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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
2301
Catalyst Private Wealth
California
$331K +$172K +339 +96%
S
2302
Surevest
California
$330K +$51.2K +101 +17%
TC
2303
Truvestments Capital
Florida
$330K +$92.8K +183 +36%
FP
2304
Financial Perspectives
Minnesota
$329K +$507 +1 +0.1%
AAM
2305
Aureus Asset Management
Massachusetts
$328K -$25.4K -50 -7%
EGA
2306
Eagle Global Advisors
Texas
$327K -$203K -400 -37%
OGF
2307
Orin Green Financial
California
$326K -$1.01K -2 -0.3%
CWA
2308
Consilium Wealth Advisory
Texas
$326K – – –
SWA
2309
Sutton Wealth Advisors
Florida
$326K +$26.9K +53 +8%
CAGAS
2310
Capital Advisory Group Advisory Services
Minnesota
$325K – – –
WCG
2311
Weaver Consulting Group
California
$325K +$12.2K +24 +4%
HCM
2312
Hutchinson Capital Management
California
$324K -$1.52K -3 -0.4%
CC
2313
Callan Capital
California
$324K – – –
TW
2314
Towerpoint Wealth
California
$324K – – –
CWM
2315
Cabot Wealth Management
Massachusetts
$324K +$4.57K +9 +1%
CFA
2316
Compass Financial Advisors
Indiana
$324K +$13.2K +26 +4%
HIM
2317
HughesLittle Investment Management
$324K – – –
VCM
2318
Virtue Capital Management
Tennessee
$323K -$850K -1,676 -71%
AIM
2319
Allen Investment Management
New York
$323K – – –
FG
2320
Foster Group
Iowa
$323K +$10.1K +20 +3%
AFPL
2321
Advus Financial Partners, LLC
Florida
$323K +$20.8K +41 +6%
HHAM
2322
HITE Hedge Asset Management
Massachusetts
$321K – – –
DWM
2323
Denver Wealth Management
Colorado
$321K +$340K +670 New
NF
2324
Nvest Financial
New Hampshire
$320K -$33K -65 -9%
EWA
2325
Evolution Wealth Advisors
Florida
$320K – – –
91 92
93
94 95