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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
551
Plante Moran Financial Advisors
Michigan
$24K -$11K -143 -32%
IDBONY
552
Israel Discount Bank of New York
New York
$24K – – –
TWA
553
TCI Wealth Advisors
Arizona
$23K – – –
HCM
554
Herndon Capital Management
Georgia
$21K -$48.9K -636 -71%
RFA
555
Reilly Financial Advisors
California
$20K – – –
GRP
556
Global Retirement Partners
California
$20K +$5.53K +72 +40%
IP
557
Isthmus Partners
Wisconsin
$18K – – –
WOC
558
West Oak Capital
California
$17.5K -$11.5K -149 -37%
BAM
559
Barrett Asset Management
New York
$17K – – –
PCP
560
Proficio Capital Partners
Massachusetts
$17K +$10.4K +135 +167%
PAM
561
Paradigm Asset Management
New York
$15.7K -$34.6K -450 -69%
ANBT
562
American National Bank & Trust
Texas
$15K +$1.23K +16 +9%
HIIFS
563
Harel Insurance Investments & Financial Services
Israel
$15K +$15.4K +200 New
TC
564
Trust Company
Kansas
$14K – – –
NSIM
565
North Star Investment Management
Illinois
$13K +$12.7K +165 New
AIM
566
Anchor Investment Management
South Carolina
$12.9K – – –
LNB
567
Ledyard National Bank
$12K -$6.53K -85 -36%
BIG
568
Bellwether Investment Group
Tennessee
$12K +$2.23K +29 +22%
CAG
569
Crestwood Advisors Group
Massachusetts
$12K +$11.5K +150 New
NC
570
NewSquare Capital
Pennsylvania
$11K – – –
MUS
571
Mitsubishi UFJ Securities
Japan
$10K -$2.31K -30 -19%
RBC
572
Roble Belko & Company
Pennsylvania
$10K – – –
KTC
573
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
M
574
MOTCO
Texas
$8K +$7.69K +100 New
PFBT
575
Parkside Financial Bank & Trust
Missouri
$7K -$4.3K -56 -40%