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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
BC
676
Barnett & Company
Tennessee
$3K +$2.93K +28 New
WPA
677
West Paces Advisors
Georgia
$2.74K – – –
KFS
678
Kelly Financial Services
Massachusetts
$2.06K – – –
FMTCOCP
679
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
FPB
680
First PREMIER Bank
South Dakota
$2K – – –
HCM
681
Hilton Capital Management
New York
$2K – – –
LWM
682
Lenox Wealth Management
Ohio
$2K – – –
TFA
683
Transamerica Financial Advisors
Florida
$2K +$942 +9 +900%
EI
684
Ellevest Inc
New York
$2K +$1.47K +14 New
UFF
685
USA Financial Formulas
Michigan
$2K +$1.67K +16 New
LGWM
686
Litman Gregory Wealth Management
California
$1K -$1.36K -13 -50%
GWMIA
687
Global Wealth Management Investment Advisory
Florida
$1K – – –
HPC
688
HM Payson & Co
Maine
$1K – – –
WAS
689
Winch Advisory Services
Wisconsin
$1K – – –
PCM
690
Prelude Capital Management
New York
$1K +$837 +8 New
ED
691
Exane Derivatives
France
$571 – – –
MCM
692
Marsico Capital Management
Colorado
– -$138M -1,282,223 Closed
SV
693
Starboard Value
New York
– -$59.7M -555,574 Closed
MWNA
694
Marshall Wace North America
New York
– -$30.3M -281,964 Closed
BGI
695
BlueDrive Global Investors
United Kingdom
– -$27.5M -255,900 Closed
Marshall Wace
696
Marshall Wace
United Kingdom
– -$27.1M -252,304 Closed
HCM
697
Hoplite Capital Management
New York
– -$26M -242,048 Closed
GAM
698
Gotham Asset Management
New York
– -$23.5M -218,855 Closed
CC
699
Carlson Capital
Texas
– -$22M -205,116 Closed
N
700
Natixis
France
– -$15.1M -140,427 Closed