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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
551
VisionPoint Advisory Group
Texas
$306K +$307K +2,062 New
MNBTD
552
Moody National Bank Trust Division
Texas
$306K – – –
GHA
553
GW Henssler & Associates
Georgia
$303K +$744 +5 +0.2%
WW
554
Westshore Wealth
California
$303K – – –
PAG
555
Private Advisor Group
New Jersey
$303K +$207K +1,390 +19%
KPWS
556
Kestra Private Wealth Services
Texas
$300K -$45.2K -304 -13%
KP
557
Keel Point
Alabama
$299K +$18.3K +123 +6%
SCM
558
Stonebridge Capital Management
California
$297K – – –
EIP
559
Epoch Investment Partners
New York
$294K -$52.5K -353 -15%
MWM
560
Modera Wealth Management
New Jersey
$292K -$184K -1,238 -37%
AOWM
561
Alpha Omega Wealth Management
Virginia
$292K – – –
WANY
562
Wealthspire Advisors (New York)
New York
$290K +$60K +403 +24%
CCM
563
Coldstream Capital Management
Washington
$289K +$304K +2,043 New
EWM
564
Empirical Wealth Management
Washington
$288K -$34.5K -232 -10%
KTA
565
Keeley-Teton Advisors
Illinois
$288K – – –
IFWM
566
Institute for Wealth Management
Colorado
$287K -$4.91K -33 -2%
1W
567
1776 Wealth
Georgia
$286K – – –
BFA
568
Bragg Financial Advisors
North Carolina
$286K – – –
WMA
569
Wealth Management Associates
New Jersey
$283K – – –
ZCA
570
Zeke Capital Advisors
Pennsylvania
$282K +$53.3K +358 +22%
BFEC
571
Benjamin F. Edwards & Company
Missouri
$281K -$9.67K -65 -3%
GT
572
Greenleaf Trust
Michigan
$279K +$26K +175 +10%
LWM
573
Laidlaw Wealth Management
New York
$279K -$1.49K -10 -0.5%
EI
574
Ethic Inc
New York
$278K -$548K -3,682 -65%
CW
575
CIC Wealth
Maryland
$277K +$292K +1,960 New
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