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Ross Stores
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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1051
Gilbert & Cook
Iowa
$234K -$31.7K -159 -13%
CH
1052
Cromwell Holdings
Wyoming
$234K +$1.59K +8 +0.7%
IAN
1053
Integrated Advisors Network
Texas
$233K -$63K -316 -23%
KFAS
1054
Keating Financial Advisory Services
Kansas
$231K -$10.6K -53 -5%
DE
1055
Defiance ETFs
New York
$230K +$212K +1,063 New
I2I
1056
Insight 2811 Inc
Illinois
$230K +$211K +1,061 New
OCPWS
1057
One Charles Private Wealth Services
Massachusetts
$229K +$211K +1,058 New
BWA
1058
Basecamp Wealth Advisors
Washington
$229K +$12K +60 +6%
WWM
1059
WT Wealth Management
Arizona
$227K +$209K +1,050 New
5NPW
1060
55 North Private Wealth
Florida
$227K +$208K +1,046 New
PFG
1061
Prosperity Financial Group
California
$226K +$208K +1,044 New
ODFS
1062
O'Donnell Financial Services
California
$226K +$208K +1,042 New
A
1063
Argentarii
Ohio
$225K +$207K +1,041 New
CL
1064
CVFG LLC
Indiana
$225K +$207K +1,040 New
PCFFS
1065
Pacific Center for Financial Services
California
$225K – – –
ITG
1066
Index Technologies Group
New York
$225K +$207K +1,038 New
RWP
1067
Revolve Wealth Partners
New Jersey
$225K +$207K +1,037 New
HFO
1068
Heritage Family Offices
Arizona
$221K +$203K +1,020 New
RFP
1069
Root Financial Partners
California
$221K +$39K +196 +24%
IFWM
1070
Institute for Wealth Management
Colorado
$220K +$202K +1,013 New
AIM
1071
Alhambra Investment Management
Florida
$217K +$199K +1,000 New
BHWM
1072
Bar Harbor Wealth Management
New Hampshire
$217K +$199K +1,000 New
LC
1073
Lincoln Capital
Nebraska
$217K +$199K +1,000 New
AIA
1074
Arbor Investment Advisors
North Carolina
$217K -$162K -812 -45%
VFA
1075
Valeo Financial Advisors
Indiana
$216K -$248K -1,245 -55%
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43
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