We are live on ! Find out more
COST icon

Costco

Name Holding Trade Value Shares
Change
Change in
Stake
APW
2051
Acima Private Wealth
Virginia
$83K
AP
2052
Arlington Partners
Alabama
$83K
CFFP
2053
Center for Financial Planning
Michigan
$82K
HIM
2054
Hillsdale Investment Management
Ontario, Canada
$81K
ARMC
2055
American Research & Management Company
Massachusetts
$80K +$28.6K +85 +61%
CAM
2056
Close Asset Management
United Kingdom
$78K
FMP
2057
Financial Management Professionals
Texas
$78K +$1.01K +3 +1%
CB
2058
Community Bank
New York
$77K -$100K -298 -58%
VNA
2059
Valley National Advisers
Pennsylvania
$76K
TFGT
2060
TS Financial Group (TSFG)
Illinois
$75K
IAS
2061
IMA Advisory Services
Colorado
$72K -$29.9K -89 -30%
EARNEST Partners
2062
EARNEST Partners
Georgia
$71K
PFSC
2063
Peoples Financial Services Corp
Pennsylvania
$71K
APWA
2064
Atlas Private Wealth Advisors
New Jersey
$70K -$12.1K -36 -15%
JFA
2065
JNBA Financial Advisors
Minnesota
$69K -$13.8K -41 -17%
JWM
2066
Janiczek Wealth Management
Colorado
$69K +$6.05K +18 +10%
SL
2067
Savior LLC
Massachusetts
$66K -$672 -2 -1%
RIM
2068
Rockbridge Investment Management
New York
$65K
TF
2069
TimeScale Financial
Massachusetts
$65K
C
2070
Cerebellum
California
$65K +$4.03K +12 +7%
CCM
2071
Cribstone Capital Management
Maine
$64K -$25.2K -75 -29%
EIM
2072
Essex Investment Management
Massachusetts
$64K
GCM
2073
Gables Capital Management
Florida
$63K
HGWM
2074
Harvest Group Wealth Management
Massachusetts
$61K
LWA
2075
Lowe Wealth Advisors
Maryland
$60K +$35K +104 +160%