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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
MIC
1951
Maxi Investments CY
Cyprus
$1.58M +$685K +878 +89%
FC
1952
Fulcrum Capital
Washington
$1.58M -$221K -283 -13%
DAM
1953
Draper Asset Management
New York
$1.58M +$32K +41 +2%
FPGT
1954
Financial Partners Group (Tennessee)
Tennessee
$1.58M +$188K +241 +15%
SWS
1955
SYSTM Wealth Solutions
Illinois
$1.57M -$14.8K -19 -1%
LEA
1956
Legacy Edge Advisors
New York
$1.57M +$284K +364 +24%
CFIA
1957
Cantor Fitzgerald Investment Advisors
New York
$1.57M – – –
CSI
1958
Cross Staff Investments
New York
$1.57M – – –
RWPA
1959
Richard W. Paul & Associates
Michigan
$1.57M +$25.8K +33 +2%
RFG
1960
RFP Financial Group
Georgia
$1.57M -$3.12K -4 -0.2%
LFA
1961
Laraway Financial Advisors
Minnesota
$1.57M – – –
Curi RMB Capital
1962
Curi RMB Capital
Illinois
$1.56M -$773K -990 -35%
OC
1963
Oakworth Capital
Alabama
$1.56M +$175K +224 +14%
LWA
1964
Lineweaver Wealth Advisors
Ohio
$1.56M -$25K -32 -2%
LA
1965
LVW Advisors
New York
$1.56M +$229K +293 +19%
HVIA
1966
Hudson Valley Investment Advisors
New York
$1.56M +$185K +237 +11%
AIA
1967
Arbor Investment Advisors
North Carolina
$1.55M – – –
ECG
1968
Edge Capital Group
Georgia
$1.55M +$21.1K +27 +2%
CNBT
1969
Canandaigua National Bank & Trust
New York
$1.55M +$76.5K +98 +6%
KIG
1970
Kennedy Investment Group
New Jersey
$1.55M -$2.34K -3 -0.2%
PWA
1971
Physician Wealth Advisors
Utah
$1.54M +$5.46K +7 +0.4%
CB
1972
Chris Bulman
California
$1.54M +$1.42M +1,815 New
HGWM
1973
Horst & Graben Wealth Management
Oregon
$1.54M +$32K +41 +2%
NMG
1974
New Millennium Group
Utah
$1.54M -$972K -1,246 -41%
BIP
1975
Blueprint Investment Partners
North Carolina
$1.54M +$84.3K +108 +6%