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Ross Stores
ROST

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
801
JNBA Financial Advisors
Minnesota
$4K -$7.48K -70 -61%
PMFA
802
Plante Moran Financial Advisors
Michigan
$4K -$3.31K -31 -38%
SC
803
Sawyer & Company
Massachusetts
$4K – – –
SIM
804
Sonora Investment Management
Arizona
$4K – – –
WPA
805
West Paces Advisors
Georgia
$3.83K -$4.7K -44 -50%
LPWM
806
Lake Point Wealth Management
Texas
$3K – – –
LFG
807
Larson Financial Group
Missouri
$3K +$3.31K +31 New
CA
808
Clearstead Advisors
Ohio
$3K +$3.52K +33 New
RWM
809
Raffa Wealth Management
District of Columbia
$2.96K +$1.5K +14 +70%
FP
810
Financial Perspectives
Minnesota
$2.26K – – –
CAM
811
ClariVest Asset Management
California
$2K -$21.8M -204,141 -100%
APC
812
Aspire Private Capital
North Carolina
$2K – – –
BWM
813
Baystate Wealth Management
Massachusetts
$2K – – –
CHA
814
Carmichael Hill & Associates
Maryland
$2K – – –
EIP
815
Ellis Investment Partners
Pennsylvania
$2K +$3.85K +36 New
AF
816
Advisornet Financial
Minnesota
$1K -$2.24K -21 -72%
TAIM
817
TD Ameritrade Investment Management
Nebraska
$1K -$641 -6 -29%
LGWM
818
Litman Gregory Wealth Management
California
$1K – – –
PA
819
Procyon Advisors
Connecticut
$1K – – –
TFGT
820
TS Financial Group (TSFG)
Illinois
$1K – – –
PCTC
821
Perkins Coie Trust Company
Washington
$1K +$641 +6 New
EWM
822
Endurance Wealth Management
Rhode Island
$1K +$854 +8 New
IFAM
823
Institutional & Family Asset Management
Colorado
$1K +$1.07K +10 New
OAM
824
Optimal Asset Management
California
$741 +$278K +2,600 +44%
CII
825
Capital International Inc
California
– -$47.5M -408,390 Closed
31 32
33
34 35