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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Altavista Wealth Management
North Carolina
$282K +$253K +2,992 New
BAM
502
Brave Asset Management
New Jersey
$264K
AP
503
Advisor Partners
California
$259K +$13.1K +155 +6%
VFS
504
VSR Financial Services
Kansas
$254K -$42.3K -500 -16%
GWM
505
Geneos Wealth Management
Colorado
$250K
EB
506
Eastern Bank
Massachusetts
$245K -$9.64K -114 -4%
LOAME
507
Lombard Odier Asset Management (Europe)
United Kingdom
$245K +$220K +2,596 New
WA
508
Wheatland Advisors
Pennsylvania
$244K
IIM
509
Ironwood Investment Management
Massachusetts
$238K +$213K +2,523 New
CI
510
Cowen Inc
New York
$236K +$211K +2,500 New
LCS
511
Levin Capital Strategies
New York
$234K -$368K -4,356 -64%
Los Angeles Capital Management
512
Los Angeles Capital Management
California
$231K
SAM
513
Silvercrest Asset Management
New York
$228K +$205K +2,424 New
CCMG
514
Clark Capital Management Group
Pennsylvania
$224K +$201K +2,375 New
EGM
515
Engineers Gate Manager
New York
$217K +$195K +2,300 New
AIM
516
Allen Investment Management
New York
$216K +$194K +2,294 New
BA
517
Bristlecone Advisors
Washington
$215K -$39.3K -465 -17%
BP
518
Ballentine Partners
Massachusetts
$211K -$17.8K -210 -9%
CL
519
CPWM LLC
Washington
$211K +$190K +2,242 New
WAM
520
Wealthspire Advisors (Maryland)
Maryland
$210K -$202K -2,387 -52%
TBA
521
Train Babcock Advisors
New York
$207K +$186K +2,200 New
OMCS
522
Old Mutual Customised Solutions
South Africa
$202K
IWMPD
523
Integrated Wealth Management (Palm Desert)
California
$193K +$338 +4 +0.2%
RCM
524
Riverhead Capital Management
Delaware
$182K -$3.22M -38,115 -88%
EWM
525
Evercore Wealth Management
New York
$170K -$42K -497 -22%