We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2001
Anfield Capital Management
California
$1.56M +$1.43M +1,647 +1,458%
LFA
2002
Legacy Financial Advisors
Kentucky
$1.56M +$13.9K +16 +0.9%
BIP
2003
Blueprint Investment Partners
North Carolina
$1.55M -$48.6K -56 -3%
DDPIC
2004
Deroy & Devereaux Private Investment Counsel
Michigan
$1.55M -$8.68K -10 -0.6%
LPAM
2005
Lodestar Private Asset Management
California
$1.54M +$148K +171 +11%
MA
2006
MJP Associates
Connecticut
$1.54M -$31.2K -36 -2%
BCG
2007
BayBridge Capital Group
California
$1.54M +$15.6K +18 +1%
HWMO
2008
Heritage Wealth Management (Ohio)
Ohio
$1.54M – – –
CF
2009
Copperwynd Financial
Arizona
$1.54M +$96.3K +111 +7%
RAG
2010
RIA Advisory Group
Iowa
$1.54M +$1.5M +1,732 New
SCG
2011
Sonata Capital Group
Washington
$1.53M – – –
LCOV
2012
London Company of Virginia
Virginia
$1.53M – – –
CWM
2013
Centurion Wealth Management
Virginia
$1.53M +$1.5M +1,730 New
CCG
2014
Ceeto Capital Group
Florida
$1.53M +$434K +500 +41%
HCP
2015
Hexagon Capital Partners
Arkansas
$1.53M +$3.47K +4 +0.2%
CWM
2016
Centric Wealth Management
Illinois
$1.53M -$22.6K -26 -2%
OW
2017
Olistico Wealth
Oklahoma
$1.53M -$141K -163 -9%
9WM
2018
9258 Wealth Management
Ohio
$1.53M – – –
SFG
2019
Shum Financial Group
California
$1.53M +$1.49M +1,714 New
KW
2020
KWB Wealth
California
$1.53M +$1.74K +2 +0.1%
MHC
2021
Meyer Handelman Company
New York
$1.52M – – –
ISL
2022
Ingalls & Snyder LLC
New York
$1.51M +$156K +180 +12%
PGCM
2023
Prescott Group Capital Management
Oklahoma
$1.51M – – –
SFPG
2024
Stonebridge Financial Planning Group
Florida
$1.51M +$843K +971 +132%
FPGT
2025
Financial Partners Group (Tennessee)
Tennessee
$1.51M -$130K -150 -8%
79 80
81
82 83