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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
601
Wealthcare Advisory Partners
Pennsylvania
$215K -$10K -69 -4%
OPTFSNA
602
Old Point Trust & Financial Services N A
Virginia
$215K
CI
603
Conning Inc
Connecticut
$213K -$2.76K -19 -1%
FG
604
Fiduciary Group
Georgia
$213K
CIC
605
Cornercap Investment Counsel
Georgia
$210K -$68.6K -473 -24%
LOAMS
606
Lombard Odier Asset Management (Switzerland)
Switzerland
$210K +$212K +1,462 New
AAS
607
Avantax Advisory Services
Texas
$208K -$2.76K -19 -1%
FIM
608
Freedom Investment Management
Connecticut
$208K -$34.8K -240 -14%
WANY
609
Wealthspire Advisors (New York)
New York
$204K -$91.3K -629 -31%
IPAM
610
ICICI Prudential Asset Management
India
$203K +$44.4K +306 +28%
DWA
611
Douglass Winthrop Advisors
New York
$201K +$203K +1,400 New
JFGIW
612
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$201K +$203K +1,399 New
EI
613
Ellevest Inc
New York
$192K +$194K +1,336 New
MIP
614
Mondrian Investment Partners
United Kingdom
$191K
PA
615
Parallel Advisors
California
$190K -$2.9K -20 -1%
DFCM
616
Dark Forest Capital Management
Puerto Rico
$186K +$188K +1,298 New
KFP
617
KB Financial Partners
New Jersey
$186K -$22.9K -158 -11%
BAM
618
Belpointe Asset Management
Nevada
$181K +$725 +5 +0.4%
ST
619
Smithfield Trust
Pennsylvania
$177K -$43.5K -300 -20%
PTC
620
Private Trust Company
Ohio
$176K -$2.18K -15 -1%
Capstone Investment Advisors
621
Capstone Investment Advisors
New York
$176K +$178K +1,224 New
PAG
622
Paladin Advisory Group
Iowa
$173K +$175K +1,203 New
Bessemer Group
623
Bessemer Group
New Jersey
$162K -$11K -76 -6%
IAIM
624
International Assets Investment Management
Florida
$159K +$48.5K +334 +2%
CF
625
Centaurus Financial
California
$158K +$20.2K +139 +14%