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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2001
Canvas Wealth Advisors
Kansas
$2.07M -$32.2K -33 -2%
HGWM
2002
Horst & Graben Wealth Management
Oregon
$2.06M +$238K +244 +13%
WSCM
2003
Wellington Shields Capital Management
New York
$2.06M -$24.4K -25 -1%
TPI
2004
Trust Point Inc
Wisconsin
$2.06M -$34.1K -35 -2%
WWM
2005
Whalen Wealth Management
Nevada
$2.06M +$249K +256 +14%
TSWM
2006
Triangle Securities Wealth Management
North Carolina
$2.06M +$63.3K +65 +3%
SJIM
2007
St. Johns Investment Management
Florida
$2.06M +$39K +40 +2%
SF
2008
Sun Financial
Utah
$2.05M -$7.8K -8 -0.4%
OC
2009
Opinicus Capital
Florida
$2.05M +$69.2K +71 +4%
MWC
2010
MBM Wealth Consultants
Missouri
$2.05M +$113K +116 +6%
MCA
2011
MSH Capital Advisors
Arizona
$2.04M +$145K +149 +8%
RA
2012
RiverPark Advisors
New York
$2.04M -$210K -216 -10%
CPBTD
2013
Central Pacific Bank - Trust Division
Hawaii
$2.04M +$285K +292 +17%
KIM
2014
Kane Investment Management
California
$2.04M +$91.6K +94 +5%
WHC
2015
Wulff, Hansen & Co
California
$2.04M +$27.3K +28 +1%
S
2016
SimplyRich
California
$2.04M -$30.2K -31 -1%
MWM
2017
Maridea Wealth Management
New York
$2.04M +$392K +402 +24%
EWP
2018
Evergreen Wealth Partners
Montana
$2.04M -$32.2K -33 -2%
MFS
2019
Mattson Financial Services
Michigan
$2.04M -$302K -310 -13%
NWAG
2020
Net Worth Advisory Group
Utah
$2.03M +$244K +250 +14%
PA
2021
PFW Advisors
Georgia
$2.03M -$1.95K -2 -0.1%
AIMA
2022
Ables Iannone Moore & Associates
Georgia
$2.03M +$18.5K +19 +0.9%
I
2023
INVST
Indiana
$2.03M -$233K -239 -11%
ABC
2024
Associated Banc-Corp
Wisconsin
$2.03M -$30.2K -31 -2%
FCM
2025
Fortis Capital Management
Washington
$2.02M +$126K +129 +7%
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