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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
551
Mark Sheptoff Financial Planning
Connecticut
$37K
VCM
552
Versant Capital Management
Arizona
$35K -$7.07K -83 -15%
CA
553
Crewe Advisors
Utah
$35K
ZB
554
Zions Bancorporation
Utah
$31K -$34.6K -406 -49%
CHA
555
Carmichael Hill & Associates
Maryland
$29K
Bessemer Group
556
Bessemer Group
New Jersey
$27K +$24K +282 +336%
APA
557
American Portfolios Advisors
New York
$26.4K +$2.04K +24 +7%
AIM
558
AIA Investment Management
Singapore
$26K
RTC
559
Riverview Trust Company
Washington
$26K
EP
560
Eudaimonia Partners
Tennessee
$26K +$30.1K +353 New
BCA
561
Berman Capital Advisors
Georgia
$24K +$1.79K +21 +6%
HWA
562
Heritage Wealth Advisors
Virginia
$23.4K -$1.11K -13 -4%
PMFA
563
Plante Moran Financial Advisors
Michigan
$23K -$27.4K -322 -51%
GAM
564
Gemmer Asset Management
California
$22K
AIC
565
Ameritas Investment Company
Nebraska
$21K +$24.3K +285 New
LB
566
Legacy Bridge
Iowa
$21K +$24.3K +285 New
AssetMark Inc
567
AssetMark Inc
California
$20K +$22.6K +266 +26,600%
EW
568
Evoke Wealth
California
$18.7K -$106K -1,249 -83%
KPW
569
Kore Private Wealth
New York
$18K +$18.7K +220 +957%
SNT
570
Security National Trust
West Virginia
$18K +$21.3K +250 New
KFI
571
Key Financial Inc
Pennsylvania
$17K +$18.6K +219 New
CIAS
572
CBIZ Investment Advisory Services
Ohio
$16K
PCG
573
Private Capital Group
Connecticut
$16K +$426 +5 +2%
WT
574
Whittier Trust
California
$16K +$4.09K +48 +28%
TFS
575
TrustCore Financial Services
Tennessee
$15K