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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
551
Evermay Wealth Management
Virginia
$250K
GT
552
Greenleaf Trust
Michigan
$248K -$52.7K -358 -17%
BWM
553
Baron Wealth Management
Michigan
$248K -$12.5K -85 -5%
LT
554
Legacy Trust
Michigan
$241K
GI
555
GAMCO Investors
Connecticut
$241K +$247K +1,682 New
ECM
556
Evergreen Capital Management
Washington
$237K -$28K -190 -10%
GF
557
Gabelli Funds
New York
$237K
AF
558
Allworth Financial
California
$236K +$191K +1,301 +382%
GA
559
Geller Advisors
New York
$235K +$241K +1,635 New
S
560
SignatureFD
Georgia
$232K -$18.7K -127 -7%
NP
561
Nilsine Partners
Colorado
$231K +$2.35K +16 +1%
Two Sigma Investments
562
Two Sigma Investments
New York
$230K +$235K +1,600 New
UM
563
UniSuper Management
Australia
$230K +$235K +1,600 New
AssetMark Inc
564
AssetMark Inc
California
$224K +$6.92K +47 +3%
BG
565
Bollard Group
Massachusetts
$224K +$2.94K +20 +1%
KeyBank National Association
566
KeyBank National Association
Ohio
$224K -$138K -940 -38%
EI
567
Ellevest Inc
New York
$224K +$32.7K +222 +17%
FSA
568
Franklin Street Advisors
North Carolina
$220K
NW
569
NewEdge Wealth
Pennsylvania
$218K -$4.71K -32 -2%
OIA
570
OneDigital Investment Advisors
Kansas
$218K -$47.1K -320 -17%
TYCC
571
Texas Yale Capital Corp
Florida
$217K
CPA
572
Capital Planning Advisors
California
$217K -$6.92K -47 -3%
WTC
573
WhitTier Trust Company
Nevada
$216K
CGL
574
Clarius Group LLC
Washington
$216K -$17.8K -121 -7%
OPTFSNA
575
Old Point Trust & Financial Services N A
Virginia
$215K