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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
726
Atlantic Edge Private Wealth Management
Florida
$1.89K – – –
MAM
727
Marquette Asset Management
Minnesota
$1.89K +$2.14K +20 New
OP
728
ORG Partners
Indiana
$1.89K +$1.5K +14 +233%
HHGA
729
Halbert Hargrove Global Advisors
California
$1.79K +$2.03K +19 New
MSG
730
Main Street Group
Virginia
$1.7K -$8.56K -80 -82%
FWM
731
FSA Wealth Management
Massachusetts
$1.6K – – –
PWA
732
Principia Wealth Advisory
Texas
$1.51K +$107 +1 +7%
RWM
733
Rialto Wealth Management
New York
$1.51K +$428 +4 +33%
VWA
734
Valued Wealth Advisors
Utah
$1.42K +$321 +3 +25%
CAM
735
Creekmur Asset Management
Illinois
$1.42K +$1.6K +15 New
EWP
736
Elevation Wealth Partners
California
$1.42K +$1.6K +15 New
HWA
737
Heartwood Wealth Advisors
Virginia
$1.42K +$1.6K +15 New
Kayne Anderson Rudnick Investment Management
738
Kayne Anderson Rudnick Investment Management
California
$1.32K – – –
BHWM
739
Bay Harbor Wealth Management
Maryland
$1.32K +$535 +5 +56%
CWP
740
Clark Wealth Partners
Illinois
$1.23K – – –
FGA
741
Fortis Group Advisors
New Jersey
$1.13K -$289K -2,703 -100%
TIM
742
Tortoise Investment Management
New York
$1.13K +$214 +2 +20%
SFCL
743
Strengthening Families & Communities LLC
Massachusetts
$1.13K +$1.28K +12 New
PS
744
PayPay Securities
Japan
$1.04K -$214 -2 -15%
AF
745
Advisornet Financial
Minnesota
$944 -$105K -980 -99%
NSIM
746
North Star Investment Management
Illinois
$944 – – –
WWM
747
Wolff Wiese Magana
California
$944 – – –
HIA
748
HFM Investment Advisors
New Jersey
$944 +$214 +2 +25%
TCB
749
Texas Capital Bancshares
Texas
$944 +$1.07K +10 New
WA
750
WestEnd Advisors
North Carolina
$849 +$214 +2 +29%