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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
576
Cornerstone Advisors (Washington)
Washington
$198K +$3.47K +33 +2%
AAP
577
Arax Advisory Partners
Colorado
$193K +$189K +1,797 New
TCOV
578
Trust Company of Vermont
Vermont
$191K – – –
QCG
579
Quadrant Capital Group
Ohio
$187K -$74.8K -711 -28%
JIR
580
James Investment Research
Ohio
$171K +$167K +1,590 New
YWP
581
YorkBridge Wealth Partners
New York
$170K -$1.58K -15 -0.9%
EDRH
582
Edmond de Rothschild Holding
Switzerland
$169K – – –
BAM
583
Belpointe Asset Management
Nevada
$163K -$10.3K -98 -6%
GWM
584
Geneos Wealth Management
Colorado
$159K -$33.1K -315 -18%
FL
585
Fort LP
Maryland
$140K -$3.58K -34 -3%
ASN
586
Advisory Services Network
Georgia
$133K +$19.6K +186 +18%
FPFS
587
First Personal Financial Services
North Carolina
$132K +$1.37K +13 +1%
WTC
588
WhitTier Trust Company
Nevada
$129K – – –
CFG
589
Citizens Financial Group
Rhode Island
$127K -$45.3K -431 -27%
FPS
590
Fieldpoint Private Securities
Connecticut
$112K -$24.2K -230 -18%
C
591
Cerebellum
California
$111K -$236K -2,248 -68%
PVH
592
Psagot Value Holdings
Israel
$110K – – –
M
593
MOTCO
Texas
$106K +$99.6K +947 +2,310%
FCB
594
First Command Bank
Texas
$100K +$31.6K +300 +47%
FCFS
595
First Command Financial Services
Texas
$100K +$31.6K +300 +47%
MSFP
596
Mark Sheptoff Financial Planning
Connecticut
$97K -$121K -1,150 -56%
NCM
597
Nelson Capital Management
California
$95K +$10.5K +100 +13%
ZB
598
Zions Bancorporation
Utah
$94K – – –
VFA
599
Valeo Financial Advisors
Indiana
$93K +$21.4K +203 +31%
GRP
600
Global Retirement Partners
California
$92K +$55.1K +524 +158%
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