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Ross Stores
ROST

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1051
Defiance ETFs
New York
$230K +$212K +1,063 New
I2I
1052
Insight 2811 Inc
Illinois
$230K +$211K +1,061 New
OCPWS
1053
One Charles Private Wealth Services
Massachusetts
$229K +$211K +1,058 New
BWA
1054
Basecamp Wealth Advisors
Washington
$229K +$12K +60 +6%
WWM
1055
WT Wealth Management
Arizona
$227K +$209K +1,050 New
5NPW
1056
55 North Private Wealth
Florida
$227K +$208K +1,046 New
PFG
1057
Prosperity Financial Group
California
$226K +$208K +1,044 New
ODFS
1058
O'Donnell Financial Services
California
$226K +$208K +1,042 New
A
1059
Argentarii
Ohio
$225K +$207K +1,041 New
CL
1060
CVFG LLC
Indiana
$225K +$207K +1,040 New
PCFFS
1061
Pacific Center for Financial Services
California
$225K – – –
ITG
1062
Index Technologies Group
New York
$225K +$207K +1,038 New
RWP
1063
Revolve Wealth Partners
New Jersey
$225K +$207K +1,037 New
HFO
1064
Heritage Family Offices
Arizona
$221K +$203K +1,020 New
RFP
1065
Root Financial Partners
California
$221K +$39K +196 +24%
IFWM
1066
Institute for Wealth Management
Colorado
$220K +$202K +1,013 New
AIM
1067
Alhambra Investment Management
Florida
$217K +$199K +1,000 New
BHWM
1068
Bar Harbor Wealth Management
New Hampshire
$217K +$199K +1,000 New
LC
1069
Lincoln Capital
Nebraska
$217K +$199K +1,000 New
AIA
1070
Arbor Investment Advisors
North Carolina
$217K -$162K -812 -45%
VFA
1071
Valeo Financial Advisors
Indiana
$216K -$248K -1,245 -55%
GCP
1072
Guardian Capital (Pennsylvania)
Pennsylvania
$216K -$141K -707 -42%
CPW
1073
Crestmont Private Wealth
Texas
$215K +$198K +992 New
IFG
1074
Independent Financial Group
California
$214K +$197K +988 New
NL
1075
NWAM LLC
Washington
$214K +$197K +988 New
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43
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