DLTR icon

Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
651
First Horizon Advisors
Tennessee
$8K – – –
MCM
652
Manchester Capital Management
Vermont
$8K – – –
SFSIG
653
San Francisco Sentry Investment Group
California
$8K – – –
APC
654
Aspire Private Capital
North Carolina
$7K – – –
EFSCE
655
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
AIM
656
Advantage Investment Management
Iowa
$6K -$6.8K -65 -55%
FA
657
Fortis Advisors
Pennsylvania
$6K – – –
GWS
658
Glassman Wealth Services
Virginia
$6K +$418 +4 +8%
CFGS
659
Concourse Financial Group Securities
Alabama
$5K -$29.8K -285 -87%
LF
660
Lee Financial
Texas
$5K – – –
AIC
661
Ameritas Investment Company
Nebraska
$5K +$4.18K +40 New
SWA
662
Sutton Wealth Advisors
Florida
$4.68K – – –
EWA
663
Evolution Wealth Advisors
Florida
$4K – – –
LWANC
664
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
THWM
665
Taylor Hoffman Wealth Management
Virginia
$4K – – –
BL
666
Balentine LLC
Georgia
$4K +$732 +7 +25%
GWAG
667
Garrett Wealth Advisory Group
Texas
$3.65K +$3.35K +32 New
Lazard Asset Management
668
Lazard Asset Management
New York
$3K -$732 -7 -21%
PCG
669
Private Capital Group
Connecticut
$3K -$209 -2 -7%
HI
670
Human Investing
Oregon
$3K – – –
PFSC
671
Peoples Financial Services Corp
Pennsylvania
$3K – – –
SA
672
SRH Advisors
Kansas
$3K – – –
TL
673
TrueWealth LLC
Georgia
$3K – – –
FGAM
674
Financial Gravity Asset Management
Texas
$3K +$105 +1 +5%
WWM
675
Willingdon Wealth Management
North Carolina
$3K +$2.41K +23 New