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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
2001
Wellington Shields Capital Management
New York
$1.93M -$4.98K -5 -0.2%
TSWM
2002
Triangle Securities Wealth Management
North Carolina
$1.93M -$2.99K -3 -0.1%
CWGL
2003
Cedrus Wealth Group LLC
Minnesota
$1.93M -$17.9K -18 -0.9%
OC
2004
Opinicus Capital
Florida
$1.93M +$6.97K +7 +0.3%
AWS
2005
Arkfeld Wealth Strategies
Nebraska
$1.93M +$13K +13 +0.6%
SF
2006
Sun Financial
Utah
$1.92M +$51.8K +52 +3%
MA
2007
MJP Associates
Connecticut
$1.92M -$150K -151 -7%
WIS
2008
Wright Investors Service
Connecticut
$1.92M -$24.9K -25 -1%
LCM
2009
Laurion Capital Management
New York
$1.92M +$2.04M +2,052 New
KP
2010
Keel Point
Alabama
$1.91M +$135K +135 +7%
SC
2011
Searle & Co
Connecticut
$1.91M -$47.8K -48 -2%
S
2012
SimplyRich
California
$1.91M -$4.98K -5 -0.2%
CWG
2013
Cornerstone Wealth Group
North Carolina
$1.91M -$4.56M -4,581 -69%
AIMA
2014
Ables Iannone Moore & Associates
Georgia
$1.91M – – –
CFP
2015
Cascade Financial Partners
California
$1.91M +$17.9K +18 +0.9%
FCM
2016
Fortis Capital Management
Washington
$1.9M +$3.98K +4 +0.2%
LCM
2017
LCM Capital Management
Illinois
$1.9M +$37.9K +38 +2%
FNT
2018
First Nebraska Trust
Nebraska
$1.89M +$1.99K +2 +0.1%
NL
2019
Navalign LLC
California
$1.89M +$18.9K +19 +0.9%
BWS
2020
Broadway Wealth Solutions
Texas
$1.89M +$2.99K +3 +0.1%
MFA
2021
Mayflower Financial Advisors
Massachusetts
$1.88M -$1.99K -2 -0.1%
PWM
2022
Pines Wealth Management
North Carolina
$1.88M +$59.8K +60 +3%
DI
2023
Disciplined Investors
Texas
$1.87M – – –
PA
2024
PFW Advisors
Georgia
$1.87M -$37.9K -38 -2%
GWM
2025
Greenwich Wealth Management
Connecticut
$1.87M +$649K +651 +48%
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