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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
ERIM
2151
Eagle Ridge Investment Management
Connecticut
$267K – – –
WI
2152
WrapManager Inc
California
$266K +$1.76K +4 +0.7%
AIA
2153
Arbor Investment Advisors
North Carolina
$265K +$440 +1 +0.2%
NAM
2154
NorthCoast Asset Management
Connecticut
$265K +$258K +588 New
TC
2155
Trust Company
Kansas
$264K -$32.5K -74 -11%
WSCM
2156
Wellington Shields Capital Management
New York
$263K – – –
VWA
2157
Visionary Wealth Advisors
Illinois
$262K -$88.4K -201 -26%
TSWM
2158
Triangle Securities Wealth Management
North Carolina
$262K – – –
1CP
2159
17 Capital Partners
Arizona
$262K +$4.4K +10 +2%
CRIG
2160
Charter Research & Investment Group
Connecticut
$261K – – –
IF
2161
IRON Financial
Illinois
$260K -$397K -902 -61%
ANB
2162
Amarillo National Bank
Texas
$260K – – –
BHB
2163
Bank Hapoalim BM
Israel
$259K -$879 -2 -0.3%
TWM
2164
TMD Wealth Management
Arizona
$259K – – –
SFFS
2165
Stonehage Fleming Financial Services
Jersey
$258K -$15.4K -35 -6%
W
2166
Wealthquest
Ohio
$258K +$29.9K +68 +13%
IFO
2167
Independent Family Office
New York
$256K – – –
MCP
2168
Mirador Capital Partners
California
$255K – – –
KPWG
2169
KFA Private Wealth Group
Virginia
$255K +$5.28K +12 +2%
CAM
2170
Capco Asset Management
Florida
$255K +$82.2K +187 +49%
PG
2171
Pendal Group
Australia
$255K +$249K +567 New
EIA
2172
Edgemoor Investment Advisors
Maryland
$254K – – –
PFA
2173
Paradigm Financial Advisors
Missouri
$254K +$24.2K +55 +11%
GCA
2174
Gradient Capital Advisors
California
$253K +$6.59K +15 +3%
UWPG
2175
Ullmann Wealth Partners Group
Florida
$253K +$6.59K +15 +3%