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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
651
Concord Wealth Partners
Virginia
$171K -$2.83K -20 -2%
FIA
652
FNY Investment Advisers
New York
$169K +$10.9K +77 +8%
GWM
653
Geneos Wealth Management
Colorado
$166K
SSG
654
Summit Securities Group
New York
$163K +$144K +1,017 New
BAM
655
Belpointe Asset Management
Nevada
$149K -$4.53K -32 -3%
KFI
656
Key Financial Inc
Pennsylvania
$147K
SWM
657
Spire Wealth Management
Virginia
$145K -$819K -5,787 -86%
GLLW
658
Graves Light Lenhart Wealth
Virginia
$139K -$156K -1,104 -56%
PA
659
Parallel Advisors
California
$138K -$30.6K -216 -20%
CMBA
660
C.M. Bidwell & Associates
Hawaii
$137K +$121K +856 New
Acadian Asset Management
661
Acadian Asset Management
Massachusetts
$126K
MHR
662
Matthew Hamilton Rosenberg
$122K
JIR
663
James Investment Research
Ohio
$117K +$21.2K +150 +26%
NSIM
664
North Star Investment Management
Illinois
$114K
First Manhattan
665
First Manhattan
New York
$112K
IPAM
666
ICICI Prudential Asset Management
India
$104K +$12.9K +91 +16%
HCP
667
Hexagon Capital Partners
Arkansas
$102K +$7.07K +50 +9%
FCB
668
First Command Bank
Texas
$96K
FCFS
669
First Command Financial Services
Texas
$96K
APA
670
American Portfolios Advisors
New York
$93.8K +$2.55K +18 +3%
LWA
671
Lenox Wealth Advisors
New York
$89K -$7.07K -50 -8%
JWA
672
JFS Wealth Advisors
Pennsylvania
$87K +$5.52K +39 +8%
CCA
673
Column Capital Advisors
Indiana
$85K -$141 -1 -0.2%
TPCW
674
TD Private Client Wealth
New York
$83.3K +$1.98K +14 +3%
CWC
675
Carolinas Wealth Consulting
North Carolina
$83K +$64.6K +457 +762%