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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
BP
501
Ballentine Partners
Massachusetts
$435K -$41.4K -398 -10%
CP
502
CenterBook Partners
Connecticut
$433K -$2.26M -21,710 -86%
MGI
503
Miller Global Investments
Texas
$428K
CT
504
Chicago Trust
Illinois
$422K -$424K -4,074 -54%
VFA
505
Valeo Financial Advisors
Indiana
$420K +$12.3K +118 +4%
DC
506
Davenport & Co
Virginia
$415K -$20.1K -193 -5%
OIA
507
OneDigital Investment Advisors
Kansas
$415K -$208 -2 -0.1%
CIA
508
Concurrent Investment Advisors
Florida
$403K -$16.9K -163 -5%
BA
509
Bridgewater Advisors
New York
$402K -$19.3K -186 -5%
William Blair & Company
510
William Blair & Company
Illinois
$398K +$79.9K +769 +30%
CCM
511
Coldstream Capital Management
Washington
$394K -$85.2K -820 -20%
CAMG
512
CWA Asset Management Group
Florida
$393K -$221K -2,128 -40%
CL
513
Choreo LLC
Illinois
$391K +$82.6K +795 +33%
CAM
514
Cresset Asset Management
Illinois
$390K -$115K -1,111 -26%
LA
515
LVW Advisors
New York
$387K -$8.42K -81 -2%
CT
516
Clearstead Trust
Maine
$381K
MML Investors Services
517
MML Investors Services
Massachusetts
$379K +$9.67K +93 +3%
PTP
518
Platform Technology Partners
New York
$378K +$91K +875 +39%
GC
519
Guggenheim Capital
Illinois
$376K +$12.4K +119 +4%
LOAMS
520
Lombard Odier Asset Management (Switzerland)
Switzerland
$374K -$20.8K -200 -6%
PWA
521
Pitcairn Wealth Advisors
Pennsylvania
$368K +$113K +1,085 +55%
CFM
522
Catalyst Funds Management
Australia
$357K -$7.59K -73 -2%
MT
523
Midwest Trust
Kansas
$356K +$306K +2,947 New
XWL
524
XXI Wealth LLC
Illinois
$354K +$72.7K +699 +31%
CFO
525
Callan Family Office
Pennsylvania
$353K +$19.9K +191 +7%