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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
601
Global Financial Private Client
Florida
$71K – – –
SR
602
Syntax Research
Florida
$71K – – –
DIP
603
DT Investment Partners
Pennsylvania
$70.9K – – –
BC
604
Broadwater Capital
Massachusetts
$70.5K +$58.7K +496 New
VCM
605
Versant Capital Management
Arizona
$66.3K +$237 +2 +0.4%
CFGS
606
Concourse Financial Group Securities
Alabama
$64.1K +$947 +8 +2%
WAG
607
Wiser Advisor Group
Arizona
$62.8K +$52.3K +442 New
HI
608
Harbour Investments
Wisconsin
$59.1K +$10.3K +87 +26%
TPCW
609
TD Private Client Wealth
New York
$58.7K +$5.33K +45 +12%
FFA
610
Farther Finance Advisors
California
$58.2K +$15K +127 +45%
VC
611
Vestor Capital
Illinois
$58K – – –
CYG
612
Clean Yield Group
Vermont
$56.8K – – –
CFD
613
Creative Financial Designs
Indiana
$56.8K – – –
CFO
614
CVA Family Office
Colorado
$56.1K +$46.8K +395 New
EWA
615
EverSource Wealth Advisors
Alabama
$53.4K +$4.62K +39 +12%
MFG
616
Mendota Financial Group
Wisconsin
$51.6K +$43K +363 New
TC
617
Tacita Capital
Ontario, Canada
$51.1K – – –
UB
618
UMB Bank
Missouri
$50.7K -$6.39K -54 -13%
HWA
619
Heritage Wealth Advisors
Virginia
$49.7K – – –
RFA
620
Resurgent Financial Advisors
Georgia
$47.3K -$237 -2 -0.6%
LCM
621
Logan Capital Management
Pennsylvania
$44.7K – – –
LS
622
Livforsakringsbolaget Skandia
Sweden
$44.3K – – –
CSB
623
City State Bank
Iowa
$43K +$23.7K +200 +200%
GWM
624
Geneos Wealth Management
Colorado
$42.9K -$11.6K -98 -25%
SC
625
Stephens Consulting
Michigan
$42.6K – – –
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