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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
551
Institute for Wealth Management
Colorado
$290K -$1.02K -7 -0.3%
BFA
552
Bragg Financial Advisors
North Carolina
$290K – – –
WMA
553
Wealth Management Associates
New Jersey
$287K – – –
CUAMC
554
China Universal Asset Management Company
China
$285K -$465K -3,202 -62%
LWM
555
Laidlaw Wealth Management
New York
$284K +$725 +5 +0.3%
CW
556
CIC Wealth
Maryland
$281K – – –
KP
557
Keel Point
Alabama
$279K -$24.2K -167 -8%
HIA
558
Harbor Investment Advisory
Maryland
$277K -$1.16K -8 -0.4%
GFWA
559
Grey Fox Wealth Advisors
Delaware
$275K – – –
BFEC
560
Benjamin F. Edwards & Company
Missouri
$274K -$11.3K -78 -4%
BCM
561
Bridgeway Capital Management
Texas
$273K -$1.25M -8,600 -82%
GEA
562
Glen Eagle Advisors
New Jersey
$271K +$25.4K +175 +10%
ZB
563
Zions Bancorporation
Utah
$267K -$92.1K -635 -25%
ECM
564
Evergreen Capital Management
Washington
$264K +$60.6K +418 +29%
OIA
565
OneDigital Investment Advisors
Kansas
$264K +$267K +1,837 New
CAM
566
Claret Asset Management
Quebec, Canada
$263K -$85.6K -590 -24%
PFGIA
567
Patriot Financial Group Insurance Agency
Massachusetts
$262K -$3.63K -25 -1%
LCWP
568
Legacy Capital Wealth Partners
Arkansas
$262K +$265K +1,824 New
BWM
569
Baron Wealth Management
Michigan
$260K +$39.9K +275 +18%
MAS
570
Meeder Advisory Services
Ohio
$259K +$44.3K +305 +20%
CCA
571
Checchi Capital Advisers
California
$255K -$7.98K -55 -3%
RSWM
572
Robertson Stephens Wealth Management
California
$255K -$81.2K -560 -24%
WGAM
573
Wilkinson Global Asset Management
New York
$255K – – –
BRWA
574
B. Riley Wealth Advisors
Florida
$254K -$15.4K -106 -6%
FA
575
FDx Advisors
Illinois
$252K – – –
21 22
23
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