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COSTCO WHSL CORP NEW
COSTCO WHSL CORP NEW. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 1,123 Institutional holders with a total value of $49,762,070,831.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SUMMIT SECURITIES GROUP LLC 35 0 0.00% Put
2 FIRST NEW YORK SECURITIES LLC /NY 1 715 0.00% Call
3 WealthTrust-Arizona, LLC 200 1,000 0.00% Call
4 Summit Financial Wealth Advisors, LLC 20 3,000 0.00%
5 Winfield Associates, Inc. 25 4,000 0.00%
6 New Harbor Financial Group, LLC 33 5,000 0.00%
7 Lenox Wealth Advisors, LLC 30 5,000 0.00%
8 PRENTISS SMITH & CO INC 31 5,000 0.00%
9 Exchange Capital Management, Inc. 38 6,000 0.00%
10 SRH ADVISORS, LLC 40 6,000 0.00%
11 Genesis Wealth Advisors, LLC 52 7,812 0.00%
12 COUNTRY TRUST BANK 55 8,000 0.00%
13 Ranger Investment Management, L.P. 53 8,000 0.00%
14 AlphaMark Advisors, LLC 50 8,000 0.00%
15 Beacon Capital Management, Inc. 50 8,000 0.00%
16 Waverly Advisors, LLC 57 9,000 0.00%
17 MCF Advisors LLC 64 10,000 0.00%
18 ADVANTAGE INVESTMENT MANAGEMENT, LLC 70 11,000 0.00%
19 Simplicity Solutions, LLC 78 11,817 0.00%
20 VALLEY NATIONAL ADVISERS INC 82 12,000 0.00%
21 Baltimore-Washington Financial Advisors, Inc. 83 13,000 0.00%
22 Whitnell & Co. 90 14,000 0.00%
23 SHARKEY, HOWES & JAVER 100 15,000 0.00%
24 Lowe Wealth Advisors, LLC 100 15,000 0.00%
25 MONROE BANK & TRUST/MI 100 15,000 0.00%
26 Burt Wealth Advisors 109 15,000 0.00%
27 Mercer Capital Advisers, Inc. 100 15,000 0.00%
28 D'Orazio & Associates, Inc. 100 15,000 0.00%
29 WealthTrust-Arizona, LLC 110 17,000 0.00%
30 PIERSHALE FINANCIAL GROUP, INC. 126 19,000 0.00%
31 Hoxton Financial, Inc. 131 20,000 0.00%
32 SIGNATUREFD, LLC 133 20,000 0.00%
33 Catamount Wealth Management 136 21,000 0.00%
34 Independent Portfolio Consultants, Inc. 140 21,000 0.00%
35 American Research & Management Co. 140 21,000 0.00%
36 Tarbox Family Office, Inc. 143 22,000 0.00%
37 Aris Wealth Services, Inc. 160 24,000 0.00%
38 Sunbelt Securities, Inc. 166 25,148 0.00%
39 PIEDMONT INVESTMENT ADVISORS INC 171 25,906 0.00%
40 JFS WEALTH ADVISORS, LLC 170 26,000 0.00%
41 Index Management Solutions, LLC 174 26,000 0.00%
42 WEALTHCARE CAPITAL MANAGEMENT LLC 180 27,000 0.00%
43 THOMPSON DAVIS & CO., INC. 179 27,000 0.00%
44 Alexandria Capital, LLC 191 29,000 0.00%
45 Lehman Financial Resources, Inc. 200 30,000 0.00%
46 Capital Advisors, Ltd. LLC 200 30,000 0.00%
47 AllSquare Wealth Management LLC 196 30,000 0.00%
48 Aft, Forsyth & Sober, LLC 200 30,000 0.00%
49 Stevens First Principles Investment Advisors 213 32,000 0.00%
50 Peachtree Investment Advisors, Inc. 225 34,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.