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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1976
Cribstone Capital Management
Maine
$78K +$29.2K +96 +60%
IF
1977
Ironwood Financial
Arizona
$77K -$304 -1 -0.4%
VRM
1978
Vectors Research Management
New York
$77K
BSG
1979
Black Swift Group
Colorado
$76K +$76.1K +250 New
CWC
1980
Carolinas Wealth Consulting
North Carolina
$74K +$74.5K +245 New
KFS
1981
Kelly Financial Services
Massachusetts
$73.5K
AP
1982
Arlington Partners
Alabama
$71K -$93.1K -306 -57%
APW
1983
Acima Private Wealth
Virginia
$71K
HIM
1984
Hillsdale Investment Management
Ontario, Canada
$71K
JFA
1985
JNBA Financial Advisors
Minnesota
$71K
APWA
1986
Atlas Private Wealth Advisors
New Jersey
$71K +$70.9K +233 New
CFFP
1987
Center for Financial Planning
Michigan
$70K -$11K -36 -14%
CAM
1988
Close Asset Management
United Kingdom
$67K
FMP
1989
Financial Management Professionals
Texas
$66K +$55.1K +181 +503%
VNA
1990
Valley National Advisers
Pennsylvania
$65K +$8.52K +28 +15%
TFGT
1991
TS Financial Group (TSFG)
Illinois
$64K +$55.7K +183 +654%
CFG
1992
Capstone Financial Group
Oklahoma
$63K
CAM
1993
CenterStar Asset Management
Illinois
$62K
EARNEST Partners
1994
EARNEST Partners
Georgia
$61K
PFSC
1995
Peoples Financial Services Corp
Pennsylvania
$61K
SL
1996
Savior LLC
Massachusetts
$57K
EIM
1997
Essex Investment Management
Massachusetts
$55K -$514K -1,691 -90%
TF
1998
TimeScale Financial
Massachusetts
$55K -$12.2K -40 -18%
LFG
1999
Larson Financial Group
Missouri
$55K +$33.2K +109 +151%
RIM
2000
Rockbridge Investment Management
New York
$55K +$55.7K +183 New