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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
701
Princeton Global Asset Management
New Jersey
$3.87K – – –
GG
702
Gleason Group
Kentucky
$3.77K – – –
BIA
703
Bell Investment Advisors
California
$3.59K – – –
HNW
704
High Note Wealth
Minnesota
$3.59K -$749 -7 -16%
HPC
705
HM Payson & Co
Maine
$3.49K +$3.96K +37 New
MAM
706
Meeder Asset Management
Ohio
$3.02K -$214 -2 -6%
AW
707
Avion Wealth
Texas
$3K – – –
WCM
708
Winthrop Capital Management
Indiana
$3K – – –
CCM
709
Cloud Capital Management
Washington
$3K +$3.42K +32 New
DPW
710
DiNuzzo Private Wealth
Pennsylvania
$2.84K – – –
NRWA
711
North Ridge Wealth Advisors
Oregon
$2.83K – – –
AIC
712
Archer Investment Corporation
Indiana
$2.83K – – –
PB
713
Pinnacle Bancorp
Nebraska
$2.74K -$2.57K -24 -45%
FMP
714
Financial Management Professionals
Texas
$2.74K -$214 -2 -6%
BCM
715
Boreal Capital Management
Florida
$2.74K – – –
HI
716
Hoey Investments
Pennsylvania
$2.64K – – –
SIC
717
SJS Investment Consulting
Ohio
$2.55K -$214 -2 -7%
CIAS
718
CBIZ Investment Advisory Services
Ohio
$2.55K – – –
MAS
719
MPWM Advisory Solutions
Georgia
$2.36K – – –
RS
720
Rakuten Securities
Japan
$2.27K -$963 -9 -27%
PWA
721
Physician Wealth Advisors
Utah
$2.27K -$535 -5 -17%
BFPW
722
BOK Financial Private Wealth
Colorado
$2.08K – – –
TCA
723
Trifecta Capital Advisors
Illinois
$2.08K – – –
CAL
724
Capital Advisors Ltd
Ohio
$2K – – –
FMTCOCP
725
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –