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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
GAMCO Investors
451
GAMCO Investors
Connecticut
$454K +$62.6K +455 +15%
BOK Financial
452
BOK Financial
Oklahoma
$453K +$275 +2 +0.1%
Investment Management Corp of Ontario (IMCO)
453
Investment Management Corp of Ontario (IMCO)
Canada
$442K -$220K -1,600 -33%
Inspire Investing
454
Inspire Investing
Idaho
$441K +$25.5K +185 +6%
GSIS
455
Global Strategic Investment Solutions
Arizona
$438K – – –
Lido Advisors
456
Lido Advisors
California
$437K +$130K +944 +40%
Cetera Advisors
457
Cetera Advisors
Colorado
$431K +$243K +1,762 +120%
HIS
458
Harvest Investment Services
Illinois
$430K +$445K +3,230 New
PCM
459
Parsons Capital Management
Rhode Island
$424K -$10.3K -75 -2%
SEC
460
Seven Eight Capital
New York
$422K +$436K +3,168 New
Modera Wealth Management
461
Modera Wealth Management
New Jersey
$418K +$2.89K +21 +0.7%
Group One Trading
462
Group One Trading
Illinois
$414K +$428K +3,112 New
Atomi Financial Group
463
Atomi Financial Group
New York
$413K +$427K +3,103 New
EI
464
Ellevest Inc
New York
$403K +$23K +167 +6%
HB Wealth Management
465
HB Wealth Management
Georgia
$401K +$27.4K +199 +7%
FIM
466
Fernwood Investment Management
Massachusetts
$391K – – –
MYAM
467
Meiji Yasuda Asset Management
Japan
$389K -$2.63M -19,083 -87%
Horizon Investments
468
Horizon Investments
North Carolina
$383K -$13.9K -101 -3%
RP
469
Riverwater Partners
Wisconsin
$381K -$13.8K -100 -3%
Old National Bancorp
470
Old National Bancorp
Indiana
$376K -$5.92K -43 -1%
CIS
471
Custom Index Systems
New York
$375K +$102K +740 +36%
MCM
472
Mattern Capital Management
Colorado
$373K +$386K +2,803 New
Balentine LLC
473
Balentine LLC
Georgia
$371K -$5.09K -37 -1%
Bleakley Financial Group
474
Bleakley Financial Group
New Jersey
$370K +$46.4K +337 +14%
Simplicity Wealth
475
Simplicity Wealth
New Jersey
$369K +$381K +2,770 New