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Ross Stores
ROST

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
726
Premier Path Wealth Partners
New Jersey
$340K -$1.25K -9 -0.4%
FIM
727
Freedom Investment Management
Connecticut
$337K -$6.78K -49 -2%
WCM
728
Windward Capital Management
California
$336K -$42.3K -306 -12%
SWM
729
Spire Wealth Management
Virginia
$335K -$21K -152 -6%
JFL
730
Jarislowsky, Fraser Ltd
Quebec, Canada
$332K -$41.5K -300 -12%
CI
731
CX Institutional
Indiana
$329K -$3.04K -22 -1%
LFAS
732
Level Four Advisory Services
Texas
$326K +$45.6K +330 +17%
GLA
733
Great Lakes Advisors
Illinois
$325K -$1.37M -9,871 -82%
SI
734
Stephens Inc
Arkansas
$322K +$1.8K +13 +0.6%
CW
735
CreativeOne Wealth
Kansas
$320K -$43.4K -314 -12%
QWP
736
Quotient Wealth Partners
Texas
$319K +$11.8K +85 +4%
TW
737
TritonPoint Wealth
Maryland
$315K -$9.96K -72 -3%
HBT
738
Heartland Bank & Trust
Illinois
$313K +$2.49K +18 +0.8%
OIA
739
Optimum Investment Advisors
Illinois
$312K – – –
LWM
740
Liberty Wealth Management
California
$309K +$1.52K +11 +0.5%
PWG
741
Portside Wealth Group
Utah
$306K +$19.4K +140 +7%
VWA
742
Visionary Wealth Advisors
Illinois
$305K -$8.3K -60 -3%
UHC
743
Union Heritage Capital
Michigan
$305K – – –
HFS
744
Hantz Financial Services
Michigan
$303K -$91K -658 -24%
AFT
745
Alpha Family Trust
California
$303K – – –
QC
746
Quent Capital
New York
$303K -$691 -5 -0.2%
PCG
747
PFC Capital Group
California
$301K – – –
SW
748
SteelPeak Wealth
California
$300K -$8.02K -58 -3%
RAM
749
Ramirez Asset Management
New York
$299K – – –
RIL
750
Rothschild Investment LLC
Illinois
$297K +$47K +340 +20%
28 29
30
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