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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
626
Laidlaw Wealth Management
New York
$249K -$63.4K -400 -20%
PFGIA
627
Patriot Financial Group Insurance Agency
Massachusetts
$249K +$34.1K +215 +16%
ESCM
628
Echo Street Capital Management
New York
$249K +$253K +1,597 New
UCFA
629
United Capital Financial Advisors
Texas
$248K +$21.4K +135 +9%
HIS
630
Harvest Investment Services
Illinois
$248K +$253K +1,596 New
MHS
631
M Holdings Securities
Oregon
$247K -$22.3K -141 -8%
FG
632
Fiduciary Group
Georgia
$246K – – –
SIM
633
Sentry Investment Management
Wisconsin
$240K -$47.4K -299 -16%
CPA
634
Capital Planning Advisors
California
$240K -$4.75K -30 -2%
BG
635
Bollard Group
Massachusetts
$240K – – –
PA
636
Parallel Advisors
California
$240K +$107K +676 +78%
ST
637
Smithfield Trust
Pennsylvania
$239K -$227K -1,430 -48%
GEA
638
Glen Eagle Advisors
New Jersey
$238K +$25.8K +163 +12%
AWM
639
Aries Wealth Management
Maine
$238K +$242K +1,527 New
ECM
640
Evergreen Capital Management
Washington
$237K -$31.4K -198 -12%
WGAM
641
Wilkinson Global Asset Management
New York
$234K +$238K +1,502 New
PTC
642
Private Trust Company
Ohio
$233K +$951 +6 +0.4%
WG
643
Winton Group
United Kingdom
$230K -$912K -5,754 -80%
P
644
Pitcairn
Pennsylvania
$230K +$9.66K +61 +4%
JFGIW
645
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K -$63.4K -400 -21%
DAS
646
Dynamic Advisor Solutions
Arizona
$227K -$3.17K -20 -1%
RA
647
RiverTree Advisors
Florida
$226K +$229K +1,447 New
5L
648
55I LLC
Massachusetts
$224K +$228K +1,437 New
LS
649
Livforsakringsbolaget Skandia
Sweden
$220K -$127K -800 -36%
BP
650
Ballentine Partners
Massachusetts
$219K -$71.9K -454 -24%
24 25
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