We are live on ! Find out more
COST icon

Costco

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
2051
Kelly Financial Services
Massachusetts
$86.2K +$336 +1 +0.4%
APW
2052
Acima Private Wealth
Virginia
$83K – – –
AP
2053
Arlington Partners
Alabama
$83K – – –
CFFP
2054
Center for Financial Planning
Michigan
$82K – – –
HIM
2055
Hillsdale Investment Management
Ontario, Canada
$81K – – –
ARMC
2056
American Research & Management Company
Massachusetts
$80K +$28.6K +85 +61%
CAM
2057
Close Asset Management
United Kingdom
$78K – – –
FMP
2058
Financial Management Professionals
Texas
$78K +$1.01K +3 +1%
CB
2059
Community Bank
New York
$77K -$100K -298 -58%
VNA
2060
Valley National Advisers
Pennsylvania
$76K – – –
TFGT
2061
TS Financial Group (TSFG)
Illinois
$75K – – –
IAS
2062
IMA Advisory Services
Colorado
$72K -$29.9K -89 -30%
EARNEST Partners
2063
EARNEST Partners
Georgia
$71K – – –
PFSC
2064
Peoples Financial Services Corp
Pennsylvania
$71K – – –
APWA
2065
Atlas Private Wealth Advisors
New Jersey
$70K -$12.1K -36 -15%
JFA
2066
JNBA Financial Advisors
Minnesota
$69K -$13.8K -41 -17%
JWM
2067
Janiczek Wealth Management
Colorado
$69K +$6.05K +18 +10%
SL
2068
Savior LLC
Massachusetts
$66K -$672 -2 -1%
RIM
2069
Rockbridge Investment Management
New York
$65K – – –
TF
2070
TimeScale Financial
Massachusetts
$65K – – –
C
2071
Cerebellum
California
$65K +$4.03K +12 +7%
CCM
2072
Cribstone Capital Management
Maine
$64K -$25.2K -75 -29%
EIM
2073
Essex Investment Management
Massachusetts
$64K – – –
GCM
2074
Gables Capital Management
Florida
$63K – – –
HGWM
2075
Harvest Group Wealth Management
Massachusetts
$61K – – –