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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2101
Financial Perspectives
Minnesota
$292K -$6.59K -15 -2%
CAGAS
2102
Capital Advisory Group Advisory Services
Minnesota
$292K -$3.52K -8 -1%
VST
2103
Van Strum & Towne
California
$292K – – –
EWM
2104
Elite Wealth Management
Washington
$292K +$22.4K +51 +9%
SICM
2105
Sustainable Insight Capital Management
New York
$290K +$15.8K +36 +6%
LDB
2106
Lee, Danner & Bass
Tennessee
$289K -$44K -100 -13%
MIM
2107
Martin Investment Management
Florida
$288K – – –
CA
2108
Callahan Advisors
Texas
$288K +$4.4K +10 +2%
GL
2109
Graypoint LLC
New York
$287K +$29.9K +68 +12%
MAM
2110
Magellan Asset Management
Australia
$284K -$47.5K -108 -15%
EW
2111
Evoke Wealth
California
$284K -$10.6K -24 -4%
CWM
2112
Cabot Wealth Management
Massachusetts
$284K – – –
CWP
2113
Curated Wealth Partners
California
$284K – – –
GKFF
2114
George Kaiser Family Foundation
Oklahoma
$284K – – –
S
2115
Surevest
California
$284K +$879 +2 +0.3%
JWM
2116
Janiczek Wealth Management
Colorado
$284K +$14.9K +34 +6%
G
2117
GenTrust
Florida
$284K +$45.7K +104 +20%
SCA
2118
Stonebridge Capital Advisors
Minnesota
$283K +$879 +2 +0.3%
WCG
2119
Weaver Consulting Group
California
$283K +$2.64K +6 +1%
MFG
2120
Magnus Financial Group
New York
$283K +$8.79K +20 +3%
MFW
2121
Mosaic Family Wealth
Missouri
$280K -$18K -41 -6%
GWM
2122
Gitterman Wealth Management
New Jersey
$279K – – –
FG
2123
Foster Group
Iowa
$279K +$7.47K +17 +3%
CCG
2124
Chatham Capital Group
Georgia
$278K – – –
PFM
2125
Peak Financial Management
Massachusetts
$277K -$44K -100 -14%
83 84
85
86 87