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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
551
Trust Asset Management
Texas
$321K – – –
CAM
552
Cresset Asset Management
Illinois
$315K +$272K +2,242 New
WTC
553
WhitTier Trust Company
Nevada
$312K – – –
IC
554
Intersect Capital
California
$310K +$607 +5 +0.2%
BG
555
Bahl & Gaynor
Ohio
$309K -$92.5K -762 -26%
CI
556
Conning Inc
Connecticut
$309K +$267K +2,199 New
CCM
557
Coldstream Capital Management
Washington
$308K +$266K +2,191 New
SW
558
SVB Wealth
Massachusetts
$303K +$5.22K +43 +2%
SIM
559
Sentry Investment Management
Wisconsin
$302K +$261K +2,146 New
IFWM
560
Institute for Wealth Management
Colorado
$297K +$257K +2,114 New
PP
561
Paloma Partners
Connecticut
$296K +$256K +2,111 New
VAS
562
Vestmark Advisory Solutions
Massachusetts
$295K -$66.6K -548 -21%
FIM
563
Freedom Investment Management
Connecticut
$294K -$2.19K -18 -0.9%
QCG
564
Quadrant Capital Group
Ohio
$289K +$14.3K +118 +6%
FHB
565
First Hawaiian Bank
Hawaii
$285K -$1.11M -9,126 -82%
MGP
566
Metis Global Partners
California
$285K +$246K +2,027 New
WMA
567
Wealth Management Associates
New Jersey
$281K +$243K +2,000 New
BCM
568
Breiter Capital Management
Florida
$281K +$243K +2,000 New
SCM
569
Stonebridge Capital Management
California
$281K +$243K +2,000 New
OC
570
Oppenheimer & Co
New York
$279K -$1.93M -15,918 -89%
AOWM
571
Alpha Omega Wealth Management
Virginia
$277K -$18.7K -154 -7%
GLLW
572
Graves Light Lenhart Wealth
Virginia
$277K – – –
JFGIW
573
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$277K +$239K +1,968 New
S
574
SignatureFD
Georgia
$275K +$129K +1,066 +120%
BFEC
575
Benjamin F. Edwards & Company
Missouri
$270K – – –
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