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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
651
Douglass Winthrop Advisors
New York
$218K
SWM
652
Spire Wealth Management
Virginia
$216K +$76.5K +483 +53%
MM
653
MQS Management
New York
$215K +$218K +1,378 New
OLA
654
Oliver Luxxe Assets
New Jersey
$212K +$215K +1,358 New
PWPS
655
Pinnacle Wealth Planning Services
Ohio
$211K +$158 +1 +0.1%
AG
656
AIA Group
Hong Kong
$209K +$147K +928 +223%
AAS
657
Avantax Advisory Services
Texas
$208K -$23K -145 -10%
WMA
658
West Michigan Advisors
Michigan
$205K -$37.4K -236 -15%
GSIS
659
Global Strategic Investment Solutions
Arizona
$204K -$291K -1,839 -58%
SS
660
Simplicity Solutions
Minnesota
$204K -$13K -82 -6%
BFA
661
Beaumont Financial Advisors
Massachusetts
$202K +$634 +4 +0.3%
CGL
662
Clarius Group LLC
Washington
$201K +$204K +1,288 New
SWA
663
Stratos Wealth Advisors
Ohio
$201K +$205K +1,291 New
IA
664
IFP Advisors
Florida
$186K
SOW
665
State of Wyoming
Wyoming
$183K +$115K +724 +161%
PK
666
Pflug Koory
Nebraska
$180K -$14.3K -90 -7%
VVP
667
Venture Visionary Partners
Ohio
$178K +$181K +1,141 New
LSA
668
Leonteq Securities AG
Switzerland
$173K -$17.3K -109 -9%
CWP
669
Concord Wealth Partners
Virginia
$163K -$3.8K -24 -2%
EIM
670
Essex Investment Management
Massachusetts
$160K -$238K -1,503 -59%
CTC
671
Central Trust Company
Missouri
$155K +$78.7K +497 +100%
KFI
672
Key Financial Inc
Pennsylvania
$144K
GLLW
673
Graves Light Lenhart Wealth
Virginia
$135K
BAM
674
Belpointe Asset Management
Nevada
$134K -$10.9K -69 -7%
NIM
675
NuWave Investment Management
New Jersey
$133K +$135K +854 New