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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
476
EARNEST Partners
Georgia
$349K
BFG
477
Bleakley Financial Group
New Jersey
$347K +$58.4K +493 +25%
SS
478
Simplicity Solutions
Minnesota
$345K +$57K +481 +25%
PSC
479
Portman Square Capital
United Kingdom
$340K -$2.16M -18,239 -88%
KPWS
480
Kestra Private Wealth Services
Texas
$337K -$26K -220 -8%
TWP
481
Tyche Wealth Partners
Texas
$335K +$279K +2,355 New
SFI
482
Siemens Fonds Invest
Germany
$334K -$26.5K -224 -9%
Lido Advisors
483
Lido Advisors
California
$333K +$277K +2,341 New
Balyasny Asset Management
484
Balyasny Asset Management
Illinois
$331K +$276K +2,332 New
GT
485
Greenleaf Trust
Michigan
$327K +$273K +2,303 New
GF
486
Gabelli Funds
New York
$327K +$17.8K +150 +7%
SW
487
SVB Wealth
Massachusetts
$326K +$34.7K +293 +15%
JIC
488
Johnson Investment Counsel
Ohio
$323K +$269K +2,274 New
1SB
489
1ST Source Bank
Indiana
$323K -$14.7K -124 -5%
IA
490
IFP Advisors
Florida
$320K +$48.9K +413 +22%
LSAG
491
Lake Street Advisors Group
New Hampshire
$320K +$266K +2,250 New
CI
492
Cigna Investments
Connecticut
$319K
KCM
493
KRS Capital Management
Michigan
$318K -$2.96K -25 -1%
WMG
494
WESCAP Management Group
California
$318K
GI
495
GAMMA Investing
California
$316K +$286K +2,419 New
QCG
496
Quadrant Capital Group
Ohio
$313K +$46.3K +391 +22%
WW
497
Westshore Wealth
California
$311K
EFM
498
E Fund Management
China
$307K -$29K -245 -10%
AIM
499
Aspen Investment Management
Michigan
$305K -$40.3K -340 -14%
UM
500
UniSuper Management
Australia
$303K +$63.2K +534 +33%