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Ollie's Bargain Outlet

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
451
Pinnacle Wealth Planning Services
Ohio
$1.1K +$1.21K +10 New
CAL
452
Capital Advisors Ltd
Ohio
$1K – – –
VNA
453
Valley National Advisers
Pennsylvania
$1K – – –
CI
454
CX Institutional
Indiana
$1K +$1.45K +12 New
RWM
455
Raffa Wealth Management
District of Columbia
$986 +$603 +5 +125%
CH
456
Cromwell Holdings
Wyoming
$877 – – –
GEA
457
Glen Eagle Advisors
New Jersey
$877 – – –
CFO
458
CVA Family Office
Colorado
$658 – – –
BHWM
459
Bay Harbor Wealth Management
Maryland
$657 +$121 +1 +20%
RWS
460
Retirement Wealth Solutions
Wisconsin
$549 -$723 -6 -55%
RF
461
Rossby Financial
Florida
$548 +$603 +5 New
SEP
462
Signature Equity Partners
Ohio
$548 +$603 +5 New
ACA
463
American Capital Advisory
Idaho
$439 – – –
AWM
464
Activest Wealth Management
Florida
$438 -$362 -3 -43%
TPBG
465
Turning Point Benefit Group
Maryland
$438 – – –
AUB
466
Atlantic Union Bankshares
Virginia
$329 – – –
Toronto Dominion Bank
467
Toronto Dominion Bank
Ontario, Canada
$307 +$362 +3 New
PCFFS
468
Pacific Center for Financial Services
California
$257 – – –
SL
469
Salomon & Ludwin
Virginia
$234 – – –
RWM
470
Rialto Wealth Management
New York
$220 – – –
SS
471
SBI Securities
Japan
$219 -$362 -3 -60%
PWA
472
Principia Wealth Advisory
Texas
$219 – – –
DF
473
Dunhill Financial
United Kingdom
$159 +$121 +1 New
MCM
474
MV Capital Management
Maryland
$110 – – –
DCM
475
Driehaus Capital Management
Illinois
– -$76.8M -597,777 Closed