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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
576
Harbor Investment Advisory
Maryland
$274K +$1.49K +10 +0.5%
CIC
577
Cornercap Investment Counsel
Georgia
$274K -$8.63K -58 -3%
CFGS
578
Concourse Financial Group Securities
Alabama
$273K +$4.32K +29 +2%
GFWA
579
Grey Fox Wealth Advisors
Delaware
$271K +$285K +1,915 New
DAS
580
Dynamic Advisor Solutions
Arizona
$270K +$284K +1,907 New
ACM
581
Aquatic Capital Management
Illinois
$269K +$283K +1,900 New
BRWA
582
B. Riley Wealth Advisors
Florida
$265K +$279K +1,875 New
F4L
583
Fortune 45 LLC
Louisiana
$264K -$893 -6 -0.3%
CA
584
Crewe Advisors
Utah
$263K -$6.7K -45 -2%
PFGIA
585
Patriot Financial Group Insurance Agency
Massachusetts
$262K +$21.3K +143 +8%
SIA
586
Schechter Investment Advisors
Michigan
$260K +$44.8K +301 +20%
CCA
587
Checchi Capital Advisers
California
$259K -$9.08K -61 -3%
DADC
588
D.A. Davidson & Co
Montana
$257K -$19.3K -130 -7%
FA
589
FDx Advisors
Illinois
$252K -$135K -905 -34%
WGAM
590
Wilkinson Global Asset Management
New York
$251K – – –
SS
591
Simplicity Solutions
Minnesota
$248K +$261K +1,751 New
AWS
592
Atria Wealth Solutions
New York
$248K -$325K -2,183 -56%
GCP
593
GSA Capital Partners
United Kingdom
$247K +$260K +1,749 New
LA
594
LexAurum Advisors
Kansas
$247K – – –
EWM
595
Evermay Wealth Management
Virginia
$246K – – –
TFA
596
Transamerica Financial Advisors
Florida
$242K +$20.4K +137 +9%
GEA
597
Glen Eagle Advisors
New Jersey
$242K +$13.7K +92 +6%
SGI
598
Summit Global Investments
Utah
$239K +$6.7K +45 +3%
FIM
599
Freedom Investment Management
Connecticut
$239K -$1.49K -10 -0.6%
VAS
600
Vestmark Advisory Solutions
Massachusetts
$239K +$4.91K +33 +2%
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