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Ross Stores
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1201
Prestige Wealth Management Group
New Jersey
$27.5K – – –
CFFP
1202
Center for Financial Planning
Michigan
$27.3K – – –
JWM
1203
JPL Wealth Management
Colorado
$27.1K +$24.9K +125 New
WPA
1204
Wealth Preservation Advisors
Tennessee
$26.2K +$24.1K +121 New
MCA
1205
Midwest Capital Advisors
Michigan
$26K – – –
WETS
1206
Wealth Enhancement Trust Services
South Dakota
$26K +$20.7K +104 +650%
DWM
1207
Dogwood Wealth Management
Kansas
$24.5K +$3.39K +17 +18%
PWMG
1208
Private Wealth Management Group
New Jersey
$23.8K -$398 -2 -2%
AF
1209
Align Financial
Minnesota
$23.4K -$3.85M -19,347 -99%
GCM
1210
Gables Capital Management
Florida
$23.2K – – –
SWM
1211
SHP Wealth Management
Massachusetts
$23.1K +$15.9K +80 +308%
CAC
1212
Core Alternative Capital
Georgia
$23K -$8.77K -44 -29%
MAM
1213
Marquette Asset Management
Minnesota
$23K +$4.58K +23 +28%
VWA
1214
Valued Wealth Advisors
Utah
$22.8K +$5.18K +26 +33%
TCOT
1215
Trust Company of Toledo
Ohio
$22.3K – – –
PP
1216
PFS Partners
New Jersey
$22.2K – – –
GSEP
1217
Golden State Equity Partners
California
$22.1K +$20.3K +102 New
AG
1218
AmeriFlex Group
Nevada
$21.7K – – –
CTC
1219
Cetera Trust Company
Minnesota
$21.7K – – –
MGI
1220
Miller Global Investments
Texas
$21.4K – – –
WAG
1221
Wilkerson Advisory Group
Missouri
$21K +$6.57K +33 +52%
AW
1222
Avion Wealth
Texas
$21K +$2.19K +11 +13%
TM
1223
Torren Management
California
$20.8K -$52.2K -262 -73%
IWM
1224
IMG Wealth Management
Florida
$20.4K +$17.7K +89 +1,780%
S
1225
Sachetta
Massachusetts
$19.7K – – –
47 48
49
50 51