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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
EI
551
eCIO Inc
Wisconsin
$73.1K +$69.7K +974 New
BGA
552
Battery Global Advisors
Massachusetts
$71.8K – – –
Smithfield Trust
553
Smithfield Trust
Pennsylvania
$65K – – –
PK
554
Pflug Koory
Nebraska
$61K – – –
OP
555
Oslo Pensjonsforsikring
$60.4K – – –
HWA
556
HHM Wealth Advisors
Tennessee
$60.1K -$858 -12 -1%
CH
557
Cromwell Holdings
Wyoming
$51K +$1K +14 +2%
GM
558
GeoWealth Management
Illinois
$50.6K -$9.8K -137 -17%
Geneos Wealth Management
559
Geneos Wealth Management
Colorado
$49.6K +$2.43K +34 +5%
SIM
560
Sentry Investment Management
Wisconsin
$48K +$47.3K +661 New
UMB Bank
561
UMB Bank
Missouri
$46.5K +$2.58K +36 +6%
HFS
562
Hopwood Financial Services
Virginia
$45K – – –
CX Institutional
563
CX Institutional
Indiana
$43K +$41.1K +575 New
MMCM
564
Murphy & Mullick Capital Management
New York
$42.9K – – –
CT
565
Colonial Trust
South Carolina
$42.9K +$4.79K +67 +13%
DIP
566
DT Investment Partners
Pennsylvania
$40.5K – – –
GFPC
567
Global Financial Private Client
Florida
$38.4K +$501 +7 +1%
SS
568
Sunbelt Securities
Texas
$38.3K -$13.7K -191 -27%
Allworth Financial
569
Allworth Financial
California
$37.7K -$78.7K -1,100 -70%
GEA
570
Glen Eagle Advisors
New Jersey
$36.4K – – –
PFBT
571
Parkside Financial Bank & Trust
Missouri
$35.5K +$3.5K +49 +12%
Eastern Bank
572
Eastern Bank
Massachusetts
$30.9K -$5.22K -73 -15%
A
573
AlphaQuest
New York
$30K -$140K -1,963 -83%
CYG
574
Clean Yield Group
Vermont
$30K – – –
ZBNA
575
Zions Bancorporation, National Association
Utah
$29.7K +$28.2K +395 New