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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
MIH
551
Madison Investment Holdings
Wisconsin
$218K +$199K +2,035 New
MCM
552
MAI Capital Management
Ohio
$217K -$95.6K -978 -33%
SPWA
553
SteelBridge Private Wealth Advisors
Florida
$216K +$197K +2,012 New
TBA
554
Train Babcock Advisors
New York
$215K +$195K +2,000 New
GC
555
Grimes & Company
Massachusetts
$214K +$195K +1,993 New
GCA
556
Gideon Capital Advisors
New York
$214K +$195K +1,998 New
W
557
Wealthfront
California
$212K +$193K +1,975 New
FNBT
558
FineMark National Bank & Trust
Florida
$210K +$192K +1,960 New
SCM
559
Sterling Capital Management
North Carolina
$210K +$192K +1,960 New
AAM
560
Azzad Asset Management
Virginia
$208K +$190K +1,942 New
SC
561
Scotia Capital
Ontario, Canada
$206K -$513K -5,245 -73%
WAM
562
Wealthspire Advisors (Maryland)
Maryland
$203K +$51.6K +528 +39%
TSW
563
Thompson Siegel & Walmsley
Virginia
$201K +$85.2K +872 +87%
BFA
564
Bragg Financial Advisors
North Carolina
$201K +$183K +1,875 New
VC
565
Vestor Capital
Illinois
$190K -$1.47K -15 -0.8%
TG
566
TLP Group
Illinois
$187K +$171K +1,747 New
GWM
567
Geneos Wealth Management
Colorado
$185K -$14.7K -150 -8%
EWM
568
Evercore Wealth Management
New York
$183K – – –
YWP
569
YorkBridge Wealth Partners
New York
$180K -$16.7K -171 -9%
CAW
570
Cornerstone Advisors (Washington)
Washington
$180K – – –
II
571
Inspire Investing
Idaho
$180K +$164K +1,678 New
FPFS
572
First Personal Financial Services
North Carolina
$165K +$150K +1,539 New
FHA
573
First Horizon Advisors
Tennessee
$149K +$96.9K +992 +249%
QCG
574
Quadrant Capital Group
Ohio
$145K +$782 +8 +0.6%
PG
575
Pendal Group
Australia
$132K -$542K -5,550 -82%
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