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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
IMS
501
Index Management Solutions
Pennsylvania
$52K -$12.9K -172 -18%
BL
502
Balentine LLC
Georgia
$50K
CIM
503
CenturyLink Investment Management
Colorado
$42K -$1.95K -26 -4%
SAMC
504
Shinko Asset Management Company
Japan
$42K -$976 -13 -2%
RFA
505
Reilly Financial Advisors
California
$40K
BBHC
506
Brown Brothers Harriman & Co
New York
$38K +$11.7K +156 +37%
BAM
507
Bruderman Asset Management
New York
$36K +$2.85K +38 +8%
SFPIA
508
Stevens First Principles Investment Advisors
California
$33K +$37.5K +500 New
VCM
509
Vigilant Capital Management
Maine
$30K -$44.3K -590 -57%
TF
510
Tompkins Financial
New York
$30K
CCS
511
Crosspoint Capital Strategies
California
$28K -$178K -2,373 -85%
PG
512
Patten Group
Tennessee
$26.7K
GAM
513
Gemmer Asset Management
California
$25K +$375 +5 +1%
AC
514
Alexandria Capital
Virginia
$24K +$676 +9 +3%
LNB
515
Ledyard National Bank
$24K +$11.1K +148 +70%
PMFA
516
Plante Moran Financial Advisors
Michigan
$21K -$4.5K -60 -16%
ANBT
517
American National Bank & Trust
Texas
$19K -$7.51K -100 -26%
FAM
518
Formidable Asset Management
Ohio
$19K +$21.5K +286 New
TC
519
Trust Company
Kansas
$17K
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$16.8K
BCM
521
Brookstone Capital Management
Illinois
$16K +$16.4K +218 +1,090%
RIA
522
Regal Investment Advisors
Michigan
$13K +$5.48K +73 +58%
BFEC
523
Benjamin F. Edwards & Company
Missouri
$13K +$14.9K +198 New
MA
524
MCF Advisors
Kentucky
$12K +$1.73K +23 +15%
IP
525
Isthmus Partners
Wisconsin
$11K