We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Centric Wealth Management
Illinois
$1.24M +$491K +688 +67%
BIP
2002
Blueprint Investment Partners
North Carolina
$1.24M +$5K +7 +0.4%
NSLI
2003
Nan Shan Life Insurance
Taiwan
$1.24M -$3.93M -5,500 -76%
MWC
2004
MBM Wealth Consultants
Missouri
$1.24M +$19.3K +27 +2%
EFG
2005
Ethos Financial Group
Pennsylvania
$1.24M -$32.8K -46 -3%
MIM
2006
Meridiem Investment Management
United Kingdom
$1.24M – – –
JWA
2007
JFS Wealth Advisors
Pennsylvania
$1.23M -$23.6K -33 -2%
BCM
2008
Buckhead Capital Management
Georgia
$1.23M -$109K -153 -8%
EW
2009
Evoke Wealth
California
$1.23M +$1.2M +1,677 New
FOA
2010
Five Oceans Advisors
California
$1.22M +$71.4K +100 +6%
RPWA
2011
Regent Peak Wealth Advisors
Georgia
$1.22M -$2.14K -3 -0.2%
RAG
2012
RIA Advisory Group
Iowa
$1.22M +$77.1K +108 +7%
3F
2013
360 Financial
Minnesota
$1.22M +$3.57K +5 +0.3%
KCPG
2014
Kavar Capital Partners Group
Kansas
$1.22M +$372K +521 +46%
BHBT
2015
Burke & Herbert Bank & Trust
Virginia
$1.21M -$39.3K -55 -3%
VFA
2016
Voya Financial Advisors
Connecticut
$1.21M -$47.1K -66 -4%
TIA
2017
Traphagen Investment Advisors
New Jersey
$1.21M +$120K +168 +11%
BRA
2018
Bender Robert & Associates
California
$1.2M -$40K -56 -3%
CIG
2019
Cascade Investment Group
Colorado
$1.2M -$28.6K -40 -2%
BCG
2020
BayBridge Capital Group
California
$1.2M +$1.2M +1,679 New
BOH
2021
Bank of Hawaii
Hawaii
$1.2M – – –
GAM
2022
Gould Asset Management
California
$1.2M – – –
HTHT
2023
Hemenway Trust Hemenway Trust
New Hampshire
$1.2M -$22.8K -32 -2%
TFF
2024
The Family Firm
Maryland
$1.2M +$714 +1 +0.1%
BCMLT
2025
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.2M +$40.7K +57 +4%
79 80
81
82 83