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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1976
Lee Financial
Texas
$636K +$195K +400 +40%
AWM
1977
Aberdeen Wealth Management
Illinois
$632K – – –
TCM
1978
Tributary Capital Management
Nebraska
$632K -$14.7K -30 -2%
PIMG
1979
Patriot Investment Management Group
Tennessee
$632K +$119K +243 +24%
HFRG
1980
Houlihan Financial Resource Group
Virginia
$631K – – –
NIC
1981
Northwest Investment Counselors
Oregon
$631K +$95.8K +196 +17%
PG
1982
Pendal Group
Australia
$631K +$675K +1,382 New
PAM
1983
Paradigm Asset Management
New York
$630K -$2.49M -5,100 -79%
DIP
1984
DT Investment Partners
Pennsylvania
$630K – – –
VCP
1985
Verus Capital Partners
Arizona
$629K -$71.3K -146 -10%
PHAM
1986
Palisades Hudson Asset Management
Florida
$627K – – –
AWA
1987
Alaska Wealth Advisors
Alaska
$626K +$111K +228 +20%
MC
1988
Miramar Capital
Illinois
$625K +$39.1K +80 +6%
MWC
1989
MBM Wealth Consultants
Missouri
$625K +$24.4K +50 +4%
BOPW
1990
Brandywine Oak Private Wealth
Pennsylvania
$624K -$247K -506 -27%
CWM
1991
Castle Wealth Management
Florida
$622K -$88.4K -181 -12%
LGA
1992
Lebenthal Global Advisors
New York
$621K +$137K +281 +26%
NCM
1993
Northwest Capital Management
Oregon
$620K +$489 +1 +0.1%
GA
1994
GraniteShares Advisors
New York
$619K -$85K -174 -11%
TCM
1995
Tradewinds Capital Management
Washington
$618K +$112K +229 +20%
TWP
1996
Tempus Wealth Planning
California
$618K -$152K -311 -19%
DWM
1997
Dorchester Wealth Management
Quebec, Canada
$618K -$1.91M -3,917 -74%
HA
1998
Hofer & Associates
California
$617K +$13.7K +28 +2%
KCM
1999
Kathmere Capital Management
Pennsylvania
$616K -$269K -551 -29%
CFD
2000
Creative Financial Designs
Indiana
$613K +$8.31K +17 +1%
78 79
80
81 82