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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
651
Westside Investment Management
California
$3.75K – – –
NFSG
652
Newbridge Financial Services Group
Florida
$3.75K +$3.43K +50 New
LFG
653
Larson Financial Group
Missouri
$3.6K +$618 +9 +23%
RWM
654
Raffa Wealth Management
District of Columbia
$3.3K – – –
GG
655
Gleason Group
Kentucky
$3K – – –
HIA
656
Harbor Investment Advisory
Maryland
$2.85K -$11.5K -167 -81%
SIM
657
Synergy Investment Management
Florida
$2.85K +$2.61K +38 New
MSWM
658
Mowery & Schoenfeld Wealth Management
Illinois
$2.55K +$2.33K +34 New
PS
659
PayPay Securities
Japan
$2.55K +$2.33K +34 New
CFP
660
Comprehensive Financial Planning
Pennsylvania
$2.32K +$2.13K +31 New
NRWA
661
North Ridge Wealth Advisors
Oregon
$2.25K +$2.06K +30 New
AIC
662
Archer Investment Corporation
Indiana
$2.25K – – –
RTL
663
Red Tortoise LLC
Georgia
$2.25K +$2.06K +30 New
HI
664
Hoey Investments
Pennsylvania
$2.1K – – –
BFPW
665
BOK Financial Private Wealth
Colorado
$2.02K +$343 +5 +23%
MG
666
Mather Group
Illinois
$2.02K -$2.4K -35 -56%
TC
667
Truvestments Capital
Florida
$2.02K +$1.85K +27 New
WTFG
668
Wood Tarver Financial Group
Idaho
$2K +$2.33K +34 New
BIA
669
Bell Investment Advisors
California
$1.95K -$481 -7 -21%
RI
670
Ridgewood Investments
New Jersey
$1.95K – – –
PWA
671
Physician Wealth Advisors
Utah
$1.8K +$1.65K +24 New
FA
672
Fedenia Advisers
Wisconsin
$1.57K +$1.44K +21 New
AEPWM
673
Atlantic Edge Private Wealth Management
Florida
$1.5K – – –
CTC
674
Central Trust Company
Missouri
$1.35K -$7.76K -113 -86%
FWM
675
FSA Wealth Management
Massachusetts
$1.27K – – –