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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
2026
JFS Wealth Advisors
Pennsylvania
$129K
CIA
2027
Cascade Investment Advisors
Oregon
$126K -$5.04K -15 -4%
AAP
2028
Arax Advisory Partners
Colorado
$123K -$6.72K -20 -5%
LC
2029
Lindbrook Capital
California
$117K +$10.1K +30 +10%
TSW
2030
Thompson Siegel & Walmsley
Virginia
$116K -$185K -550 -63%
CCA
2031
Column Capital Advisors
Indiana
$115K +$336 +1 +0.3%
SQA
2032
Simon Quick Advisors
New Jersey
$114K -$55.4K -165 -34%
AFM
2033
Abbot Financial Management
Massachusetts
$113K +$5.71K +17 +6%
AA
2034
AlphaMark Advisors
Kentucky
$112K
FFC
2035
First Financial Corp
Indiana
$112K
PK
2036
Pflug Koory
Nebraska
$111K -$1.01K -3 -0.9%
MLFP
2037
MPS Loria Financial Planners
Illinois
$109K
PC
2038
Permanens Capital
New York
$106K
CMA
2039
Cedar Mountain Advisors
Oregon
$103K
AA
2040
Advisory Alpha
Michigan
$103K +$95.8K +285 New
PG
2041
Proffitt & Goodson
Tennessee
$98K
RCA
2042
Ranch Capital Advisors
Florida
$97K -$42K -125 -31%
SLF
2043
Sun Life Financial
Ontario, Canada
$94K
CFG
2044
Capstone Financial Group
Oklahoma
$94K +$21.2K +63 +32%
APWM
2045
Atlas Private Wealth Management
New York
$92K -$7.73K -23 -8%
AIL
2046
AGF Investments LLC
Ontario, Canada
$91K -$1.01M -2,996 -92%
VRM
2047
Vectors Research Management
New York
$91K
IF
2048
Ironwood Financial
Arizona
$90K
KCM
2049
Kathmere Capital Management
Pennsylvania
$89K +$84K +250 New
KFS
2050
Kelly Financial Services
Massachusetts
$86.2K +$336 +1 +0.4%