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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
PT
2076
Plimoth Trust
Massachusetts
$678K -$94.1K -186 -13%
KA
2077
KLCM Advisors
Wisconsin
$678K +$166K +329 +35%
WWM
2078
Windsor Wealth Management
Indiana
$676K +$19.7K +39 +3%
GBWM
2079
Granite Bay Wealth Management
New Hampshire
$675K
HA
2080
Hofer & Associates
California
$674K -$49.6K -98 -7%
SFA
2081
Souders Financial Advisors
Ohio
$674K +$49.6K +98 +8%
LSA
2082
Leonteq Securities AG
Switzerland
$674K -$734K -1,450 -54%
SAF
2083
Smith Anglin Financial
Texas
$674K -$71.3K -141 -10%
CFP
2084
Catalyst Financial Partners
Massachusetts
$672K +$94.1K +186 +17%
CAM
2085
Close Asset Management
United Kingdom
$672K -$23.7M -46,784 -97%
PWA
2086
Phoenix Wealth Advisors
North Carolina
$671K +$25.3K +50 +4%
AC
2087
Addison Capital
Pennsylvania
$671K +$7.08K +14 +1%
Aristotle Capital Management
2088
Aristotle Capital Management
California
$670K
BSB
2089
Bangor Savings Bank
Maine
$670K +$7.59K +15 +1%
RW
2090
REDW Wealth
New Mexico
$669K -$4.55K -9 -0.7%
CAL
2091
Capital Advisors Ltd
Ohio
$669K +$148K +293 +31%
MAWAG
2092
Mid-American Wealth Advisory Group
Missouri
$668K +$628K +1,242 New
Kayne Anderson Rudnick Investment Management
2093
Kayne Anderson Rudnick Investment Management
California
$666K -$247K -488 -28%
CPA
2094
Cardiff Park Advisors
California
$664K +$123K +244 +25%
NIC
2095
Northwest Investment Counselors
Oregon
$664K -$66.8K -132 -10%
AWE
2096
Avidian Wealth Enterprises
Texas
$662K -$896K -1,771 -59%
HBW
2097
Hazlett, Burt & Watson
West Virginia
$661K +$18.7K +37 +3%
KIC
2098
Kensington Investment Counsel
California
$660K +$341K +673 +122%
NP
2099
Ninepoint Partners
Ontario, Canada
$659K
IIC
2100
Integrated Investment Consultants
Michigan
$659K +$15.2K +30 +3%