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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1976
Edge Wealth Management
New York
$12K
IBOK
1977
Independence Bank of Kentucky
Kentucky
$12K
SA
1978
SRH Advisors
Kansas
$12K
FEG
1979
Financial Enhancement Group
Indiana
$12K +$11.9K +40 New
SFPG
1980
Stonebridge Financial Planning Group
Florida
$12K +$11.9K +40 New
APC
1981
Aspire Private Capital
North Carolina
$11K
FMP
1982
Financial Management Professionals
Texas
$11K
CA
1983
CXI Advisors
Indiana
$11K +$11.6K +39 New
LFG
1984
Larson Financial Group
Missouri
$10K +$2.97K +10 +40%
WCM
1985
Wealthcare Capital Management
Virginia
$10K +$9.81K +33 New
SWM
1986
Selective Wealth Management
Virginia
$9K
CI
1987
Cordant Inc
Oregon
$9K +$8.62K +29 New
LFG
1988
LifePlan Financial Group
Ohio
$8K
TFGT
1989
TS Financial Group (TSFG)
Illinois
$8K
GCM
1990
Gladius Capital Management
Illinois
$7K -$46.1K -155 -88%
MA
1991
MCF Advisors
Kentucky
$7K
OAJ
1992
Ogorek Anthony Joseph
New York
$7K
QAM
1993
QCI Asset Management
New York
$7K
JAM
1994
JCIC Asset Management
Ontario, Canada
$7K +$6.84K +23 New
JSC
1995
Jackson Square Capital
California
$6K +$6.24K +21 New
RCC
1996
Red Cedar Capital
Nebraska
$5K
NG
1997
NWK Group
California
$4K +$4.16K +14 New
SFA
1998
Semmax Financial Advisors
North Carolina
$3K
GC
1999
Globeflex Capital
California
$2K
PW
2000
Price Wealth
Texas
$1K -$8.92K -30 -88%