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DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
TWIM
701
TIAA Wealth Investment Management
New York
$16.4K +$18.3K +150 New
MWA
702
Medallion Wealth Advisors
Connecticut
$16.3K – – –
KFAS
703
Keating Financial Advisory Services
Kansas
$15K +$855 +7 +5%
MAM
704
Meeder Asset Management
Ohio
$15K +$12.9K +106 +342%
ITIM
705
Indiana Trust & Investment Management
Indiana
$14.8K – – –
SWM
706
Spire Wealth Management
Virginia
$14.7K +$1.83K +15 +13%
FMII
707
Farmers & Merchants Investments Inc
Nebraska
$14.5K -$1.47K -12 -8%
EI
708
EFG International
$14.5K +$16.1K +132 New
AWM
709
Abound Wealth Management
Tennessee
$14.2K -$122 -1 -0.8%
VR
710
Vision Retirement
New Jersey
$14.1K – – –
GAM
711
Generali Asset Management
Italy
$13.5K -$244 -2 -2%
JWA
712
JFS Wealth Advisors
Pennsylvania
$13.5K +$1.34K +11 +10%
EB
713
Eastern Bank
Massachusetts
$13.4K -$15K -123 -50%
HBW
714
Hazlett, Burt & Watson
West Virginia
$13K – – –
WA
715
Westfuller Advisors
New York
$12.7K -$244 -2 -2%
BLC
716
Brown, Lisle/Cummings
Rhode Island
$12.5K +$1.22K +10 +10%
BGAI
717
Bruce G. Allen Investments
Colorado
$12.2K – – –
GSWM
718
Golden State Wealth Management
California
$12K +$6.6K +54 +96%
CIAM
719
Caitong International Asset Management
Hong Kong
$11.9K +$13.3K +109 New
PWMG
720
Prestige Wealth Management Group
New Jersey
$11.8K – – –
TCOT
721
Trust Company of Toledo
Ohio
$11.5K +$611 +5 +5%
S
722
Sachetta
Massachusetts
$11.4K +$2.57K +21 +25%
BOJHT
723
Bank of Jackson Hole Trust
Wyoming
$11.4K +$12.7K +104 New
TFA
724
Transamerica Financial Advisors
Florida
$11.3K +$5.5K +45 +78%
DWP
725
Destiny Wealth Partners
Florida
$11.2K +$12.5K +102 New
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