We are live on ! Find out more
DLTR icon

Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
601
Venturi Wealth Management
Texas
$213K +$183K +1,759 New
PCM
602
Parsons Capital Management
Rhode Island
$212K -$8.73K -84 -5%
TIA
603
TCFG Investment Advisors
California
$212K +$182K +1,752 New
AF
604
Allworth Financial
California
$210K -$51.5K -495 -22%
FB
605
Finward Bancorp
Indiana
$209K +$180K +1,730 New
HIIFS
606
Harel Insurance Investments & Financial Services
Israel
$209K – – –
PPWP
607
Premier Path Wealth Partners
New Jersey
$208K +$179K +1,723 New
BCM
608
Becker Capital Management
Oregon
$207K +$178K +1,715 New
AFAS
609
Acorn Financial Advisory Services
Virginia
$207K +$178K +1,710 New
LFG
610
Larson Financial Group
Missouri
$206K +$118K +1,135 +198%
PWM
611
Perigon Wealth Management
California
$206K +$177K +1,705 New
DOA
612
D'Orazio & Associates
Virginia
$205K +$176K +1,697 New
AIP
613
Ameritas Investment Partners
Nebraska
$192K -$11.2K -108 -6%
CW
614
CrossGen Wealth
North Carolina
$183K -$5.41K -52 -3%
LI
615
LRI Investments
Florida
$182K +$23.4K +225 +18%
MCM
616
MV Capital Management
Maryland
$175K +$43K +414 +40%
ETC
617
Exchange Traded Concepts
Oklahoma
$175K -$72.9K -701 -33%
PWA
618
Provenance Wealth Advisors
Florida
$173K +$624 +6 +0.4%
HI
619
Harbour Investments
Wisconsin
$172K +$1.66K +16 +1%
PTC
620
Private Trust Company
Ohio
$170K -$5.92K -57 -4%
Northwestern Mutual Wealth Management
621
Northwestern Mutual Wealth Management
Wisconsin
$169K -$3.74K -36 -3%
GWM
622
Geneos Wealth Management
Colorado
$165K +$1.66K +16 +1%
EWA
623
EverSource Wealth Advisors
Alabama
$158K -$61.6K -593 -31%
CSPIA
624
Cary Street Partners Investment Advisory
Virginia
$142K +$24.9K +240 +26%
EWM
625
Evermay Wealth Management
Virginia
$134K – – –