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Dollar Tree

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
701
Chesapeake Asset Management
New York
$375 – – –
DPW
702
DiNuzzo Private Wealth
Pennsylvania
$301 -$72 -1 -20%
CA
703
Continuum Advisory
Idaho
$300 – – –
SJIM
704
St. Johns Investment Management
Florida
$300 – – –
PWAM
705
Private Wealth Asset Management
Iowa
$300 +$286 +4 New
WPA
706
West Paces Advisors
Georgia
$225 -$143 -2 -40%
SC
707
Swan Capital
Florida
$225 – – –
GA
708
GoalVest Advisory
New York
$225 +$215 +3 New
HWP
709
Highline Wealth Partners
California
$225 +$215 +3 New
WOC
710
West Oak Capital
California
$200 – – –
JWA
711
JFS Wealth Advisors
Pennsylvania
$151 -$72 -1 -33%
HIA
712
HFM Investment Advisors
New Jersey
$151 +$143 +2 New
TIM
713
Tortoise Investment Management
New York
$150 – – –
CIA
714
Cape Investment Advisory
Georgia
$75 – – –
PCTC
715
Perkins Coie Trust Company
Washington
$75 +$72 +1 New
RJA
716
Ross\Johnson & Associates
Minnesota
$75 +$72 +1 New
HHGA
717
Halbert Hargrove Global Advisors
California
$41 +$72 +1 New
Capital Fund Management (CFM)
718
Capital Fund Management (CFM)
France
– -$29.4M -411,554 Closed
HBK Investments
719
HBK Investments
Texas
– -$15M -200,400 Closed
Voloridge Investment Management
720
Voloridge Investment Management
Florida
– -$14.7M -195,767 Closed
Wolverine Asset Management
721
Wolverine Asset Management
Illinois
– -$14.1M -188,000 Closed
LWIC
722
Leith Wheeler Investment Counsel
British Columbia, Canada
– -$11.9M -158,790 Closed
Simplex Trading
723
Simplex Trading
Illinois
– -$10.6M -148,540 Closed
M&G plc
724
M&G plc
United Kingdom
– -$10.3M -137,971 Closed
Aquatic Capital Management
725
Aquatic Capital Management
Illinois
– -$9.86M -131,506 Closed