We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2026
Canvas Wealth Advisors
Kansas
$734K +$140K +276 +27%
ARMT
2027
Amica Retiree Medical Trust
Rhode Island
$733K -$44K -87 -6%
LJAC
2028
L.J. Altfest & Co
New York
$732K +$41.5K +82 +6%
NCM
2029
Northwest Capital Management
Oregon
$730K +$506 +1 +0.1%
HSG
2030
Helen Stephens Group
Texas
$728K +$11.6K +23 +2%
LOAMU
2031
Lombard Odier Asset Management (USA)
New York
$728K +$684K +1,352 New
PCTC
2032
Perkins Coie Trust Company
Washington
$725K -$1.01K -2 -0.1%
TCPWM
2033
Traverso Chambers Private Wealth Management
California
$724K +$35.4K +70 +5%
CVM
2034
Cheviot Value Management
California
$723K +$55.2K +109 +9%
RFA
2035
Resurgent Financial Advisors
Georgia
$723K -$20.2K -40 -3%
SRC
2036
Sage Rhino Capital
California
$722K -$71.3K -141 -10%
ECA
2037
Elevated Capital Advisors
Utah
$722K +$47.1K +93 +7%
PWA
2038
Providence Wealth Advisors
Illinois
$721K +$17.7K +35 +3%
ZIMP
2039
Zimmermann Investment Management & Planning
Pennsylvania
$721K +$16.2K +32 +2%
MC
2040
Miramar Capital
Illinois
$721K -$61.7K -122 -8%
HTHT
2041
Hemenway Trust Hemenway Trust
New Hampshire
$721K -$5.06K -10 -0.7%
MS
2042
Marshall & Sullivan
Washington
$721K +$29.3K +58 +5%
ISL
2043
Ingalls & Snyder LLC
New York
$720K -$309K -610 -31%
EFG
2044
Ethos Financial Group
Pennsylvania
$719K – – –
MFWP
2045
Mosaic Family Wealth Partners
Missouri
$719K – – –
BWA
2046
Bordeaux Wealth Advisors
California
$716K +$83K +164 +14%
CFA
2047
Cahill Financial Advisors
Minnesota
$716K -$221K -437 -25%
LFA
2048
Legacy Financial Advisors
Kentucky
$714K +$56.2K +111 +9%
RWP
2049
Ridgecrest Wealth Partners
California
$713K – – –
WKSWA
2050
White Knight Strategic Wealth Advisors
New Jersey
$713K +$167K +331 +33%
80 81
82
83 84