We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
1976
Meridian Investment Counsel
California
$339K – – –
PFA
1977
Pure Financial Advisors
California
$338K -$140K -370 -30%
AIA
1978
AIMZ Investment Advisors
California
$338K – – –
PWW
1979
Pettyjohn Wood & White
Virginia
$337K -$67.3K -178 -17%
MAA
1980
Mraz Amerine & Associates
California
$337K +$9.45K +25 +3%
SDH
1981
Sloy Dahl & Holst
Washington
$337K +$62.4K +165 +24%
CWM
1982
Centric Wealth Management
Illinois
$337K +$322K +852 New
BHA
1983
Beech Hill Advisors
New York
$336K – – –
PFWA
1984
Paces Ferry Wealth Advisors
Georgia
$335K +$378 +1 +0.1%
MWM
1985
Mascoma Wealth Management
New Hampshire
$335K +$6.05K +16 +2%
HR
1986
Hayden Royal
North Carolina
$335K +$18.2K +48 +6%
CMO
1987
Covenant Multifamily Offices
Texas
$334K +$320K +845 New
WA
1988
Wealth Architects
California
$333K -$15.1K -40 -5%
VC
1989
Veery Capital
Delaware
$333K – – –
SC
1990
Sawyer & Company
Massachusetts
$332K – – –
AWM
1991
Affinity Wealth Management
Delaware
$332K +$4.16K +11 +1%
NCMW
1992
Northern Capital Management (Washington)
Washington
$332K +$8.32K +22 +3%
FFG
1993
Ford Financial Group
California
$331K -$36.7K -97 -10%
FAM
1994
Formidable Asset Management
Ohio
$331K – – –
CAN
1995
Claraphi Advisory Network
United States
$329K +$9.07K +24 +3%
BB
1996
Busey Bank
Illinois
$328K -$83.2K -220 -21%
DC
1997
Derby & Company
Massachusetts
$328K – – –
BA
1998
Ballast Advisors
Minnesota
$325K – – –
VC
1999
Vestor Capital
Illinois
$325K – – –
GWA
2000
GGM Wealth Advisors
Maryland
$324K – – –
78 79
80
81 82