We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1951
Beta Wealth Group
California
$329K +$325K +934 New
ESB
1952
Essex Savings Bank
Connecticut
$328K -$86.3K -248 -20%
CBTWT
1953
Community Bank & Trust (Waco, Texas)
Texas
$328K -$31.3K -90 -9%
FMT
1954
First Mercantile Trust
Tennessee
$328K -$31.3K -90 -9%
LPIC
1955
LeJeune Puetz Investment Counsel
Michigan
$328K – – –
EA
1956
Eclectic Associates
California
$328K +$2.09K +6 +0.6%
RWM
1957
Raffa Wealth Management
District of Columbia
$327K +$2.79K +8 +0.9%
WSC
1958
Wellington Shields & Co
New York
$326K +$8.7K +25 +3%
SIGI
1959
Susquehanna International Group (Ireland)
Ireland
$326K +$322K +924 New
HWMA
1960
Heritage Wealth Management (Arizona)
Arizona
$326K +$322K +926 New
MA
1961
Modus Advisors
Minnesota
$324K +$21.6K +62 +7%
BTWM
1962
Baker Tilly Wealth Management
Wisconsin
$324K +$43.2K +124 +16%
LJHT
1963
Laurie J. Hall Trustee
$323K – – –
CBA
1964
Coastal Bridge Advisors
Connecticut
$322K – – –
ACP
1965
Arcus Capital Partners
Georgia
$320K -$28.9K -83 -8%
WPA
1966
West Paces Advisors
Georgia
$319K +$26.5K +76 +9%
CFG
1967
CKW Financial Group
Hawaii
$319K – – –
DDPIC
1968
Deroy & Devereaux Private Investment Counsel
Michigan
$318K – – –
PWM
1969
PBMares Wealth Management
Virginia
$317K +$64.4K +185 +26%
SIA
1970
Strategic Investment Advisors
Michigan
$317K +$313K +898 New
CAM
1971
Cidel Asset Management
Ontario, Canada
$316K +$2.09K +6 +0.7%
NFC
1972
Northeast Financial Consultants
Connecticut
$315K +$4.53K +13 +1%
TFA
1973
Toth Financial Advisory
Virginia
$313K +$348 +1 +0.1%
WA
1974
Wealth Architects
California
$311K +$13.6K +39 +5%
PCM
1975
Poehling Capital Management
Wisconsin
$311K +$307K +882 New
77 78
79
80 81