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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
451
Fiduciary Trust
Massachusetts
$245K -$272K -2,985 -46%
EF
452
Empowered Funds
Pennsylvania
$243K +$39.7K +435 +14%
PWW
453
Pettyjohn Wood & White
Virginia
$242K – – –
ECM
454
Everence Capital Management
Indiana
$242K -$912 -10 -0.3%
SLAM
455
Swiss Life Asset Management
$241K -$77.3K -848 -20%
WCA
456
Waratah Capital Advisors
Ontario, Canada
$236K +$306K +3,354 New
S
457
SignatureFD
Georgia
$235K +$30.7K +337 +11%
BF
458
BOK Financial
Oklahoma
$234K +$8.21K +90 +3%
ABLA
459
Alan B. Lancz & Associates
Ohio
$229K +$18.2K +200 +7%
WA
460
Wealth Alliance
New York
$228K -$8.39K -92 -3%
IAS
461
Insigneo Advisory Services
Florida
$228K +$295K +3,240 New
FTDI
462
First Trust Direct Indexing
Massachusetts
$226K -$178K -1,952 -38%
CCA
463
Checchi Capital Advisers
California
$226K -$35K -384 -11%
OIA
464
OneDigital Investment Advisors
Kansas
$226K +$32.6K +358 +13%
MCM
465
MAI Capital Management
Ohio
$224K -$53.5K -587 -16%
SAM
466
Shell Asset Management
Netherlands
$223K +$289K +3,175 New
SM
467
STF Management
Texas
$220K -$25.7K -282 -8%
CAM
468
Claret Asset Management
Quebec, Canada
$220K +$23.9K +262 +9%
MWM
469
Modera Wealth Management
New Jersey
$218K +$821 +9 +0.3%
ETC
470
Exchange Traded Concepts
Oklahoma
$218K +$282K +3,098 New
MTIM
471
Marathon Trading Investment Management
Pennsylvania
$211K +$274K +3,000 New
FIM
472
Fernwood Investment Management
Massachusetts
$207K – – –
MYAM
473
Meiji Yasuda Asset Management
Japan
$205K -$40K -439 -13%
WB
474
WesBanco Bank
West Virginia
$203K -$117K -1,283 -31%
OC
475
Oarsman Capital
Wisconsin
$202K +$262K +2,877 New
17 18
19
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