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Ross Stores
ROST

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
651
Visionary Wealth Advisors
Illinois
$252K +$247K +2,206 New
LCS
652
Levin Capital Strategies
New York
$251K -$140K -1,250 -36%
WSFS
653
Wilmington Savings Fund Society
Delaware
$251K – – –
B
654
Barings
North Carolina
$249K -$29K -259 -11%
PCA
655
Personal Capital Advisors
California
$243K -$13.9K -124 -6%
IAIM
656
International Assets Investment Management
Florida
$243K +$238K +2,128 New
GLLW
657
Graves Light Lenhart Wealth
Virginia
$242K -$122K -1,094 -34%
CCM
658
Copeland Capital Management
Pennsylvania
$240K – – –
KP
659
Keel Point
Alabama
$240K +$235K +2,100 New
DWM
660
Doyle Wealth Management
Florida
$237K – – –
MWM
661
Mission Wealth Management
California
$236K -$38.9K -348 -14%
RCAG
662
Rehmann Capital Advisory Group
Michigan
$236K +$5.7K +51 +3%
WT
663
Whittier Trust
California
$235K -$15K -134 -6%
CVM
664
Cheviot Value Management
California
$229K -$112K -1,000 -33%
IAS
665
Investment Advisory Services
Texas
$229K – – –
WSCM
666
Wellington Shields Capital Management
New York
$229K – – –
DI
667
Diligent Investors
California
$229K +$224K +2,001 New
BTWM
668
Baker Tilly Wealth Management
Wisconsin
$229K +$224K +2,003 New
AF
669
Alerus Financial
North Dakota
$228K -$235K -2,103 -51%
AT
670
Arden Trust
Delaware
$225K -$66.5K -595 -23%
XWM
671
Xcel Wealth Management
Florida
$225K – – –
SICM
672
Sustainable Insight Capital Management
New York
$225K +$3.35K +30 +2%
IWC
673
Integrated Wealth Concepts
Massachusetts
$222K -$36.7K -328 -14%
EDRH
674
Edmond de Rothschild Holding
Switzerland
$220K -$1.56M -13,965 -88%
LFAS
675
Level Four Advisory Services
Texas
$219K +$6.93K +62 +3%
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