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Ross Stores
ROST

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
651
Capital Advisors Ltd
Ohio
$253K – – –
PFO
652
Pathstone Family Office
New Jersey
$250K +$252K +2,017 New
RCAG
653
Rehmann Capital Advisory Group
Michigan
$249K +$3.49K +28 +1%
CG
654
Caprock Group
Idaho
$248K -$16.6K -133 -6%
CCP
655
Cardan Capital Partners
Colorado
$248K – – –
WSCM
656
Wellington Shields Capital Management
New York
$248K – – –
IAS
657
Investment Advisory Services
Texas
$248K +$250K +2,000 New
CAM
658
Cresset Asset Management
Illinois
$246K +$6.86K +55 +3%
FMT
659
First Mercantile Trust
Tennessee
$245K -$38.1K -305 -13%
XWM
660
Xcel Wealth Management
Florida
$244K – – –
TA
661
Tiedemann Advisors
New York
$244K +$247K +1,979 New
CBFP
662
Cedar Brook Financial Partners
Ohio
$240K +$998 +8 +0.4%
QCG
663
Quadrant Capital Group
Ohio
$240K +$3.62K +29 +2%
LFAS
664
Level Four Advisory Services
Texas
$239K -$12.4K -99 -5%
BCM
665
Beck Capital Management
Texas
$236K – – –
BS
666
Banco Santander
Spain
$236K +$237K +1,902 New
CW
667
CreativeOne Wealth
Kansas
$234K +$235K +1,887 New
IWC
668
Integrated Wealth Concepts
Massachusetts
$229K -$7.11K -57 -3%
BG
669
Bollard Group
Massachusetts
$226K +$499 +4 +0.2%
OAM
670
Oak Asset Management
California
$225K +$227K +1,816 New
PWPS
671
Pinnacle Wealth Planning Services
Ohio
$224K -$749 -6 -0.3%
WPP
672
Whalerock Point Partners
Rhode Island
$223K – – –
CAC
673
Certified Advisory Corp
Florida
$218K +$125 +1 +0.1%
JIC
674
Johnson Investment Counsel
Ohio
$217K +$218K +1,751 New
WP
675
WMS Partners
Maryland
$213K +$214K +1,714 New
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