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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1951
Keebeck Wealth Management
Illinois
$116K +$117K +383 New
FP
1952
Financial Perspectives
Minnesota
$115K +$10.3K +34 +10%
CAM
1953
Capco Asset Management
Florida
$115K
RWG
1954
Regal Wealth Group
California
$114K
HWA
1955
HHM Wealth Advisors
Tennessee
$113K +$304 +1 +0.3%
WAM
1956
Wolverine Asset Management
Illinois
$113K +$114K +375 New
CIA
1957
Cascade Investment Advisors
Oregon
$112K
AAP
1958
Arax Advisory Partners
Colorado
$111K -$3.04K -10 -3%
JWA
1959
JFS Wealth Advisors
Pennsylvania
$110K
EWM
1960
Edge Wealth Management
New York
$100K +$25.3K +83 +34%
CCA
1961
Column Capital Advisors
Indiana
$98K -$16.7K -55 -15%
AA
1962
AlphaMark Advisors
Kentucky
$96K -$38K -125 -28%
PK
1963
Pflug Koory
Nebraska
$96K
FFC
1964
First Financial Corp
Indiana
$95K
MLFP
1965
MPS Loria Financial Planners
Illinois
$93K +$93.1K +306 New
FWM
1966
FSA Wealth Management
Massachusetts
$91K -$102K -335 -53%
LC
1967
Lindbrook Capital
California
$91K -$7.3K -24 -7%
AFM
1968
Abbot Financial Management
Massachusetts
$91K
PC
1969
Permanens Capital
New York
$91K
FWM
1970
Filbrandt Wealth Management
Wisconsin
$91K +$68.2K +224 +299%
IAS
1971
IMA Advisory Services
Colorado
$89K
CMA
1972
Cedar Mountain Advisors
Oregon
$88K +$5.48K +18 +7%
APWM
1973
Atlas Private Wealth Management
New York
$85K
PG
1974
Proffitt & Goodson
Tennessee
$84K +$35.3K +116 +73%
SLF
1975
Sun Life Financial
Ontario, Canada
$80K