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Ross Stores
ROST

Name Holding Trade Value Shares
Change 		Change in
Stake
MSF
1001
Mustard Seed Financial
Arkansas
$298K – – –
B
1002
Bailard
California
$298K – – –
LWM
1003
LeConte Wealth Management
Tennessee
$298K -$19.1K -85 -6%
WWC
1004
Waypoint Wealth Counsel
Georgia
$296K -$83K -369 -21%
AWM
1005
Angeles Wealth Management
California
$295K +$20.3K +90 +7%
AO
1006
Advisor OS
Illinois
$293K -$117K -521 -27%
PWPS
1007
Pinnacle Wealth Planning Services
Ohio
$293K +$4.05K +18 +1%
WIA
1008
World Investment Advisors
California
$291K -$8.78K -39 -3%
CIA
1009
Capital Investment Advisors
Georgia
$290K +$17.3K +77 +6%
NWA
1010
New World Advisors
Massachusetts
$288K +$305K +1,355 New
CFO
1011
CVA Family Office
Colorado
$288K -$5.17K -23 -2%
CRI
1012
Colonial River Investments
Virginia
$285K +$1.57K +7 +0.5%
MWA
1013
Madson Wealth Advisors
California
$284K – – –
DWT
1014
Dorsey & Whitney Trust
South Dakota
$284K -$13.3K -59 -4%
CWMG
1015
Compass Wealth Management (Georgia)
Georgia
$283K – – –
PTP
1016
Platform Technology Partners
New York
$282K +$6.3K +28 +2%
AA
1017
AF Advisors
California
$279K – – –
SAG
1018
SageView Advisory Group
California
$278K +$43.7K +194 +17%
SR
1019
Swiss Re
Switzerland
$278K +$294K +1,305 New
FMLI
1020
Fukoku Mutual Life Insurance
Japan
$277K +$293K +1,300 New
VFA
1021
Valeo Financial Advisors
Indiana
$276K +$67.1K +298 +30%
FMTC
1022
Farmers & Merchants Trust Company
California
$276K +$2.92K +13 +1%
FLPIM
1023
F.L. Putnam Investment Management
Massachusetts
$275K +$29K +129 +11%
CIAM
1024
Caitong International Asset Management
Hong Kong
$275K +$291K +1,292 New
QFA
1025
Quantum Financial Advisors
California
$275K -$33.1K -147 -10%
39 40
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