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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
AF
526
Advisornet Financial
Minnesota
$74K -$8.24K -120 -11%
BGA
527
Battery Global Advisors
Massachusetts
$71.7K
WCM
528
Winthrop Capital Management
Indiana
$71K +$65.3K +952 New
DMBA
529
Deseret Mutual Benefit Administrators
Utah
$68K +$10.8K +157 +21%
ST
530
Smithfield Trust
Pennsylvania
$63K -$2.47K -36 -4%
PK
531
Pflug Koory
Nebraska
$60.9K
HWA
532
HHM Wealth Advisors
Tennessee
$60.9K +$55.7K +812 New
GM
533
GeoWealth Management
Illinois
$60.8K +$55.7K +811 New
Northwestern Mutual Wealth Management
534
Northwestern Mutual Wealth Management
Wisconsin
$56.5K -$32.7K -477 -39%
RS
535
R Squared
Hong Kong
$54K +$49.4K +720 New
IA
536
IFP Advisors
Florida
$53.3K -$12.6K -184 -21%
SS
537
Sunbelt Securities
Texas
$52.4K +$4.94K +72 +11%
CH
538
Cromwell Holdings
Wyoming
$49.8K +$45.6K +665 New
GWM
539
Geneos Wealth Management
Colorado
$47K -$6.52K -95 -13%
HFS
540
Hopwood Financial Services
Virginia
$45K +$41.2K +600 New
GRP
541
Global Retirement Partners
California
$44.4K -$58.8K -856 -59%
UB
542
UMB Bank
Missouri
$43.8K -$1.92K -28 -5%
MMCM
543
Murphy & Mullick Capital Management
New York
$42.8K +$39.2K +571 New
DIP
544
DT Investment Partners
Pennsylvania
$40.5K -$1.99K -29 -5%
PCM
545
Penserra Capital Management
California
$38K +$34.2K +498 +3,320%
GFPC
546
Global Financial Private Client
Florida
$37.8K +$343 +5 +1%
CT
547
Colonial Trust
South Carolina
$37.8K -$8.58K -125 -20%
GEA
548
Glen Eagle Advisors
New Jersey
$36.3K -$21.5K -313 -39%
EB
549
Eastern Bank
Massachusetts
$36.3K
CFGS
550
Concourse Financial Group Securities
Alabama
$36.2K +$5.42K +79 +19%