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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
626
HHM Wealth Advisors
Tennessee
$65.4K -$28.7K -268 -34%
SG
627
Sankala Group
Colorado
$64.5K +$54.6K +510 New
MHR
628
Matthew Hamilton Rosenberg
$63.5K – – –
CT
629
Colonial Trust
South Carolina
$62.2K – – –
FC
630
Financial Consulate
Maryland
$62K -$643 -6 -1%
SAM
631
Smartleaf Asset Management
Massachusetts
$55.4K +$2.57K +24 +6%
1M
632
1248 Management
Missouri
$55.2K – – –
BFS
633
Beacon Financial Strategies
North Carolina
$54.1K +$47.1K +440 New
AUB
634
Atlantic Union Bankshares
Virginia
$53K – – –
SIM
635
Sentry Investment Management
Wisconsin
$53K – – –
MIM
636
MTM Investment Management
South Carolina
$51.8K – – –
SL
637
Salomon & Ludwin
Virginia
$51.6K -$11K -103 -20%
JWM
638
Jessup Wealth Management
Ohio
$50.3K +$43.8K +409 New
VC
639
Vestor Capital
Illinois
$50K +$541K +5,052 New
CYG
640
Clean Yield Group
Vermont
$49.2K – – –
B
641
Bayban
Minnesota
$49.2K +$42.9K +400 New
RFP
642
Root Financial Partners
California
$48.3K +$9.11K +85 +28%
TC
643
Tacita Capital
Ontario, Canada
$45.9K +$1.39K +13 +4%
KFP
644
Kerr Financial Planning
California
$45.6K +$40.7K +380 New
GCM
645
Gunpowder Capital Management
Maryland
$44.9K +$39.1K +365 New
ADL
646
Asset Dedication LLC
California
$42.1K – – –
GEA
647
Glen Eagle Advisors
New Jersey
$40.6K – – –
TFIPS
648
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.6K – – –
TWD
649
True Wealth Design
Ohio
$40K -$12.5K -117 -26%
TSMHT
650
Thurston Springer Miller Herd & Titak
Indiana
$38.7K +$33.8K +315 New
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