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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
751
HB Wealth Management
Georgia
– -$312K -2,920 Closed
AFG
752
Atomi Financial Group
New York
– -$309K -2,893 Closed
SWA
753
Stratos Wealth Advisors
Ohio
– -$293K -2,740 Closed
DIA
754
Dana Investment Advisors
Wisconsin
– -$291K -2,728 Closed
Pzena Investment Management
755
Pzena Investment Management
New York
– -$291K -2,727 Closed
BWM
756
Baron Wealth Management
Michigan
– -$283K -2,654 Closed
PP
757
Paloma Partners
Connecticut
– -$281K -2,636 Closed
SW
758
SVB Wealth
Massachusetts
– -$267K -2,498 Closed
FSA
759
Financial Security Advisor
Virginia
– -$265K -2,480 Closed
MFS
760
Mirabella Financial Services
United Kingdom
– -$262K -2,452 Closed
WA
761
Waverly Advisors
Alabama
– -$260K -2,439 Closed
CL
762
Choreo LLC
Illinois
– -$256K -2,389 Closed
NP
763
NorthRock Partners
Minnesota
– -$251K -2,352 Closed
BFG
764
Bleakley Financial Group
New Jersey
– -$243K -2,275 Closed
SW
765
Simplicity Wealth
New Jersey
– -$243K -2,275 Closed
JIC
766
Johnson Investment Counsel
Ohio
– -$243K -2,274 Closed
1SB
767
1ST Source Bank
Indiana
– -$243K -2,272 Closed
SFI
768
Siemens Fonds Invest
Germany
– -$241K -2,256 Closed
LSAG
769
Lake Street Advisors Group
New Hampshire
– -$239K -2,239 Closed
AFAS
770
Acorn Financial Advisory Services
Virginia
– -$238K -2,232 Closed
NAS
771
Nicolet Advisory Services
Wisconsin
– -$227K -2,213 Closed
CCM
772
Coldstream Capital Management
Washington
– -$230K -2,157 Closed
CI
773
Cigna Investments
Connecticut
– -$230K -2,156 Closed
WW
774
Westshore Wealth
California
– -$230K -2,151 Closed
EFM
775
E Fund Management
China
– -$229K -2,147 Closed