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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
551
Kestra Private Wealth Services
Texas
$330K +$59.1K +380 +19%
CAM
552
Claret Asset Management
Quebec, Canada
$329K -$11.2M -72,180 -97%
RC
553
RegentAtlantic Capital
New Jersey
$323K +$1.87K +12 +0.5%
WI
554
Wahed Invest
New York
$323K +$22.3K +143 +6%
RSWM
555
Robertson Stephens Wealth Management
California
$319K -$285K -1,831 -44%
HIC
556
Holderness Investments Company
North Carolina
$315K +$50.4K +324 +16%
CCM
557
CTC Capital Management
Illinois
$313K +$358K +2,300 New
ETH
558
Exos TFP Holdings
New York
$313K +$358K +2,301 New
AA
559
ALPS Advisors
Colorado
$311K +$356K +2,286 New
FFM
560
Forum Financial Management
Illinois
$310K +$27.1K +174 +8%
SAI
561
Systematic Alpha Investments
New Jersey
$308K – – –
EWM
562
Empirical Wealth Management
Washington
$308K +$22.7K +146 +7%
HI
563
Horizon Investments
North Carolina
$303K -$143K -920 -29%
QCG
564
Quadrant Capital Group
Ohio
$301K -$21.3K -137 -6%
BG
565
Bahl & Gaynor
Ohio
$299K – – –
SEC
566
Seven Eight Capital
New York
$296K +$338K +2,174 New
MNBTD
567
Moody National Bank Trust Division
Texas
$294K – – –
JF
568
Jump Financial
Illinois
$294K +$336K +2,157 New
WW
569
Westshore Wealth
California
$292K – – –
GHA
570
GW Henssler & Associates
Georgia
$291K -$12.9K -83 -4%
ETC
571
Exchange Traded Concepts
Oklahoma
$289K -$3M -19,311 -90%
SWM
572
Sendero Wealth Management
Texas
$287K -$343K -2,206 -51%
SCM
573
Stonebridge Capital Management
California
$286K – – –
TPW
574
Transatlantique Private Wealth
New York
$282K -$110K -708 -25%
AOWM
575
Alpha Omega Wealth Management
Virginia
$281K – – –
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