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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
1976
Dana Investment Advisors
Wisconsin
$209K +$198K +590 New
QCM
1977
Quest Capital Management
Texas
$209K +$198K +590 New
CFA
1978
CWS Financial Advisors
Michigan
$208K +$197K +586 New
AIA
1979
Arbor Investment Advisors
North Carolina
$206K +$195K +579 New
WLPWM
1980
Walled Lake Planning & Wealth Management
Illinois
$205K -$93.8K -279 -33%
AGA
1981
Arkos Global Advisors
Texas
$205K -$51.1K -152 -21%
LOPW
1982
Live Oak Private Wealth
North Carolina
$205K +$194K +578 New
ANB
1983
Amarillo National Bank
Texas
$205K +$195K +579 New
Financial Engines Advisors
1984
Financial Engines Advisors
California
$204K +$193K +574 New
SFG
1985
Summit Financial Group
West Virginia
$204K +$193K +574 New
AC
1986
Avenir Corporation
Virginia
$204K +$193K +575 New
HKAM
1987
Horizon Kinetics Asset Management
New York
$204K +$194K +576 New
TSWM
1988
Triangle Securities Wealth Management
North Carolina
$204K +$194K +576 New
SWA
1989
Sutton Wealth Advisors
Florida
$203K
CRIG
1990
Charter Research & Investment Group
Connecticut
$203K +$193K +573 New
FBA
1991
Front Barnett Associates
Illinois
$203K +$193K +573 New
WAS
1992
Wealth Advisory Solutions
Indiana
$203K +$193K +573 New
IFAM
1993
Institutional & Family Asset Management
Colorado
$202K -$8.06K -24 -4%
LS
1994
Leelyn Smith
Illinois
$202K
FFG
1995
Frisch Financial Group
New York
$202K +$191K +568 New
GSC
1996
G&S Capital
Colorado
$202K +$191K +568 New
FWP
1997
FAS Wealth Partners
Kansas
$202K +$191K +569 New
WIP
1998
Wellesley Investment Partners
Massachusetts
$200K +$190K +564 New
LWM
1999
Liberty Wealth Management
California
$190K -$4.37K -13 -2%
GCM
2000
Gladius Capital Management
Illinois
$190K +$179K +533 New