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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CMO
2001
Covenant Multifamily Offices
Texas
$373K -$4.4K -10 -1%
DC
2002
Derby & Company
Massachusetts
$373K – – –
GF
2003
Gries Financial
Ohio
$372K +$364K +829 New
FFG
2004
Ford Financial Group
California
$370K -$5.71K -13 -2%
AIM
2005
Allen Investment Management
New York
$370K +$362K +824 New
BA
2006
Ballast Advisors
Minnesota
$369K – – –
FCCM
2007
First City Capital Management
Georgia
$368K -$1.76K -4 -0.5%
PMG
2008
Private Management Group
California
$367K +$3.96K +9 +1%
CWM
2009
CCG Wealth Management
California
$366K +$72.5K +165 +25%
CBA
2010
Coastal Bridge Advisors
Connecticut
$365K -$44.8K -102 -11%
FAM
2011
Formidable Asset Management
Ohio
$365K – – –
PP
2012
Pacifica Partners
Canada
$365K – – –
HC
2013
Henshaw Capital
Massachusetts
$362K +$97.2K +221 +38%
RM
2014
Resource Management
Louisiana
$360K +$12.7K +29 +4%
BFWA
2015
Benchmark Financial Wealth Advisors
Florida
$360K +$48.8K +111 +16%
PCS
2016
Personal CFO Solutions
New Jersey
$359K +$52.3K +119 +18%
WJA
2017
Willis Johnson & Associates
Texas
$356K +$2.64K +6 +0.8%
CIM
2018
Confluence Investment Management
Missouri
$354K -$9.67K -22 -3%
AI
2019
ArchPoint Investors
Florida
$354K +$346K +788 New
PCFFS
2020
Pacific Center for Financial Services
California
$352K – – –
IWN
2021
Independent Wealth Network
Iowa
$352K +$308K +700 New
NAS
2022
Nicolet Advisory Services
Wisconsin
$351K +$342K +779 New
HWMA
2023
Heritage Wealth Management (Arizona)
Arizona
$349K -$16.3K -37 -5%
PAM
2024
Palisade Asset Management
Minnesota
$344K – – –
LSWM
2025
Lorne Steinberg Wealth Management
Canada
$343K -$4.4K -10 -1%
79 80
81
82 83