We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
2001
Trustmark National Bank Trust Department
Mississippi
$566K +$32K +63 +6%
MW
2002
MBL Wealth
North Carolina
$564K +$507 +1 +0.1%
LIA
2003
LBMC Investment Advisors
Tennessee
$564K +$31.5K +62 +6%
MWAM
2004
Manhattan West Asset Management
California
$563K -$203K -400 -25%
ACP
2005
Aviance Capital Partners
Florida
$563K -$50.7K -100 -8%
FOA
2006
Five Oceans Advisors
California
$563K +$2.54K +5 +0.4%
BIA
2007
Bigelow Investment Advisors
Maine
$562K -$16.7K -33 -3%
CPA
2008
Court Place Advisors
Maryland
$561K – – –
LDFR
2009
Lehman & Derafelo Financial Resources
Pennsylvania
$559K +$88.8K +175 +18%
LGA
2010
Lebenthal Global Advisors
New York
$558K +$77.1K +152 +15%
RCIM
2011
Red Cedar Investment Management
Michigan
$558K +$289K +570 +96%
NA
2012
Nottingham Advisors
New York
$555K – – –
KCM
2013
Kathmere Capital Management
Pennsylvania
$553K -$92.3K -182 -14%
LFG
2014
Larson Financial Group
Missouri
$552K +$27.9K +55 +5%
MWM
2015
Mascoma Wealth Management
New Hampshire
$551K +$14.7K +29 +3%
SSW
2016
Smith Shellnut Wilson
Mississippi
$547K – – –
GF
2017
Gries Financial
Ohio
$546K +$5.58K +11 +1%
SP
2018
Successful Portfolios
Florida
$544K -$7.1K -14 -1%
WPC
2019
Waters Parkerson & Co
Louisiana
$543K – – –
SAM
2020
Summit Asset Management
Tennessee
$542K +$20.8K +41 +4%
TFA
2021
Toth Financial Advisory
Virginia
$542K +$67.5K +133 +13%
GFP
2022
Guardian Financial Partners
California
$541K +$63.4K +125 +12%
LPT
2023
Legacy Private Trust
Wisconsin
$539K -$33K -65 -5%
GA
2024
Greenspring Advisors
Maryland
$539K – – –
VWMG
2025
Virginia Wealth Management Group
Virginia
$536K -$25.4K -50 -4%
79 80
81
82 83