We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2001
Cercano Management
Washington
$1.88M +$1.24M +1,273 +179%
PFT
2002
Providence First Trust
Arizona
$1.87M +$1.93M +1,980 New
SCA
2003
St. Clair Advisors
Ohio
$1.87M – – –
KOCAA
2004
Knights of Columbus Asset Advisors
Connecticut
$1.86M -$17.5K -18 -0.9%
WAAG
2005
Wealth Alliance Advisory Group
Kansas
$1.86M +$603K +618 +46%
MFG
2006
MidWestOne Financial Group
Iowa
$1.86M +$26.3K +27 +1%
CAM
2007
Cidel Asset Management
Ontario, Canada
$1.86M -$31.2K -32 -2%
UCB
2008
United Community Bank
South Carolina
$1.85M -$59.5K -61 -3%
LCM
2009
LCM Capital Management
Illinois
$1.85M +$51.7K +53 +3%
CB
2010
Centennial Bank
Arkansas
$1.85M -$20.5K -21 -1%
EPIME
2011
Evelyn Partners Investment Management (Europe)
$1.84M +$204K +209 +12%
OWP
2012
ORG Wealth Partners
Texas
$1.84M +$1.72M +1,762 +1,081%
AWS
2013
Arkfeld Wealth Strategies
Nebraska
$1.84M +$5.85K +6 +0.3%
OL
2014
Owen LaRue
Kentucky
$1.84M +$1.13M +1,154 +147%
WG
2015
Winton Group
United Kingdom
$1.83M -$2.72M -2,791 -59%
BCM
2016
Birmingham Capital Management
Alabama
$1.83M -$19.5K -20 -1%
KW
2017
KWB Wealth
California
$1.82M +$243K +249 +14%
HA
2018
Herold Advisors
New York
$1.82M +$117K +120 +7%
TIA
2019
Traphagen Investment Advisors
New Jersey
$1.82M +$371K +381 +25%
FFO
2020
Fiduciary Family Office
Florida
$1.81M +$1.87M +1,918 New
EFL
2021
ERn Financial LLC
Wisconsin
$1.81M -$174K -178 -9%
HVIA
2022
Hudson Valley Investment Advisors
New York
$1.81M -$103K -106 -5%
LWA
2023
Lineweaver Wealth Advisors
Ohio
$1.81M +$113K +116 +6%
ZIG
2024
Zullo Investment Group
Pennsylvania
$1.81M -$344K -353 -16%
CSI
2025
Cross Staff Investments
New York
$1.81M – – –
79 80
81
82 83