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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
CA
626
Clearstead Advisors
Ohio
$90K -$15.2K -141 -15%
FBT
627
First Bank & Trust
South Dakota
$87K +$10.7K +100 +15%
MHR
628
Matthew Hamilton Rosenberg
$86K
NSIM
629
North Star Investment Management
Illinois
$81K
First Manhattan
630
First Manhattan
New York
$80K
RIM
631
Rockbridge Investment Management
New York
$76K +$3.76K +35 +6%
Jones Financial Companies
632
Jones Financial Companies
Missouri
$75K +$70.8K +659 New
CCA
633
Column Capital Advisors
Indiana
$70K -$71.8K -668 -52%
APA
634
American Portfolios Advisors
New York
$66.4K +$16.2K +151 +35%
CA
635
Crewe Advisors
Utah
$63K +$1.5K +14 +3%
LWA
636
Lenox Wealth Advisors
New York
$58K -$25.5K -237 -32%
VCM
637
Versant Capital Management
Arizona
$55K
TCOV
638
Trust Company of Vermont
Vermont
$54K -$6.88K -64 -12%
OIA
639
Optimum Investment Advisors
Illinois
$52K -$18.3K -170 -27%
AL
640
ADE LLC
Maryland
$52K
CG
641
Cutler Group
California
$51K -$475K -4,417 -91%
GAM
642
Grandview Asset Management
Pennsylvania
$47K +$44.5K +414 New
AssetMark Inc
643
AssetMark Inc
California
$46K -$1.72K -16 -4%
EI
644
Ellevest Inc
New York
$46K -$430 -4 -1%
WT
645
Washington Trust
Rhode Island
$45K
OSAM
646
O'Shaughnessy Asset Management
Connecticut
$45K +$13.6K +127 +48%
CFN
647
Cordasco Financial Network
Florida
$45K +$26.9K +250 +170%
CI
648
CX Institutional
Indiana
$44K +$8.6K +80 +26%
RTC
649
Riverview Trust Company
Washington
$41K
BCA
650
Berman Capital Advisors
Georgia
$40K +$6.02K +56 +19%