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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
601
Berman Capital Advisors
Georgia
$27K -$3.29K -35 -10%
GAM
602
Gemmer Asset Management
California
$27K – – –
HR
603
Howe & Rusling
New York
$26K – – –
CWC
604
Carolinas Wealth Consulting
North Carolina
$23K +$14.4K +153 +147%
FCH
605
Freestone Capital Holdings
Washington
$21.4K +$22K +234 New
EW
606
Evoke Wealth
California
$21K -$188 -2 -0.9%
PCG
607
Private Capital Group
Connecticut
$20K – – –
WT
608
Whittier Trust
California
$20K – – –
CTB
609
Country Trust Bank
Illinois
$18K – – –
MSFP
610
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
CFD
611
Creative Financial Designs
Indiana
$17K -$33.1K -352 -66%
FNBOSM
612
First National Bank of South Miami
Florida
$17K – – –
FAM
613
Fred Alger Management
New York
$17K – – –
OSAM
614
O'Shaughnessy Asset Management
Connecticut
$16K +$1.69K +18 +11%
EIP
615
Ellis Investment Partners
Pennsylvania
$15K – – –
PWMG
616
Prestige Wealth Management Group
New Jersey
$15K +$659 +7 +4%
CI
617
CX Institutional
Indiana
$15K +$2.26K +24 +17%
SLF
618
Sun Life Financial
Ontario, Canada
$13K -$94 -1 -0.7%
CFN
619
Cordasco Financial Network
Florida
$13K – – –
RWA
620
Ropes Wealth Advisors
Massachusetts
$12K -$5.65K -60 -32%
EFSCE
621
Enterprise Financial Services Corp (EFSC)
Missouri
$12K – – –
FIA
622
FNY Investment Advisers
New York
$12K +$7.53K +80 +145%
MDCM
623
Morgan Dempsey Capital Management
Wisconsin
$12K +$12.3K +131 New
BAM
624
Bellevue Asset Management
Washington
$11K -$1.41K -15 -11%
FRA
625
Front Row Advisors
California
$11K – – –
23 24
25
26 27