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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
ERIM
2151
Eagle Ridge Investment Management
Connecticut
$209K – – –
AIA
2152
Arbor Investment Advisors
North Carolina
$207K +$348 +1 +0.2%
WA
2153
Wambolt & Associates
Colorado
$207K +$203K +583 New
OPCM
2154
Osborne Partners Capital Management
California
$206K -$4.1M -11,773 -95%
WSCM
2155
Wellington Shields Capital Management
New York
$206K -$17.4K -50 -8%
RA
2156
Rodgers & Associates
Pennsylvania
$206K -$9.75K -28 -5%
TSWM
2157
Triangle Securities Wealth Management
North Carolina
$206K +$2.79K +8 +1%
PAG
2158
Pinnacle Advisory Group
Maryland
$206K +$204K +585 New
HC
2159
Henshaw Capital
Massachusetts
$206K +$203K +584 New
MGWM
2160
Marks Group Wealth Management
Minnesota
$205K -$64.7K -186 -24%
CRIG
2161
Charter Research & Investment Group
Connecticut
$205K +$6.27K +18 +3%
ANB
2162
Amarillo National Bank
Texas
$204K – – –
SICM
2163
Sustainable Insight Capital Management
New York
$203K -$80.8K -232 -29%
TWM
2164
TMD Wealth Management
Arizona
$203K -$17.8K -51 -8%
ODIJL
2165
One Day In July LLC
Vermont
$203K -$5.22K -15 -3%
DA
2166
DSC Advisors
Illinois
$203K +$200K +575 New
CA
2167
Capital Advantage
California
$203K +$201K +577 New
AFM
2168
Abbot Financial Management
Massachusetts
$202K +$82.5K +237 +70%
SWA
2169
Sutton Wealth Advisors
Florida
$202K -$3.13K -9 -2%
IFO
2170
Independent Family Office
New York
$201K – – –
Wolverine Asset Management
2171
Wolverine Asset Management
Illinois
$188K -$118K -338 -39%
AIM
2172
Acropolis Investment Management
Missouri
$184K -$1.39K -4 -0.8%
MHR
2173
Matthew Hamilton Rosenberg
$183K -$21.6K -62 -11%
HWM
2174
Holloway Wealth Management
Florida
$181K – – –
LWM
2175
Liberty Wealth Management
California
$179K – – –