DLTR icon

Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
751
Ares Financial Consulting
California
$4.92K +$4.29K +40 New
CWP
752
Concord Wealth Partners
Virginia
$4.92K +$4.29K +40 New
HHCP
753
Hilton Head Capital Partners
South Carolina
$4.92K +$4.29K +40 New
JSAM
754
J. Safra Asset Management
New York
$4.92K +$4.29K +40 New
LB
755
Legacy Bridge
Iowa
$4.67K +$4.07K +38 New
HNW
756
High Note Wealth
Minnesota
$4.67K – – –
SIS
757
Sound Income Strategies
Florida
$4.57K +$3K +28 +560%
SFS
758
Sunrise Financial Services
Washington
$4.55K +$3.96K +37 New
BIA
759
Bell Investment Advisors
California
$4.31K -$321 -3 -8%
CFM
760
Cornerstone Financial Management
Massachusetts
$4.3K +$3.75K +35 New
WCM
761
Winthrop Capital Management
Indiana
$4K – – –
SIC
762
SJS Investment Consulting
Ohio
$3.94K +$536 +5 +19%
NSIM
763
North Star Investment Management
Illinois
$3.94K +$2.36K +22 +220%
MAM
764
Meeder Asset Management
Ohio
$3.81K -$107 -1 -3%
NRWA
765
North Ridge Wealth Advisors
Oregon
$3.69K – – –
AIC
766
Archer Investment Corporation
Indiana
$3.69K – – –
DPW
767
DiNuzzo Private Wealth
Pennsylvania
$3.57K +$321 +3 +12%
BCM
768
Boreal Capital Management
Florida
$3.57K – – –
FMP
769
Financial Management Professionals
Texas
$3.57K – – –
HI
770
Hoey Investments
Pennsylvania
$3.44K – – –
CIAS
771
CBIZ Investment Advisory Services
Ohio
$3.32K – – –
HIC
772
Hamrick Investment Counsel
Washington
$3.08K +$2.68K +25 New
MAS
773
MPWM Advisory Solutions
Georgia
$3.08K – – –
OAJ
774
Ogorek Anthony Joseph
New York
$3K -$1.61K -15 -33%
CAL
775
Capital Advisors Ltd
Ohio
$3K – – –
29 30
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