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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
2401
Eldridge Investment Advisors
New Hampshire
$298K – – –
IF
2402
Insight Folios
North Carolina
$296K -$178K -343 -35%
AFM
2403
Abbot Financial Management
Massachusetts
$296K +$5.72K +11 +2%
LF
2404
Lantz Financial
Illinois
$296K +$7.28K +14 +2%
SPP
2405
Single Point Partners
Massachusetts
$295K +$23.4K +45 +8%
NERM
2406
New England Research & Management
Illinois
$295K +$325K +625 New
GA
2407
GoalVest Advisory
New York
$293K -$812K -1,562 -72%
BCM
2408
Boltwood Capital Management
California
$292K -$14K -27 -4%
PAMG
2409
Patton Albertson Miller Group
Tennessee
$292K – – –
TCWM
2410
Total Clarity Wealth Management
Illinois
$292K +$15.6K +30 +5%
TTWM
2411
TCV Trust & Wealth Management
Virginia
$291K -$16.6K -32 -5%
FCFC
2412
First Citizens Financial Corp
Iowa
$291K – – –
PFM
2413
Peak Financial Management
Massachusetts
$291K – – –
AIA
2414
Arbor Investment Advisors
North Carolina
$291K +$520 +1 +0.2%
WWM
2415
WJ Wealth Management
Arizona
$291K +$3.12K +6 +1%
BWM
2416
BCS Wealth Management
Tennessee
$290K -$130K -249 -29%
PSF
2417
Pacific Sun Financial
California
$290K -$22.9K -44 -7%
WAM
2418
Winslow Asset Management
Ohio
$290K +$2.08K +4 +0.7%
MA
2419
MAS Advisors
Florida
$289K -$6.76K -13 -2%
TLFA
2420
True Link Financial Advisors
California
$289K +$318K +612 New
WHC
2421
Wulff, Hansen & Co
California
$288K – – –
HCP
2422
Holt Capital Partners
Texas
$288K +$3.64K +7 +1%
BDFN
2423
Bond & Devick Financial Network
Minnesota
$288K +$26K +50 +9%
WFS
2424
Widmann Financial Services
Maryland
$287K -$78K -150 -20%
KIC
2425
Kensington Investment Counsel
California
$285K – – –
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97
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