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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
RFM
2051
Royal Fund Management
Florida
$506K -$22.8K -45 -4%
MPAM
2052
Murphy Pohlad Asset Management
Minnesota
$505K
SHWM
2053
Smith & Howard Wealth Management
Georgia
$505K
AIFAIM
2054
American Institute for Advanced Investment Management
Arizona
$505K +$38K +75 +8%
EL
2055
Essex LLC
Illinois
$504K +$39.1K +77 +8%
Bank Julius Baer & Co
2056
Bank Julius Baer & Co
Switzerland
$503K -$88.3K -174 -14%
TCM
2057
Tradewinds Capital Management
Washington
$502K -$3.53M -6,964 -87%
VC
2058
Vestor Capital
Illinois
$502K
BB
2059
Berkshire Bank
Massachusetts
$501K +$43.6K +86 +9%
HFS
2060
Heritage Financial Services
Massachusetts
$499K
LA
2061
Legacy Advisors
Pennsylvania
$499K +$528K +1,041 New
LG
2062
LaFleur & Godfrey
Michigan
$498K +$226K +445 +75%
SIA
2063
Strategic Investment Advisors
Michigan
$497K +$5.58K +11 +1%
FNBOH
2064
First National Bank of Hutchinson
Kansas
$492K -$258K -509 -33%
WFMPM
2065
Woodley Farra Manion Portfolio Management
Indiana
$492K -$92.8K -183 -15%
UCB
2066
United Community Bank
South Carolina
$491K
CST
2067
Charles Schwab Trust
Nevada
$491K -$35.5K -70 -6%
BIM
2068
Barton Investment Management
Pennsylvania
$491K
GHA
2069
GW Henssler & Associates
Georgia
$491K
PIMG
2070
Patriot Investment Management Group
Tennessee
$491K +$507 +1 +0.1%
FCA
2071
FLC Capital Advisors
California
$488K -$5.07K -10 -1%
EFSCE
2072
Enterprise Financial Services Corp (EFSC)
Missouri
$487K -$64.4K -127 -11%
AWA
2073
Alaska Wealth Advisors
Alaska
$487K +$516K +1,017 New
LFP
2074
Leeward Financial Partners
Washington
$485K +$75.6K +149 +17%
IA
2075
IFG Advisors
Missouri
$484K