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Ross Stores
ROST

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1026
Sunpointe
Missouri
$273K -$116K -515 -29%
LI
1027
LifeWealth Investments
Florida
$272K -$3.38K -15 -1%
OWA
1028
One Wealth Advisors
California
$272K – – –
DE
1029
Defiance ETFs
New York
$270K +$47.7K +212 +20%
CWP
1030
Curated Wealth Partners
California
$268K +$284K +1,260 New
LPT
1031
Legacy Private Trust
Wisconsin
$268K +$283K +1,257 New
DAS
1032
Dynamic Advisor Solutions
Arizona
$267K -$33.3K -148 -11%
MPWT
1033
MassMutual Private Wealth & Trust
Connecticut
$266K -$4.95K -22 -2%
MKW
1034
Mullaney, Keating & Wright
Connecticut
$266K – – –
IRP
1035
Investment Research Partners
Pennsylvania
$266K +$281K +1,248 New
ATPW
1036
Ashton Thomas Private Wealth
Arizona
$265K -$56.7K -252 -17%
AWM
1037
Aprio Wealth Management
Georgia
$265K +$30.6K +136 +12%
GFP
1038
Gryphon Financial Partners
Ohio
$265K +$64.6K +287 +30%
KTM
1039
Keeler Thomas Management
Utah
$265K -$221K -981 -44%
RWP
1040
Revolve Wealth Partners
New Jersey
$264K +$45.2K +201 +19%
KFAS
1041
Keating Financial Advisory Services
Kansas
$261K +$35.6K +158 +15%
AIP
1042
Avail Investment Partners
Pennsylvania
$261K +$276K +1,226 New
PCG
1043
Prosperity Consulting Group
Maryland
$261K +$275K +1,224 New
MCM
1044
Manchester Capital Management
Vermont
$260K -$27K -120 -9%
CWMA
1045
Capstone Wealth Management (Alabama)
Alabama
$260K +$275K +1,222 New
SG
1046
Sankala Group
Colorado
$259K -$23.6K -105 -9%
SW
1047
SVB Wealth
Massachusetts
$257K -$8.32K -37 -3%
WCM
1048
Windward Capital Management
California
$256K -$4.72K -21 -2%
SB
1049
Sunflower Bank
Texas
$256K +$10.6K +47 +4%
OL
1050
Odyssean LLC
Connecticut
$255K +$270K +1,199 New
40 41
42
43 44