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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
551
Valeo Financial Advisors
Indiana
$119K -$31.3K -333 -20%
WTC
552
WhitTier Trust Company
Nevada
$110K
CAW
553
Cornerstone Advisors (Washington)
Washington
$108K -$2.45K -26 -2%
Cohen & Steers
554
Cohen & Steers
New York
$105K
HCA
555
Horan Capital Advisors
Ohio
$103K +$106K +1,124 New
NL
556
NKCFO LLC
Illinois
$100K +$104K +1,100 New
FCB
557
First Command Bank
Texas
$99K
FCFS
558
First Command Financial Services
Texas
$99K
EDRH
559
Edmond de Rothschild Holding
Switzerland
$89K +$23.5K +250 +35%
GWM
560
Geneos Wealth Management
Colorado
$88K -$3.29K -35 -3%
PA
561
Parallel Advisors
California
$88K +$5.27K +56 +6%
NFG
562
Next Financial Group
Texas
$86K +$88.5K +941 New
CA
563
Clearstead Advisors
Ohio
$85K +$7.9K +84 +10%
S
564
SignatureFD
Georgia
$75K -$18.4K -196 -19%
IAIM
565
International Assets Investment Management
Florida
$73K +$2.63K +28 +0.1%
MHR
566
Matthew Hamilton Rosenberg
$68K
Capstone Investment Advisors
567
Capstone Investment Advisors
New York
$68K +$69.7K +741 New
C
568
Cerebellum
California
$66K -$43.7K -464 -39%
NSIM
569
North Star Investment Management
Illinois
$65K
OIA
570
Optimum Investment Advisors
Illinois
$64K +$7.06K +75 +12%
FFA
571
Founders Financial Alliance
North Carolina
$64K +$65.4K +695 New
First Manhattan
572
First Manhattan
New York
$63K -$15.6K -166 -19%
Bessemer Group
573
Bessemer Group
New Jersey
$62K
FBT
574
First Bank & Trust
South Dakota
$61K +$9.41K +100 +18%
EI
575
Ellevest Inc
New York
$61K +$61K +648 +4,050%