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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1976
Belmont Capital
California
$41K – – –
CWM
1977
Cedar Wealth Management
California
$40K -$42.5K -140 -50%
ARMC
1978
American Research & Management Company
Massachusetts
$40K – – –
SFG
1979
Sowa Financial Group
Rhode Island
$38K – – –
EWP
1980
Engrave Wealth Partners
Texas
$36K -$15.2K -50 -28%
ETI
1981
Enterprise Trust & Investment
California
$36K – – –
GCM
1982
Gables Capital Management
Florida
$36K +$14.9K +49 +64%
MAWCM
1983
Mine & Arao Wealth Creation & Management
California
$36K +$22.8K +75 +144%
CCM
1984
Cox Capital Management
Massachusetts
$34K +$34.9K +115 New
MWP
1985
Meridian Wealth Partners
Pennsylvania
$33K +$5.76K +19 +20%
DI
1986
Disciplined Investments
Oklahoma
$32K – – –
FMTCOCP
1987
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$32K – – –
KFI
1988
Key Financial Inc
Pennsylvania
$32K +$33.4K +110 New
JWBC
1989
John W. Brooker & Co
California
$31K +$9.1K +30 +38%
AWM
1990
Avondale Wealth Management
Texas
$30K – – –
DTIM
1991
Danda Trouve Investment Management
Kansas
$29K -$19.7K -65 -39%
VCM
1992
Versant Capital Management
Arizona
$29K -$5.46K -18 -15%
DOA
1993
D'Orazio & Associates
Virginia
$29K – – –
POIA
1994
Pin Oak Investment Advisors
Texas
$29K – – –
ST
1995
Sageworth Trust
Pennsylvania
$29K – – –
FA
1996
Fortis Advisors
Pennsylvania
$29K +$15.5K +51 +98%
YAL
1997
Your Advocates Ltd
Texas
$28K +$30K +99 New
HI
1998
Human Investing
Oregon
$27K -$3.64K -12 -11%
JGIA
1999
Jackson Grant Investment Advisers
Connecticut
$27K – – –
CWA
2000
Carolina Wealth Advisors
South Carolina
$27K +$7.59K +25 +36%
78 79
80
81 82