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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
IPAM
501
ICICI Prudential Asset Management
India
$300K +$18.6K +157 +8%
SDIC
502
South Dakota Investment Council
South Dakota
$298K – – –
EF
503
Empowered Funds
Pennsylvania
$298K +$248K +2,097 New
BAM
504
Belpointe Asset Management
Nevada
$296K +$247K +2,083 New
CIS
505
Custom Index Systems
New York
$295K +$246K +2,080 New
CAM
506
Claret Asset Management
Quebec, Canada
$295K +$1.3K +11 +0.5%
BP
507
Ballentine Partners
Massachusetts
$293K +$245K +2,065 New
KTA
508
Keeley-Teton Advisors
Illinois
$289K – – –
1W
509
1776 Wealth
Georgia
$288K – – –
BFA
510
Bragg Financial Advisors
North Carolina
$287K – – –
WMA
511
Wealth Management Associates
New Jersey
$284K – – –
FMLI
512
Fukoku Mutual Life Insurance
Japan
$284K +$237K +2,000 New
LCWP
513
Legacy Capital Wealth Partners
Arkansas
$283K -$29K -245 -11%
BFEC
514
Benjamin F. Edwards & Company
Missouri
$282K +$14.6K +123 +7%
IFWM
515
Institute for Wealth Management
Colorado
$281K – – –
EDRH
516
Edmond de Rothschild Holding
Switzerland
$281K -$352K -2,974 -60%
CG
517
Caprock Group
Idaho
$280K +$233K +1,972 New
OPCM
518
Osborne Partners Capital Management
California
$280K -$81.1K -685 -26%
AOWM
519
Alpha Omega Wealth Management
Virginia
$272K – – –
HIA
520
Harbor Investment Advisory
Maryland
$270K – – –
GS
521
GTS Securities
Florida
$270K -$4.63M -39,128 -95%
MYIA
522
Mount Yale Investment Advisors
Colorado
$269K -$1.66K -14 -0.7%
AAM
523
Advisors Asset Management
Colorado
$269K -$126K -1,062 -36%
AF
524
Allworth Financial
California
$268K +$37.1K +313 +20%
EIP
525
Epoch Investment Partners
New York
$267K – – –
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