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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
HI
676
Hoey Investments
Pennsylvania
$2.1K
CPG
677
Cornerstone Planning Group
New Jersey
$2K +$1.72K +24 New
OAJ
678
Ogorek Anthony Joseph
New York
$2K +$2.43K +34 New
PWA
679
Physician Wealth Advisors
Utah
$1.8K
PS
680
PayPay Securities
Japan
$1.72K -$858 -12 -35%
BFPW
681
BOK Financial Private Wealth
Colorado
$1.65K -$358 -5 -19%
AEPWM
682
Atlantic Edge Private Wealth Management
Florida
$1.5K
FWM
683
FSA Wealth Management
Massachusetts
$1.28K
DF
684
Dunhill Financial
United Kingdom
$1.1K +$429 +6 +67%
FMTCOCP
685
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K
TFA
686
Transamerica Financial Advisors
Florida
$1K
NWM
687
Nova Wealth Management
Florida
$976 +$930 +13 New
WA
688
Whipplewood Advisors
Colorado
$975 +$501 +7 +78%
FGA
689
Fortis Group Advisors
New Jersey
$901
VWA
690
Valued Wealth Advisors
Utah
$901
PWA
691
Principia Wealth Advisory
Texas
$871 +$715 +10 +500%
NSIM
692
North Star Investment Management
Illinois
$751
WWM
693
Wolff Wiese Magana
California
$751
BFS
694
Bare Financial Services
Pennsylvania
$601 +$572 +8 New
WA
695
WestEnd Advisors
North Carolina
$525 +$358 +5 +250%
WW
696
Winnow Wealth
Texas
$453 +$143 +2 +40%
RFS
697
Richardson Financial Services
Massachusetts
$450
T
698
Transce3nd
Texas
$450
MAS
699
MPWM Advisory Solutions
Georgia
$375 -$21.5K -300 -98%
CAM
700
Chesapeake Asset Management
New York
$375