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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2001
MBL Wealth
North Carolina
$806K +$77.3K +140 +11%
SJIM
2002
St. Johns Investment Management
Florida
$805K -$23.2K -42 -3%
SAM
2003
Seelaus Asset Management
New Jersey
$801K -$647K -1,172 -45%
TCM
2004
Tradewinds Capital Management
Washington
$801K +$552 +1 +0.1%
C
2005
Certuity
Florida
$798K +$105K +191 +16%
SFG
2006
SNS Financial Group
Minnesota
$796K +$7.18K +13 +0.9%
TIA
2007
Traphagen Investment Advisors
New Jersey
$795K +$442K +800 +132%
VA
2008
Valmark Advisers
Ohio
$792K -$2.21K -4 -0.3%
HTI
2009
Hikari Tsushin Inc
Japan
$791K – – –
TIM
2010
Tevis Investment Management
Texas
$790K -$2.76K -5 -0.4%
PMFA
2011
Plante Moran Financial Advisors
Michigan
$789K -$21.5K -39 -3%
WBC
2012
West Branch Capital
Massachusetts
$786K +$552 +1 +0.1%
SCA
2013
Scott Capital Advisors
Oregon
$785K -$54.6K -99 -7%
FTA
2014
Financial & Tax Architects
Missouri
$785K +$156K +282 +25%
PBO
2015
Peoples Bank (Ohio)
Ohio
$785K -$11K -20 -1%
AO
2016
Advisor OS
Illinois
$784K +$131K +238 +21%
AWM
2017
Aberdeen Wealth Management
Illinois
$782K – – –
JSL
2018
JT Stratford LLC
Georgia
$780K -$173K -314 -19%
DIP
2019
DT Investment Partners
Pennsylvania
$780K – – –
FNT
2020
First Nebraska Trust
Nebraska
$780K – – –
BEW
2021
Burton Enright Welch
California
$779K -$139K -252 -15%
CS
2022
Capital Square
Tennessee
$777K -$40.3K -73 -5%
PHAM
2023
Palisades Hudson Asset Management
Florida
$776K – – –
NIC
2024
Northwest Investment Counselors
Oregon
$774K +$76.2K +138 +11%
LJAC
2025
L.J. Altfest & Co
New York
$771K +$2.21K +4 +0.3%
79 80
81
82 83