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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
GI
451
GAMCO Investors
Connecticut
$420K -$53.5K -452 -13%
FIM
452
Fernwood Investment Management
Massachusetts
$418K
EIP
453
Easterly Investment Partners
Massachusetts
$418K +$348K +2,940 New
STA
454
Summit Trail Advisors
New York
$418K +$44.4K +375 +15%
SPIA
455
Steward Partners Investment Advisory
New York
$412K +$2.37K +20 +0.7%
NAS
456
Nicolet Advisory Services
Wisconsin
$409K -$15.2K -128 -4%
ONB
457
Old National Bancorp
Indiana
$408K +$63.9K +540 +23%
EI
458
Ellevest Inc
New York
$406K +$338K +2,857 New
Luther King Capital Management (LKCM)
459
Luther King Capital Management (LKCM)
Texas
$404K -$65K -549 -16%
BL
460
Balentine LLC
Georgia
$402K +$335K +2,827 New
HWM
461
HB Wealth Management
Georgia
$399K +$333K +2,812 New
CCM
462
Coldstream Capital Management
Washington
$397K +$331K +2,795 New
CA
463
CoreCap Advisors
Michigan
$394K -$53.5K -452 -14%
DIA
464
Dana Investment Advisors
Wisconsin
$388K
SS
465
Sunbelt Securities
Texas
$386K -$2.25K -19 -0.7%
CII
466
Capital International Inc
California
$386K +$321K +2,714 New
PWM
467
Perigon Wealth Management
California
$382K -$141K -1,189 -31%
HFM
468
Harvest Fund Management
China
$378K +$119K +1,005 +58%
WC
469
Wexford Capital
Florida
$375K +$312K +2,638 New
GWA
470
Gratus Wealth Advisors
Virginia
$373K +$311K +2,624 New
RIL
471
Rothschild Investment LLC
Illinois
$370K -$552K -4,664 -64%
BWM
472
Baron Wealth Management
Michigan
$357K +$298K +2,516 New
VA
473
Vident Advisory
Georgia
$354K -$61K -515 -17%
FSA
474
Financial Security Advisor
Virginia
$352K -$63.2K -534 -18%
AFAS
475
Acorn Financial Advisory Services
Virginia
$352K -$355 -3 -0.1%