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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
2201
Thompson Investment Management
Wisconsin
$424K
FP
2202
Foundry Partners
Minnesota
$423K
SHWM
2203
Silicon Hills Wealth Management
Texas
$422K
GDP
2204
Great Diamond Partners
Maine
$421K +$10.8K +21 +3%
SWM
2205
Soundmark Wealth Management
Washington
$420K -$108K -211 -22%
PP
2206
Pacifica Partners
Canada
$420K
CAM
2207
Concorde Asset Management
Michigan
$420K +$10.8K +21 +3%
MHR
2208
Matthew Hamilton Rosenberg
$418K +$27.1K +53 +8%
LAS
2209
LWM Advisory Services
Florida
$418K +$377K +736 New
WFS
2210
Widmann Financial Services
Maryland
$418K +$378K +738 New
NEAM
2211
New England Asset Management
Connecticut
$417K -$353K -690 -48%
BWG
2212
Beta Wealth Group
California
$416K
EA
2213
Emerald Advisers
Pennsylvania
$414K +$374K +730 New
MA
2214
Modus Advisors
Minnesota
$413K -$138K -270 -27%
CYG
2215
Clean Yield Group
Vermont
$413K
CBTWT
2216
Community Bank & Trust (Waco, Texas)
Texas
$413K +$3.07K +6 +0.8%
KFA
2217
Kelleher Financial Advisors
New York
$412K -$108K -210 -22%
TFM
2218
TFC Financial Management
Massachusetts
$411K -$307K -600 -45%
PP
2219
Pegasus Partners
Wisconsin
$410K
IWP
2220
Insight Wealth Partners
Texas
$408K +$368K +719 New
WHC
2221
Wulff, Hansen & Co
California
$406K +$366K +715 New
AT
2222
Arvest Trust
Oklahoma
$406K +$367K +716 New
JIR
2223
James Investment Research
Ohio
$405K +$54.8K +107 +18%
PIM
2224
Perpetual Investment Management
Australia
$404K
TLCM
2225
Twin Lakes Capital Management
California
$404K