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Ross Stores

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
1401
Gen-Wealth Partners
Michigan
$1.06K – – –
NWM
1402
Navigoe Wealth Management
California
$1K +$1.8K +8 New
BIM
1403
Breakwater Investment Management
Washington
$852 – – –
HPBT
1404
Hickory Point Bank & Trust
Illinois
$851 – – –
MWM
1405
Mosley Wealth Management
California
$851 +$900 +4 New
PWA
1406
Provenance Wealth Advisors
Florida
$851 +$900 +4 New
WA
1407
WestEnd Advisors
North Carolina
$639 – – –
NWS
1408
Nvest Wealth Strategies
Ohio
$639 +$450 +2 +200%
CI
1409
Cordant Inc
Oregon
$549 +$675 +3 New
T
1410
Tidemark
California
$426 – – –
TC
1411
Trust Company
Kansas
$426 – – –
CFM
1412
Compass Financial Management
Florida
$426 +$450 +2 New
MCA
1413
Maryland Capital Advisors
Maryland
$426 +$450 +2 New
PMFA
1414
Plante Moran Financial Advisors
Michigan
$426 +$450 +2 New
DWM
1415
Darwin Wealth Management
Florida
$268 +$225 +1 New
BC
1416
Bayforest Capital
United Kingdom
$213 -$300K -1,335 -100%
3FI
1417
3 Factor Indexing
California
$213 – – –
IPS
1418
Investors Portfolio Services
Washington
$213 – – –
HIA
1419
Highland Investment Advisors
Florida
$213 +$225 +1 New
LF
1420
LifeSteps Financial
California
$213 +$225 +1 New
MWA
1421
Medallion Wealth Advisors
Connecticut
$213 +$225 +1 New
RJA
1422
Ross\Johnson & Associates
Minnesota
$213 +$225 +1 New
T. Rowe Price Investment Management
1423
T. Rowe Price Investment Management
Maryland
– -$454M -2,097,927 Closed
Point72 Asset Management
1424
Point72 Asset Management
Connecticut
– -$247M -1,098,133 Closed
FGP
1425
Freestone Grove Partners
California
– -$78.8M -363,898 Closed