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Dollar Tree

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