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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2001
Searle & Co
Connecticut
$1.8M -$174K -192 -8%
ISB
2002
Iowa State Bank
Iowa
$1.8M +$2.72K +3 +0.1%
WIS
2003
Wright Investors Service
Connecticut
$1.8M -$415K -458 -18%
ATS
2004
Ashton Thomas Securities
New York
$1.8M -$87.9K -97 -4%
OC
2005
Oakworth Capital
Alabama
$1.8M -$14.5K -16 -0.8%
RZH
2006
Relyea Zuckerberg Hanson
Connecticut
$1.8M -$217K -240 -10%
GAA
2007
Global Assets Advisory
Florida
$1.8M -$80.7K -89 -4%
PWG
2008
Portside Wealth Group
Utah
$1.79M -$25.4K -28 -1%
S
2009
SimplyRich
California
$1.79M -$43.5K -48 -2%
CCG
2010
Ceeto Capital Group
Florida
$1.79M +$317K +350 +20%
EWP
2011
Evergreen Wealth Partners
Montana
$1.79M +$1.88M +2,076 New
AA
2012
Acorns Advisers
California
$1.79M +$330K +364 +21%
TSMHT
2013
Thurston Springer Miller Herd & Titak
Indiana
$1.79M +$1.44M +1,592 +333%
SWM
2014
Stockman Wealth Management
Montana
$1.79M -$222K -245 -11%
FPGK
2015
Financial Partners Group (Kansas)
Kansas
$1.78M -$333K -367 -16%
RIA
2016
Richwood Investment Advisors
Ohio
$1.78M -$21.7K -24 -1%
MSS
2017
Mitchell Sinkler & Starr
Pennsylvania
$1.78M -$13.6K -15 -0.7%
VIA
2018
Virtus Investment Advisers
Connecticut
$1.78M +$90.6K +100 +5%
LTM
2019
Lotus Technology Management
Florida
$1.78M +$1.87M +2,064 New
ABC
2020
Associated Banc-Corp
Wisconsin
$1.78M +$176K +194 +10%
TFCM
2021
Taylor Frigon Capital Management
Arizona
$1.78M -$39.9K -44 -2%
DWM
2022
Drive Wealth Management
Utah
$1.77M -$176K -194 -9%
ARG
2023
Advisory Resource Group
Oklahoma
$1.77M +$246K +271 +15%
SIC
2024
Sterling Investment Counsel
New York
$1.77M +$1M +1,106 +127%
KW
2025
KWB Wealth
California
$1.77M +$68K +75 +4%
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