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Ross Stores
ROST

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
801
Sonora Investment Management
Arizona
$9K +$3.8K +39 +81%
WPA
802
West Paces Advisors
Georgia
$8.72K – – –
WAP
803
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
CFN
804
Cordasco Financial Network
Florida
$7K +$7.31K +75 New
SWA
805
Sutton Wealth Advisors
Florida
$6.14K +$585 +6 +11%
SA
806
SRH Advisors
Kansas
$6K – – –
RWA
807
Ropes Wealth Advisors
Massachusetts
$6K +$5.95K +61 New
FMB
808
Field & Main Bank
Kentucky
$5K – – –
EI
809
Ellevest Inc
New York
$5K +$3.9K +40 +267%
EWA
810
Evolution Wealth Advisors
Florida
$5K +$4.48K +46 New
CCM
811
Cribstone Capital Management
Maine
$4K -$2.44K -25 -40%
JFA
812
JNBA Financial Advisors
Minnesota
$4K – – –
SC
813
Sawyer & Company
Massachusetts
$4K – – –
APC
814
Aspire Private Capital
North Carolina
$4K +$1.66K +17 +68%
FPFS
815
First Personal Financial Services
North Carolina
$4K +$1.75K +18 +75%
TPWA
816
TRUE Private Wealth Advisors
Oregon
$4K +$4.78K +49 New
LPWM
817
Lake Point Wealth Management
Texas
$3K – – –
PFGIA
818
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$195 +2 +7%
SIS
819
Sound Income Strategies
Florida
$3K +$2.92K +30 New
AF
820
Advisornet Financial
Minnesota
$2K +$682 +7 +41%
SQA
821
Simon Quick Advisors
New Jersey
$1.78K +$1.75K +18 New
TFGT
822
TS Financial Group (TSFG)
Illinois
$1K – – –
GI
823
Gradient Investments
Minnesota
$1K +$780 +8 New
AWM
824
Avior Wealth Management
Nebraska
$1K +$1.07K +11 New
TAIM
825
TD Ameritrade Investment Management
Nebraska
$1K +$1.07K +11 New
31 32
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