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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
NAG
2001
Northstar Advisory Group
New Jersey
$283K +$281K +752 New
OCM
2002
One Capital Management
California
$281K -$28K -75 -9%
TIM
2003
Thompson Investment Management
Wisconsin
$281K -$5.61K -15 -2%
AHB
2004
Abner Herrman & Brock
New Jersey
$281K -$2.99K -8 -1%
PP
2005
PDS Planning
Ohio
$281K +$23.9K +64 +9%
LDB
2006
Lee, Danner & Bass
Tennessee
$280K +$17.6K +47 +7%
PMG
2007
Private Management Group
California
$280K +$22.4K +60 +9%
CAS
2008
Coppell Advisory Solutions
Texas
$279K +$276K +740 New
SDWMA
2009
Schneider Downs Wealth Management Advisors
Pennsylvania
$278K +$16.4K +44 +6%
TI
2010
Truepoint Inc
Ohio
$277K +$274K +734 New
GCP
2011
Gill Capital Partners
Colorado
$276K – – –
FPCP
2012
Fort Point Capital Partners
California
$275K -$19.4K -52 -7%
TA
2013
Trellis Advisors
Washington
$275K +$40.7K +109 +18%
RB
2014
Renasant Bank
Mississippi
$275K +$273K +730 New
S
2015
Surevest
California
$274K -$17.6K -47 -6%
KFA
2016
Kelleher Financial Advisors
New York
$274K – – –
AWM
2017
Affinity Wealth Management
Delaware
$274K +$56K +150 +24%
MAG
2018
MRA Advisory Group
New Jersey
$274K +$272K +728 New
NFG
2019
NewFocus Financial Group
Washington
$273K -$46.7K -125 -15%
AWP
2020
Abacus Wealth Partners
California
$272K +$270K +723 New
PFM
2021
Peak Financial Management
Massachusetts
$271K -$37.4K -100 -12%
XWM
2022
Xcel Wealth Management
Florida
$271K – – –
WC
2023
Weil Company
California
$271K +$37.4K +100 +16%
WWP
2024
Waypoint Wealth Partners
California
$271K +$269K +720 New
PWM
2025
PBMares Wealth Management
Virginia
$270K – – –
79 80
81
82 83