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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
VC
501
Veracity Capital
Georgia
$490K +$10.1K +65 +2%
ICM
502
IMS Capital Management
Oregon
$486K
ZB
503
Zions Bancorporation
Utah
$483K +$30.8K +198 +6%
LWAC
504
Laurel Wealth Advisors (California)
California
$476K -$3.73K -24 -0.7%
TMAM
505
Tokio Marine Asset Management
Japan
$475K +$33K +212 +6%
RP
506
Riverwater Partners
Wisconsin
$471K
PCM
507
Parsons Capital Management
Rhode Island
$471K +$1.25K +8 +0.2%
SW
508
SVB Wealth
Massachusetts
$470K +$123K +793 +30%
PWW
509
Pettyjohn Wood & White
Virginia
$469K
KLC
510
Knowledge Leaders Capital
Colorado
$466K -$29.9K -192 -5%
Baird Financial Group
511
Baird Financial Group
Wisconsin
$460K -$501K -3,220 -49%
MCM
512
MAI Capital Management
Ohio
$452K +$253K +1,626 +96%
IA
513
IFP Advisors
Florida
$451K +$987K +6,340 +185%
MWM
514
Modera Wealth Management
New Jersey
$449K
GAM
515
Gotham Asset Management
New York
$439K +$502K +3,228 New
OSAM
516
O'Shaughnessy Asset Management
Connecticut
$437K +$159K +1,024 +47%
MGP
517
Metis Global Partners
California
$436K +$15.1K +97 +3%
AFAS
518
Acorn Financial Advisory Services
Virginia
$434K -$34.7K -223 -7%
OC
519
Oppenheimer & Co
New York
$432K -$163K -1,050 -25%
GSIS
520
Global Strategic Investment Solutions
Arizona
$429K +$286K +1,839 +140%
PAMG
521
Patton Albertson Miller Group
Tennessee
$418K +$114K +730 +31%
WA
522
Wealth Alliance
New York
$404K -$83.3K -535 -15%
Axa
523
Axa
France
$384K -$39.2K -252 -8%
FIM
524
Fernwood Investment Management
Massachusetts
$381K
KCM
525
KRS Capital Management
Michigan
$380K +$5.45K +35 +1%