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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
676
Archer Investment Corporation
Indiana
$2.25K – – –
HI
677
Hoey Investments
Pennsylvania
$2.1K – – –
CPG
678
Cornerstone Planning Group
New Jersey
$2K +$1.72K +24 New
OAJ
679
Ogorek Anthony Joseph
New York
$2K +$2.43K +34 New
PWA
680
Physician Wealth Advisors
Utah
$1.8K – – –
PS
681
PayPay Securities
Japan
$1.72K -$858 -12 -35%
BFPW
682
BOK Financial Private Wealth
Colorado
$1.65K -$358 -5 -19%
AEPWM
683
Atlantic Edge Private Wealth Management
Florida
$1.5K – – –
FWM
684
FSA Wealth Management
Massachusetts
$1.28K – – –
DF
685
Dunhill Financial
United Kingdom
$1.1K +$429 +6 +67%
FMTCOCP
686
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
TFA
687
Transamerica Financial Advisors
Florida
$1K – – –
NWM
688
Nova Wealth Management
Florida
$976 +$930 +13 New
WA
689
Whipplewood Advisors
Colorado
$975 +$501 +7 +78%
FGA
690
Fortis Group Advisors
New Jersey
$901 – – –
VWA
691
Valued Wealth Advisors
Utah
$901 – – –
PWA
692
Principia Wealth Advisory
Texas
$871 +$715 +10 +500%
NSIM
693
North Star Investment Management
Illinois
$751 – – –
WWM
694
Wolff Wiese Magana
California
$751 – – –
BFS
695
Bare Financial Services
Pennsylvania
$601 +$572 +8 New
WA
696
WestEnd Advisors
North Carolina
$525 +$358 +5 +250%
WW
697
Winnow Wealth
Texas
$453 +$143 +2 +40%
RFS
698
Richardson Financial Services
Massachusetts
$450 – – –
T
699
Transce3nd
Texas
$450 – – –
MAS
700
MPWM Advisory Solutions
Georgia
$375 -$21.5K -300 -98%