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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
LA
401
Lifeworks Advisors
Michigan
$747K -$127K -1,039 -13%
Blackstone Inc
402
Blackstone Inc
New York
$741K +$827K +6,769 New
AIA
403
AIMZ Investment Advisors
California
$736K
KIM
404
Kestra Investment Management
Texas
$731K -$368K -3,012 -31%
PS
405
Principal Securities
Iowa
$716K -$73.2K -599 -8%
RBI
406
Raiffeisen Bank International
Austria
$711K
MWM
407
MorganRosel Wealth Management
Colorado
$704K +$786K +6,430 New
EHWM
408
Eads & Heald Wealth Management
Georgia
$702K +$37.4K +306 +5%
KCM
409
Kathmere Capital Management
Pennsylvania
$698K +$400K +3,276 +106%
CA
410
Callahan Advisors
Texas
$697K +$48.9K +400 +7%
CWM
411
Chemistry Wealth Management
New York
$690K -$526K -4,308 -41%
QCM
412
QRG Capital Management
Illinois
$681K +$6.35K +52 +0.8%
HWM
413
HB Wealth Management
Georgia
$681K +$178K +1,453 +31%
SIP
414
Stoneridge Investment Partners
Pennsylvania
$675K +$753K +6,161 New
I
415
InceptionR
California
$669K +$747K +6,113 New
MFG
416
Merit Financial Group
Georgia
$652K +$73.3K +600 +11%
CNBOF
417
City National Bank of Florida
Florida
$652K +$439K +3,595 +153%
NMIMC
418
Northwestern Mutual Investment Management Company
Wisconsin
$648K -$17.5K -143 -2%
PFS
419
Prospera Financial Services
Texas
$647K -$194K -1,584 -21%
SDIC
420
South Dakota Investment Council
South Dakota
$644K
KAS
421
Kestra Advisory Services
Texas
$628K +$158K +1,293 +29%
UCFA
422
United Capital Financial Advisors
Texas
$621K -$48.5K -397 -7%
GBFG
423
Gerald Baker Financial Group
Texas
$617K +$689K +5,637 New
CPIG
424
Chicago Partners Investment Group
Illinois
$617K +$483K +3,957 +189%
AI
425
Atom Investors
Texas
$616K +$687K +5,624 New