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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PCOTEOTHU
2026
Provident Company of the Employees of the Hebrew University
Israel
$1.77M +$545K +601 +42%
IA
2027
IFG Advisory
Georgia
$1.77M +$50.7K +56 +3%
MIM
2028
Meridiem Investment Management
United Kingdom
$1.77M +$906K +1,000 +95%
BWM
2029
BKM Wealth Management
Wisconsin
$1.77M -$455K -502 -20%
ACA
2030
Arsenal Capital Advisors
Pennsylvania
$1.76M +$1.85M +2,046 New
JF
2031
JSF Financial
California
$1.76M -$2.38M -2,622 -56%
MAM
2032
Milestone Asset Management
Pennsylvania
$1.76M +$542K +598 +41%
PA
2033
PFW Advisors
Georgia
$1.76M -$102K -113 -5%
LIA
2034
LBMC Investment Advisors
Tennessee
$1.76M +$9.06K +10 +0.5%
MA
2035
MJP Associates
Connecticut
$1.76M -$38.1K -42 -2%
TCA
2036
Transcend Capital Advisors
New Jersey
$1.76M -$867K -957 -32%
CF
2037
Carlson Financial
Oregon
$1.75M +$1.84M +2,034 New
BIAS
2038
Beacon Investment Advisory Services
New Jersey
$1.75M -$274K -302 -13%
SJIM
2039
St. Johns Investment Management
Florida
$1.75M +$130K +144 +8%
OFS
2040
Orrstown Financial Services
Pennsylvania
$1.74M +$118K +130 +7%
SWA
2041
Sax Wealth Advisors
New Jersey
$1.74M +$360K +397 +24%
QPBE
2042
Quintet Private Bank (Europe)
Luxembourg
$1.74M – – –
AIMA
2043
Ables Iannone Moore & Associates
Georgia
$1.74M +$5.44K +6 +0.3%
FCG
2044
Fielder Capital Group
Tennessee
$1.74M -$59.8K -66 -3%
WHC
2045
Wulff, Hansen & Co
California
$1.74M -$13.6K -15 -0.7%
LEA
2046
Legacy Edge Advisors
New York
$1.74M +$4.53K +5 +0.2%
DAM
2047
Directional Asset Management
Illinois
$1.74M +$1.83M +2,015 New
UWPG
2048
Ullmann Wealth Partners Group
Florida
$1.74M -$67.1K -74 -4%
EFMH
2049
E Fund Management (HK)
Hong Kong
$1.74M +$1.28M +1,412 +372%
PWAM
2050
Pinnacle West Asset Management
Wyoming
$1.73M – – –
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