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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
751
Plante Moran Financial Advisors
Michigan
$15K -$4.67K -33 -26%
BWL
752
Bogart Wealth LLC
Virginia
$15K – – –
RBC
753
Roble Belko & Company
Pennsylvania
$15K – – –
TFS
754
TrustCore Financial Services
Tennessee
$15K – – –
MPWT
755
MassMutual Private Wealth & Trust
Connecticut
$15K +$7.78K +55 +138%
MCM
756
MV Capital Management
Maryland
$14K +$1.13K +8 +10%
HBW
757
Hazlett, Burt & Watson
West Virginia
$14K +$12.7K +90 New
TAM
758
Tucker Asset Management
Colorado
$13.5K +$11.9K +84 New
HIIFS
759
Harel Insurance Investments & Financial Services
Israel
$13K +$11K +78 +1,300%
AAM
760
Advisors Asset Management
Colorado
$12.2K +$10.8K +76 New
Loomis, Sayles & Company
761
Loomis, Sayles & Company
Massachusetts
$12K -$3.82K -27 -26%
EIP
762
Ellis Investment Partners
Pennsylvania
$12K – – –
TH
763
TCTC Holdings
Texas
$12K – – –
GI
764
Gradient Investments
Minnesota
$10K -$10.5M -74,336 -100%
T
765
TCWP
Ohio
$10K +$9.34K +66 New
APC
766
Aspire Private Capital
North Carolina
$9K – – –
FBT
767
First Bank & Trust
South Dakota
$9K – – –
FMP
768
Financial Management Professionals
Texas
$9K +$4.53K +32 +119%
BBHC
769
Brown Brothers Harriman & Co
New York
$9K +$7.21K +51 +1,700%
SWA
770
Sutton Wealth Advisors
Florida
$8.49K +$566 +4 +8%
IWP
771
IAG Wealth Partners
Wisconsin
$8K – – –
CI
772
Cordant Inc
Oregon
$8K +$6.65K +47 New
ECM
773
Estabrook Capital Management
New York
$7.21K – – –
BCWM
774
Bartlett & Co Wealth Management
Ohio
$7.05K +$6.22K +44 New
TFO
775
Tarbox Family Office
California
$7K -$5.66K -40 -48%