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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2101
BerganKDV Wealth Management
Minnesota
$523K +$4.61K +9 +1%
MCS
2102
Metatron Capital SICAV
Malta
$522K +$471K +920 New
EAM
2103
Evanson Asset Management
California
$521K -$49.7K -97 -10%
AIP
2104
Ahrens Investment Partners
Louisiana
$520K – – –
CCT
2105
Chemung Canal Trust
New York
$518K -$2.05K -4 -0.4%
MAM
2106
McLean Asset Management
Virginia
$518K +$4.1K +8 +0.8%
LGA
2107
Lebenthal Global Advisors
New York
$517K +$467K +912 New
ACH
2108
ArrowMark Colorado Holdings
Colorado
$516K – – –
GCP
2109
Gill Capital Partners
Colorado
$516K +$10.2K +20 +2%
SGA
2110
Seaport Global Advisors
Massachusetts
$516K +$466K +909 New
ODIJL
2111
One Day In July LLC
Vermont
$513K +$105K +205 +29%
CPA
2112
Cardiff Park Advisors
California
$512K +$462K +903 New
PWM
2113
PBMares Wealth Management
Virginia
$511K – – –
PWS
2114
Peloton Wealth Strategists
Indiana
$511K – – –
AWA
2115
Amplius Wealth Advisors
Pennsylvania
$510K +$461K +900 New
AAM
2116
Aureus Asset Management
Massachusetts
$509K -$9.22K -18 -2%
NAG
2117
Northstar Advisory Group
New Jersey
$506K +$456K +891 New
DA
2118
Duality Advisers
Florida
$506K +$457K +892 New
TFA
2119
Trinity Financial Advisors
Ohio
$503K – – –
OWM
2120
Opes Wealth Management
California
$502K – – –
NFC
2121
Northeast Financial Consultants
Connecticut
$501K -$6.66K -13 -1%
PCM
2122
Poehling Capital Management
Wisconsin
$501K – – –
CFA
2123
CWS Financial Advisors
Michigan
$501K +$452K +883 New
LJAC
2124
L.J. Altfest & Co
New York
$500K +$64K +125 +17%
BFWA
2125
Benchmark Financial Wealth Advisors
Florida
$498K +$39.4K +77 +10%
83 84
85
86 87