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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
476
Wahed Invest
New York
$437K +$64.9K +441 +17%
AAM
477
Advisors Asset Management
Colorado
$431K -$10.6K -72 -2%
PWM
478
Perigon Wealth Management
California
$425K -$4.27K -29 -1%
FIM
479
Fernwood Investment Management
Massachusetts
$422K +$35.3K +240 +9%
CA
480
CoreCap Advisors
Michigan
$421K +$432K +2,936 New
HI
481
Horizon Investments
North Carolina
$420K -$10.2K -69 -2%
KCM
482
KRS Capital Management
Michigan
$414K – – –
VIA
483
Vident Investment Advisory
Georgia
$393K -$288K -1,959 -42%
SS
484
Sunbelt Securities
Texas
$392K +$5.59K +38 +1%
DIA
485
Dana Investment Advisors
Wisconsin
$391K – – –
II
486
Inspire Investing
Idaho
$391K +$15.9K +108 +4%
AIM
487
Aspen Investment Management
Michigan
$391K -$2.65K -18 -0.7%
AFAS
488
Acorn Financial Advisory Services
Virginia
$389K +$1.03K +7 +0.3%
FMAEN1
489
Fund Management at Engine No 1
California
$389K +$27.5K +187 +7%
MFS
490
Mirabella Financial Services
United Kingdom
$385K +$395K +2,684 New
BFG
491
Bleakley Financial Group
New Jersey
$385K -$45.6K -310 -10%
STA
492
Summit Trail Advisors
New York
$385K +$62.8K +427 +19%
SS
493
Simplicity Solutions
Minnesota
$385K -$46.9K -319 -11%
AWA
494
Arete Wealth Advisors
Illinois
$377K +$386K +2,625 New
IAA
495
Ironsides Asset Advisors
North Carolina
$372K – – –
OQS
496
Occudo Quantitative Strategies
Florida
$372K -$5.53M -37,581 -94%
CI
497
Cigna Investments
Connecticut
$368K -$4.41K -30 -1%
HIC
498
Holderness Investments Company
North Carolina
$364K +$30.2K +205 +9%
FAT
499
First American Trust
California
$358K -$5.74M -39,023 -94%
BL
500
Balentine LLC
Georgia
$357K -$39.6K -269 -10%
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