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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
PG
601
Patten Group
Tennessee
$56K – – –
WCAMG
602
Woodard & Company Asset Management Group
North Carolina
$54K +$48.9K +500 New
DBT
603
Dubuque Bank & Trust
Iowa
$53K – – –
NCM
604
Nelson Capital Management
California
$43K – – –
STA
605
Summit Trail Advisors
New York
$42K +$36K +368 New
TCOV
606
Trust Company of Vermont
Vermont
$40K – – –
RFS
607
Rockefeller Financial Services
New York
$39K – – –
GAM
608
Gemmer Asset Management
California
$38K +$684 +7 +2%
AIM
609
Advantage Investment Management
Iowa
$36K – – –
CCM
610
Covington Capital Management
California
$34K +$19.6K +201 +176%
GTAM
611
Global Trust Asset Management
Florida
$34K +$30.8K +315 New
PFO
612
Pathstone Family Office
New Jersey
$34K +$31.3K +320 New
GRP
613
Global Retirement Partners
California
$33K -$9.19K -94 -23%
PMFA
614
Plante Moran Financial Advisors
Michigan
$33K – – –
IDBONY
615
Israel Discount Bank of New York
New York
$32K – – –
TWA
616
TCI Wealth Advisors
Arizona
$32K – – –
M
617
MOTCO
Texas
$31K – – –
CBOA
618
Commonwealth Bank of Australia
Australia
$30K +$9.58K +98 +49%
GFP
619
Gryphon Financial Partners
Ohio
$30K +$27.3K +279 New
CA
620
Crewe Advisors
Utah
$29K +$26.8K +274 New
RFA
621
Reilly Financial Advisors
California
$27K – – –
PW
622
Price Wealth
Texas
$27K +$25K +256 New
TL
623
TrueWealth LLC
Georgia
$26K +$23.8K +244 New
KA
624
Kaizen Advisory
Illinois
$25K +$22.4K +229 New
WCM
625
Whitener Capital Management
North Carolina
$23K +$21.5K +220 New