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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
476
Petrus Trust Company
Texas
$359K +$313K +3,626 New
ALAM
477
Asahi Life Asset Management
Japan
$357K +$311K +3,605 New
HNB
478
Huntington National Bank
Ohio
$351K +$2.94K +34 +1%
FFM
479
Forum Financial Management
Illinois
$346K +$301K +3,489 New
FWP
480
Fiduciary Wealth Partners
Massachusetts
$343K +$293K +3,395 +4,651%
AAS
481
Avantax Advisory Services
Texas
$340K +$296K +3,435 New
IAA
482
Independent Advisor Alliance
North Carolina
$335K -$7.94K -92 -3%
CIAS
483
Capital Investment Advisory Services
North Carolina
$332K +$289K +3,350 New
OL
484
Optas LLC
Texas
$330K +$288K +3,336 New
HWM
485
HB Wealth Management
Georgia
$329K +$286K +3,319 New
IF
486
IRON Financial
Illinois
$328K +$2.85K +33 +1%
CAM
487
Cresset Asset Management
Illinois
$328K -$138K -1,595 -33%
SC
488
Savant Capital
Illinois
$326K +$284K +3,292 New
CCA
489
Checchi Capital Advisers
California
$325K -$1.38K -16 -0.5%
CPIG
490
Chicago Partners Investment Group
Illinois
$319K +$240K +2,780 New
VFA
491
Valeo Financial Advisors
Indiana
$319K +$278K +3,219 New
MML Investors Services
492
MML Investors Services
Massachusetts
$317K -$144K -1,665 -34%
EC
493
EntryPoint Capital
New York
$311K -$398K -4,614 -59%
FGA
494
Fortis Group Advisors
New Jersey
$308K +$233K +2,703 +22,525%
EP
495
Essential Partners
California
$302K +$264K +3,054 New
CP
496
Castleview Partners
Texas
$302K +$263K +3,046 New
BAM
497
BOCHK Asset Management
Hong Kong
$297K +$259K +3,000 New
BPCE
498
Bank Pictet & Cie (Europe)
Germany
$297K +$259K +2,995 New
BF
499
BOK Financial
Oklahoma
$296K -$15.8K -183 -6%
EWA
500
EP Wealth Advisors
California
$294K +$257K +2,973 New