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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
626
Global Retirement Partners
California
$35K -$9.33K -95 -22%
CFGS
627
Concourse Financial Group Securities
Alabama
$35K -$4.81K -49 -13%
PMFA
628
Plante Moran Financial Advisors
Michigan
$33K -$7.85K -80 -21%
GAM
629
Gemmer Asset Management
California
$32K -$19K -194 -39%
TWA
630
TCI Wealth Advisors
Arizona
$32K
PFBT
631
Parkside Financial Bank & Trust
Missouri
$32K +$9.52K +97 +47%
BCA
632
Berman Capital Advisors
Georgia
$32K +$10.3K +105 +53%
CIAS
633
Capital Investment Advisory Services
North Carolina
$31K -$4.71K -48 -14%
LFA
634
Legacy Financial Advisors
Kentucky
$29K +$3.44K +35 +15%
EWM
635
Executive Wealth Management
Michigan
$28K -$2.06K -21 -7%
FHA
636
Flagship Harbor Advisors
Massachusetts
$26K -$12.7K -129 -34%
IDBONY
637
Israel Discount Bank of New York
New York
$26K
SCM
638
Shelton Capital Management
Colorado
$22.5K -$2.01M -20,463 -90%
TFS
639
TrustCore Financial Services
Tennessee
$22K +$20.9K +213 New
FNBOSM
640
First National Bank of South Miami
Florida
$20K
MNBTD
641
Moody National Bank Trust Division
Texas
$20K
OIA
642
OneDigital Investment Advisors
Kansas
$19K -$20.3K -207 -54%
PCP
643
Proficio Capital Partners
Massachusetts
$19K +$2.26K +23 +15%
NSIM
644
North Star Investment Management
Illinois
$18K
WT
645
Whittier Trust
California
$18K
AA
646
Advisory Alpha
Michigan
$17.3K +$16.1K +164 New
APA
647
American Portfolios Advisors
New York
$17K
HGWM
648
Harvest Group Wealth Management
Massachusetts
$17K +$15.9K +162 New
AIA
649
Alera Investment Advisors
Illinois
$16K +$2.75K +28 +23%
PGA
650
Premia Global Advisors
Florida
$16K +$15.6K +159 New