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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
726
CBIZ Investment Advisory Services
Ohio
$2.67K +$2.33K +27 New
DPW
727
DiNuzzo Private Wealth
Pennsylvania
$2.58K +$1.9K +22 +550%
MAS
728
MPWM Advisory Solutions
Georgia
$2.48K +$1.73K +20 +400%
BFPW
729
BOK Financial Private Wealth
Colorado
$2.18K – – –
TCA
730
Trifecta Capital Advisors
Illinois
$2.18K +$1.9K +22 New
FMTCOCP
731
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
AEPWM
732
Atlantic Edge Private Wealth Management
Florida
$1.98K – – –
FWM
733
FSA Wealth Management
Massachusetts
$1.68K – – –
PWA
734
Principia Wealth Advisory
Texas
$1.49K +$259 +3 +25%
Kayne Anderson Rudnick Investment Management
735
Kayne Anderson Rudnick Investment Management
California
$1.39K +$1.21K +14 New
PS
736
PayPay Securities
Japan
$1.29K -$777 -9 -41%
GC
737
GFG Capital
Florida
$1.29K +$1.12K +13 New
VWA
738
Valued Wealth Advisors
Utah
$1.19K – – –
RWM
739
Rialto Wealth Management
New York
$1.19K +$1.04K +12 New
CAL
740
Capital Analysts LLC
Pennsylvania
$1K +$1.04K +12 New
WWM
741
Wolff Wiese Magana
California
$991 – – –
NSIM
742
North Star Investment Management
Illinois
$990 – – –
TIM
743
Tortoise Investment Management
New York
$990 +$690 +8 +400%
CWP
744
Clark Wealth Partners
Illinois
$990 +$863 +10 New
BHWM
745
Bay Harbor Wealth Management
Maryland
$891 +$777 +9 New
TIM
746
Total Investment Management
Arizona
$891 +$777 +9 New
QWM
747
Quaker Wealth Management
New Jersey
$793 +$690 +8 New
HIA
748
HFM Investment Advisors
New Jersey
$792 +$518 +6 +300%
TFM
749
TFC Financial Management
Massachusetts
$694 +$604 +7 New
WA
750
Whipplewood Advisors
Colorado
$693 -$777 -9 -56%