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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SICM
1976
Sustainable Insight Capital Management
New York
$787K -$166K -329 -18%
GWWM
1977
Great Waters Wealth Management
Minnesota
$786K -$1.01K -2 -0.1%
LTAS
1978
Linden Thomas Advisory Services
North Carolina
$784K +$126K +249 +21%
DA
1979
Drake & Associates
Wisconsin
$783K +$736K +1,454 New
OMC
1980
Overbrook Management Corp
New York
$783K – – –
OA
1981
Oxbow Advisors
Texas
$783K +$69.3K +137 +10%
NIM
1982
Nexus Investment Management
Ontario, Canada
$780K -$20.2K -40 -3%
BMCM
1983
Bryn Mawr Capital Management
Pennsylvania
$780K +$109K +216 +18%
BA
1984
Bridge Advisory
California
$778K +$13.7K +27 +2%
IIA
1985
Integral Investment Advisors
California
$777K +$2.02K +4 +0.3%
MC
1986
Montag & Caldwell
Georgia
$777K – – –
RCM
1987
Radnor Capital Management
Pennsylvania
$776K – – –
TPCW
1988
TD Private Client Wealth
New York
$774K +$2.53K +5 +0.3%
PMFA
1989
Plante Moran Financial Advisors
Michigan
$773K -$4.55K -9 -0.6%
HT
1990
Heritage Trust
Oklahoma
$773K -$1.52K -3 -0.2%
APA
1991
Astoria Portfolio Advisors
New York
$772K -$5.06K -10 -0.7%
EM
1992
Excalibur Management
Massachusetts
$771K +$506 +1 +0.1%
RF
1993
Robinswood Financial
Washington
$770K +$724K +1,430 New
LGA
1994
Lebenthal Global Advisors
New York
$770K +$39.5K +78 +6%
BWP
1995
BSW Wealth Partners
Colorado
$769K +$4.05K +8 +0.6%
SL
1996
Sentry LLC
Tennessee
$769K – – –
CS
1997
Capital Square
Tennessee
$767K -$9.61K -19 -1%
DIP
1998
DT Investment Partners
Pennsylvania
$767K – – –
SA
1999
Syntax Advisors
New York
$765K -$102K -201 -12%
VCG
2000
Vantage Consulting Group
Virginia
$765K -$102K -201 -12%
78 79
80
81 82