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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
AFC
776
Ares Financial Consulting
California
$4.84K – – –
GG
777
Gleason Group
Kentucky
$4.84K – – –
JSAM
778
J. Safra Asset Management
New York
$4.84K – – –
CWP
779
Concord Wealth Partners
Virginia
$4.84K +$4.16K +40 New
VWA
780
Valued Wealth Advisors
Utah
$4.72K +$2.18K +21 +117%
SIM
781
Synergy Investment Management
Florida
$4.6K -$624 -6 -14%
BHWM
782
Bay Harbor Wealth Management
Maryland
$4.6K +$936 +9 +31%
SFS
783
Sunrise Financial Services
Washington
$4.47K – – –
TCM
784
Triumph Capital Management
Colorado
$4.35K +$624 +6 +20%
HNW
785
High Note Wealth
Minnesota
$4.23K -$312 -3 -8%
CCMI
786
Creative Capital Management Investments
California
$4.23K +$3.64K +35 New
WCM
787
Winthrop Capital Management
Indiana
$4K – – –
FMP
788
Financial Management Professionals
Texas
$3.75K +$208 +2 +7%
BFS
789
Bare Financial Services
Pennsylvania
$3.51K – – –
BCM
790
Boreal Capital Management
Florida
$3.51K – – –
HI
791
Hoey Investments
Pennsylvania
$3.39K – – –
ANBT
792
American National Bank & Trust
Texas
$3.38K +$2.18K +21 +300%
MAM
793
Meeder Asset Management
Ohio
$3.27K -$11.4K -110 -80%
DPW
794
DiNuzzo Private Wealth
Pennsylvania
$3.27K -$520 -5 -16%
PB
795
Pinnacle Bancorp
Nebraska
$3.27K -$104 -1 -4%
HIC
796
Hamrick Investment Counsel
Washington
$3.02K -$3.43K -33 -57%
PF
797
PlanVest Financial
Maryland
$3.02K – – –
CAL
798
Capital Advisors Ltd
Ohio
$3K – – –
OAJ
799
Ogorek Anthony Joseph
New York
$3K – – –
DJSG
800
D.J. St. Germain
Massachusetts
$2.9K – – –