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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
526
Cary Street Partners Investment Advisory
Virginia
$337K -$16.7K -115 -5%
HIC
527
Holderness Investments Company
North Carolina
$335K -$10.9K -75 -3%
DBRC
528
D.B. Root & Company
Pennsylvania
$331K -$5.66K -39 -2%
FFM
529
Forum Financial Management
Illinois
$324K +$145 +1 +0%
STA
530
Summit Trail Advisors
New York
$324K -$55.3K -381 -14%
AA
531
ALPS Advisors
Colorado
$323K -$3.48K -24 -1%
PCM
532
Pointe Capital Management
Michigan
$321K – – –
BG
533
Bahl & Gaynor
Ohio
$320K -$1.45K -10 -0.4%
WW
534
Westshore Wealth
California
$317K +$9.87K +68 +3%
QCG
535
Quadrant Capital Group
Ohio
$315K -$13.8K -95 -4%
CCM
536
Coldstream Capital Management
Washington
$312K +$19.2K +132 +6%
GHA
537
GW Henssler & Associates
Georgia
$312K +$3.92K +27 +1%
BP
538
Ballentine Partners
Massachusetts
$311K +$314K +2,164 New
MNBTD
539
Moody National Bank Trust Division
Texas
$310K – – –
KA
540
Kintegral Advisory
New York
$309K -$16.7K -115 -5%
EIP
541
Epoch Investment Partners
New York
$308K +$9.29K +64 +3%
SCM
542
Stonebridge Capital Management
California
$301K – – –
GT
543
Greenleaf Trust
Michigan
$300K +$16.8K +116 +6%
OSAM
544
O'Shaughnessy Asset Management
Connecticut
$299K -$60.9K -420 -17%
MWM
545
Modera Wealth Management
New Jersey
$296K – – –
AOWM
546
Alpha Omega Wealth Management
Virginia
$296K – – –
CFGS
547
Concourse Financial Group Securities
Alabama
$294K +$17.4K +120 +6%
VAS
548
Vestmark Advisory Solutions
Massachusetts
$292K +$50.2K +346 +20%
KTA
549
Keeley-Teton Advisors
Illinois
$292K – – –
1W
550
1776 Wealth
Georgia
$291K – – –
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