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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1976
Profit Investment Management
Maryland
$618K
CA
1977
Cornerstone Advisory
Maryland
$618K +$4.68K +9 +0.7%
OCPWS
1978
One Charles Private Wealth Services
Massachusetts
$618K +$54.6K +105 +9%
TFA
1979
Toth Financial Advisory
Virginia
$618K +$92.6K +178 +16%
RCM
1980
Radnor Capital Management
Pennsylvania
$616K
VWMG
1981
Virginia Wealth Management Group
Virginia
$615K +$96.2K +185 +17%
AC
1982
Avestar Capital
New York
$614K -$107K -205 -14%
HT
1983
HighTower Trust
Texas
$614K +$676K +1,300 New
CIS
1984
Continental Investors Services
Washington
$613K
MWP
1985
Madison Wealth Partners
Wisconsin
$612K -$3.64K -7 -0.5%
WMA
1986
Wealth Management Associates
New Jersey
$612K +$109K +209 +19%
IIC
1987
Integrated Investment Consultants
Michigan
$610K -$16.1K -31 -2%
CWA
1988
Clearview Wealth Advisors
Oregon
$609K -$72.8K -140 -10%
HHAA
1989
Henry H. Armstrong Associates
Pennsylvania
$608K
VEA
1990
Virtus ETF Advisers
New York
$606K +$7.28K +14 +1%
MM
1991
MQS Management
New York
$606K +$667K +1,283 New
1W
1992
1776 Wealth
Georgia
$602K
SIM
1993
SSI Investment Management
California
$602K
EWM
1994
Endurance Wealth Management
Rhode Island
$601K -$41.6K -80 -6%
FNT
1995
First Nebraska Trust
Nebraska
$597K
BEW
1996
Burton Enright Welch
California
$597K +$28.1K +54 +4%
MS
1997
Marshall & Sullivan
Washington
$596K -$120K -231 -15%
CCMD
1998
Cypress Capital Management (Delaware)
Delaware
$596K -$520 -1 -0.1%
CCIA
1999
Campbell & Co Investment Adviser
Maryland
$595K +$655K +1,260 New
EW
2000
Enzi Wealth
Texas
$593K +$598K +1,150 New