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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
776
Bay Harbor Wealth Management
Maryland
$2.95K +$1.07K +10 +71%
DJSG
777
D.J. St. Germain
Massachusetts
$2.95K +$2.57K +24 New
BFPW
778
BOK Financial Private Wealth
Colorado
$2.71K – – –
BGA
779
Battery Global Advisors
Massachusetts
$2.52K -$101K -938 -98%
AEPWM
780
Atlantic Edge Private Wealth Management
Florida
$2.46K – – –
MAM
781
Marquette Asset Management
Minnesota
$2.46K – – –
RWM
782
Rialto Wealth Management
New York
$2.21K +$214 +2 +13%
VWA
783
Valued Wealth Advisors
Utah
$2.21K +$321 +3 +20%
OP
784
ORG Partners
Indiana
$2.21K -$214 -2 -10%
RS
785
Rakuten Securities
Japan
$2.09K -$750 -7 -29%
RF
786
Rossby Financial
Florida
$2.09K +$1.82K +17 New
FMTCOCP
787
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
PCM
788
Penserra Capital Management
California
$2K +$1.29K +12 +200%
AW
789
Ankerstar Wealth
Texas
$1.97K +$1.71K +16 New
PWM
790
Proathlete Wealth Management
Florida
$1.84K +$1.61K +15 New
ANBT
791
American National Bank & Trust
Texas
$1.72K -$46.7K -436 -97%
Kayne Anderson Rudnick Investment Management
792
Kayne Anderson Rudnick Investment Management
California
$1.72K – – –
TCM
793
Triumph Capital Management
Colorado
$1.72K +$1.5K +14 New
PWA
794
Principia Wealth Advisory
Texas
$1.6K -$321 -3 -19%
TPBG
795
Turning Point Benefit Group
Maryland
$1.6K +$1.07K +10 +333%
CFG
796
Clayton Financial Group
Missouri
$1.48K +$1.29K +12 New
FGA
797
Fortis Group Advisors
New Jersey
$1.48K – – –
OC
798
Optima Capital
Oregon
$1.35K +$1.18K +11 New
RWM
799
RMG Wealth Management
Wisconsin
$1.29K +$1.07K +10 New
HIA
800
HFM Investment Advisors
New Jersey
$1.23K – – –