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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
UI
2451
Unconventional Investor
New Hampshire
$306K – – –
SBWIC
2452
Schaper Benz & Wise Investment Counsel
Wisconsin
$306K +$52.5K +100 +23%
GCA
2453
Gradient Capital Advisors
California
$305K -$22.6K -43 -8%
G
2454
GenTrust
Florida
$305K – – –
PWS
2455
Paragon Wealth Strategies
Florida
$305K – – –
SICM
2456
Sustainable Insight Capital Management
New York
$305K +$60.9K +116 +28%
AI
2457
AdvisorShares Investments
Maryland
$305K +$278K +530 New
WAM
2458
Winslow Asset Management
Ohio
$304K – – –
KCFA
2459
Key Client Fiduciary Advisors
New Jersey
$304K +$11K +21 +4%
IWP
2460
Insight Wealth Partners
Texas
$303K -$101K -193 -27%
FM
2461
Foster & Motley
Ohio
$303K -$76.6K -146 -22%
PFC
2462
Poplar Forest Capital
California
$303K – – –
LBA
2463
Lowell Blake & Associates
Massachusetts
$302K – – –
BWM
2464
Blossom Wealth Management
California
$301K -$2.1K -4 -0.8%
DWMG
2465
DB Wealth Management Group
California
$301K – – –
FWP
2466
Falcon Wealth Planning
California
$301K +$11.5K +22 +4%
BCP
2467
Berkeley Capital Partners
Georgia
$300K -$18.9K -36 -6%
CCM
2468
Canal Capital Management
Virginia
$300K +$1.05K +2 +0.4%
AA
2469
Aire Advisors
California
$300K +$31K +59 +13%
IWA
2470
Intercontinental Wealth Advisors
Texas
$299K – – –
IAG
2471
Investmark Advisory Group
Connecticut
$298K -$10.5K -20 -4%
GSC
2472
G&S Capital
Colorado
$298K – – –
JSAM
2473
J. Safra Asset Management
New York
$298K – – –
OIM
2474
Oder Investment Management
California
$298K +$26.8K +51 +11%
WAS
2475
Wealth Advisory Solutions
Indiana
$298K +$272K +518 New
97 98
99
100 101