
WOSD
1938
WFA of San Diego
California
$368K +$351K +929 New
WCM
1939
Wedge Capital Management
North Carolina
$366K -$81.7K -216 -19%
WSC
1940
Wellington Shields & Co
New York
$366K – – –
CFD
1941
Creative Financial Designs
Indiana
$366K +$42K +111 +14%
FCCM
1942
First City Capital Management
Georgia
$366K +$74.5K +197 +32%
ESB
1943
Essex Savings Bank
Connecticut
$364K -$11.7K -31 -3%
RF
1944
Rollins Financial
Georgia
$363K -$43.5K -115 -11%
CFG
1945
CKW Financial Group
Hawaii
$363K +$6.43K +17 +2%
CBA
1946
Coastal Bridge Advisors
Connecticut
$362K – – –
SIA
1947
Strategic Investment Advisors
Michigan
$360K +$4.92K +13 +1%
FFA
1948
Founders Financial Alliance
North Carolina
$360K +$29.9K +79 +10%
PP
1949
PDS Planning
Ohio
$359K +$62.4K +165 +22%
ARC
1950
Advisor Resource Council
Texas
$358K +$342K +904 New
76 77
78
79 80