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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
701
West Branch Capital
Massachusetts
$4.56K +$3.97K +46 New
HNW
702
High Note Wealth
Minnesota
$4.46K -$863 -10 -18%
RWM
703
Raffa Wealth Management
District of Columbia
$4.36K – – –
HHMI
704
Howard Hughes Medical Institute
Maryland
$4.26K +$3.71K +43 New
MCM
705
Manchester Capital Management
Vermont
$4.16K +$173 +2 +5%
PGAM
706
Princeton Global Asset Management
New Jersey
$4.06K +$3.54K +41 New
AW
707
Avion Wealth
Texas
$4K -$1.21K -14 -25%
OAJ
708
Ogorek Anthony Joseph
New York
$4K +$949 +11 +32%
GG
709
Gleason Group
Kentucky
$3.96K – – –
BIA
710
Bell Investment Advisors
California
$3.76K +$432 +5 +15%
SO
711
Sierra Ocean
California
$3.56K – – –
KWM
712
Kiker Wealth Management
Georgia
$3.47K – – –
MAM
713
Meeder Asset Management
Ohio
$3.37K -$383K -4,436 -99%
RS
714
Rakuten Securities
Japan
$3.27K -$7.59K -88 -73%
FMP
715
Financial Management Professionals
Texas
$3.07K +$2.68K +31 New
CAL
716
Capital Advisors Ltd
Ohio
$3K -$8.2K -95 -79%
WCM
717
Winthrop Capital Management
Indiana
$3K – – –
WTFG
718
Wood Tarver Financial Group
Idaho
$3K – – –
NRWA
719
North Ridge Wealth Advisors
Oregon
$2.97K – – –
AIC
720
Archer Investment Corporation
Indiana
$2.97K – – –
PWA
721
Physician Wealth Advisors
Utah
$2.87K +$432 +5 +21%
SIC
722
SJS Investment Consulting
Ohio
$2.87K +$2.5K +29 New
BCM
723
Boreal Capital Management
Florida
$2.87K +$2.5K +29 New
HI
724
Hoey Investments
Pennsylvania
$2.77K – – –
CIAS
725
CBIZ Investment Advisory Services
Ohio
$2.67K +$2.33K +27 New
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