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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2026
Emerald Advisers
Pennsylvania
$646K +$181K +370 +40%
CFS
2027
CRA Financial Services
New Jersey
$645K +$2.45K +5 +0.4%
MW
2028
MBL Wealth
North Carolina
$643K +$79.9K +163 +14%
LWANC
2029
Laurel Wealth Advisors (North Carolina)
North Carolina
$643K -$4.91K -10 -0.8%
GA
2030
GraniteShares Advisors
New York
$641K -$32.4K -66 -5%
CIS
2031
Continental Investors Services
Washington
$640K -$4.91K -10 -0.8%
AFG
2032
Atomi Financial Group
New York
$637K +$628K +1,281 New
MS
2033
Marshall & Sullivan
Washington
$636K -$85.8K -175 -12%
SWM
2034
Sugarloaf Wealth Management
Georgia
$636K -$27.5K -56 -4%
FNT
2035
First Nebraska Trust
Nebraska
$636K +$4.91K +10 +0.8%
EWM
2036
Endurance Wealth Management
Rhode Island
$635K -$9.81K -20 -2%
LJAC
2037
L.J. Altfest & Co
New York
$635K +$171K +348 +37%
AFO
2038
Arrowroot Family Office
California
$635K +$626K +1,277 New
CF
2039
Copperwynd Financial
Arizona
$634K +$2.94K +6 +0.5%
TCPWM
2040
Traverso Chambers Private Wealth Management
California
$634K +$11.3K +23 +2%
SRWM
2041
Shira Ridge Wealth Management
California
$631K +$4.41K +9 +0.7%
PFSC
2042
Peoples Financial Services Corp
Pennsylvania
$630K +$28.9K +59 +5%
PWM
2043
Paulson Wealth Management
Illinois
$629K +$25K +51 +4%
OPPS
2044
Obsidian Personal Planning Solutions
Maryland
$627K +$128K +261 +26%
RBCM
2045
Raub Brock Capital Management
California
$626K +$15.7K +32 +3%
SAM
2046
Security Asset Management
New York
$626K -$638K -1,300 -51%
CWM
2047
Castle Wealth Management
Florida
$625K -$51.5K -105 -8%
PIMG
2048
Patriot Investment Management Group
Tennessee
$624K +$490 +1 +0.1%
GBWM
2049
Granite Bay Wealth Management
New Hampshire
$623K +$615K +1,254 New
KP
2050
Keel Point
Alabama
$623K +$62.3K +127 +11%
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