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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
626
O'Shaughnessy Asset Management
Connecticut
$3K -$10.8K -127 -78%
GWS
627
Glassman Wealth Services
Virginia
$3K -$1.79K -21 -33%
GG
628
Gleason Group
Kentucky
$3K
LWANC
629
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
LF
630
Lee Financial
Texas
$3K
BWM
631
BerganKDV Wealth Management
Minnesota
$3K +$681 +8 +21%
BL
632
Balentine LLC
Georgia
$2K -$10.3K -121 -79%
BWM
633
Baystate Wealth Management
Massachusetts
$2K
HI
634
Human Investing
Oregon
$2K
PFSC
635
Peoples Financial Services Corp
Pennsylvania
$2K
SA
636
SRH Advisors
Kansas
$2K
LWM
637
Liberty Wealth Management
California
$2K +$596 +7 +47%
SIAS
638
Shine Investment Advisory Services
Colorado
$2K +$1.79K +21 New
MWM
639
MBE Wealth Management
Wisconsin
$2K +$2.55K +30 New
NEIRG
640
New England Investment & Retirement Group
Massachusetts
$2K +$2.9K +34 New
WPA
641
West Paces Advisors
Georgia
$1.76K
RWM
642
Raffa Wealth Management
District of Columbia
$1.47K -$15K -176 -90%
KFS
643
Kelly Financial Services
Massachusetts
$1.32K
SQA
644
Simon Quick Advisors
New Jersey
$1K -$156K -1,828 -99%
TL
645
TrueWealth LLC
Georgia
$1K -$851 -10 -33%
FMTCOCP
646
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K
FPB
647
First PREMIER Bank
South Dakota
$1K
HPC
648
HM Payson & Co
Maine
$1K
LFG
649
Larson Financial Group
Missouri
$1K
WAS
650
Winch Advisory Services
Wisconsin
$1K