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Ollie's Bargain Outlet

Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
Inspire Advisors
Idaho
$766K +$6.24K +47 +0.8%
SPA
252
Sherbrooke Park Advisers
New York
$762K +$788K +5,933 New
EP
253
Edgestream Partners
New Jersey
$744K +$770K +5,797 New
BCI
254
Brinker Capital Investments
Pennsylvania
$742K -$375K -2,826 -33%
HEIP
255
Hudson Edge Investment Partners
New Jersey
$721K -$72.6K -547 -9%
Creative Planning
256
Creative Planning
Kansas
$720K +$280K +2,112 +60%
DIA
257
Dana Investment Advisors
Wisconsin
$708K +$20K +151 +3%
YDMI
258
Y.D. More Investments
Israel
$706K +$199K +1,500 +38%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$705K +$258K +1,947 +55%
Corient Private Wealth
260
Corient Private Wealth
Florida
$696K +$4.65K +35 +0.6%
NAS
261
Nicolet Advisory Services
Wisconsin
$696K +$49.1K +370 +7%
SSWM
262
Sheets Smith Wealth Management
North Carolina
$687K -$61.2K -461 -8%
IIM
263
INTECH Investment Management
Florida
$671K -$1.03M -7,791 -60%
PAS
264
Park Avenue Securities
New York
$594K -$13.1K -99 -2%
Lazard Asset Management
265
Lazard Asset Management
New York
$593K +$280K +2,109 +84%
DAS
266
Diversify Advisory Services
Utah
$591K +$46.2K +348 +8%
IFU
267
iSAM Funds (UK)
United Kingdom
$588K +$608K +4,579 New
SAM
268
Securian Asset Management
Minnesota
$584K -$11.4K -86 -2%
OF
269
Optimize Financial
California
$575K +$594K +4,475 New
Commonwealth Equity Services
270
Commonwealth Equity Services
Massachusetts
$573K +$84.7K +638 +17%
CFO
271
Callan Family Office
Pennsylvania
$565K -$454K -3,420 -44%
HI
272
Horizon Investments
North Carolina
$559K +$578K +4,356 New
Assenagon Asset Management
273
Assenagon Asset Management
Luxembourg
$549K +$25.4K +191 +5%
QCM
274
QRG Capital Management
Illinois
$548K +$288K +2,172 +104%
LA
275
LVW Advisors
New York
$544K -$74.2K -559 -12%