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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
526
Concurrent Investment Advisors
Florida
$264K +$220K +1,857 New
NP
527
Nilsine Partners
Colorado
$256K +$213K +1,799 New
PI
528
PineBridge Investments
New York
$252K -$929K -7,848 -82%
FFM
529
Forum Financial Management
Illinois
$249K -$59.7K -504 -22%
EWM
530
Evermay Wealth Management
Virginia
$249K -$5.57K -47 -3%
LA
531
LexAurum Advisors
Kansas
$248K +$206K +1,743 New
EP
532
Edgestream Partners
New Jersey
$247K +$206K +1,741 New
GA
533
Geller Advisors
New York
$247K +$206K +1,738 New
WC
534
Waterloo Capital
Texas
$246K +$205K +1,730 New
DAS
535
Dynamic Advisor Solutions
Arizona
$245K -$21K -177 -9%
RWB
536
RMR Wealth Builders
New Jersey
$245K +$204K +1,727 New
LCM
537
Landscape Capital Management
New Jersey
$245K -$10.4M -87,589 -98%
Pzena Investment Management
538
Pzena Investment Management
New York
$240K +$200K +1,692 New
WI
539
Wintrust Investments
Illinois
$239K +$199K +1,680 New
ECM
540
Evergreen Capital Management
Washington
$238K +$198K +1,672 New
VSQM
541
V-Square Quantitative Management
Illinois
$238K
FTIS
542
First Trust Investment Solutions
Florida
$237K +$197K +1,666 New
XT
543
XTX Topco
Cayman Islands
$234K -$772K -6,516 -80%
TPI
544
Trust Point Inc
Wisconsin
$230K +$192K +1,620 New
AAS
545
Avantax Advisory Services
Texas
$229K +$191K +1,615 New
NP
546
NorthRock Partners
Minnesota
$228K +$190K +1,606 New
OC
547
Oarsman Capital
Wisconsin
$223K +$186K +1,572 New
DZ Bank
548
DZ Bank
Germany
$223K
BG
549
Bollard Group
Massachusetts
$218K
FSA
550
Franklin Street Advisors
North Carolina
$218K +$182K +1,533 New