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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
601
Catalyst Capital Advisors
New York
$46K -$1.23M -11,800 -97%
PFO
602
Pathstone Family Office
New Jersey
$46K -$565K -5,400 -93%
NCM
603
Nelson Capital Management
California
$46K -$50.4K -482 -55%
CIA
604
CSat Investment Advisory
Michigan
$45K +$2.2K +21 +6%
RTC
605
Riverview Trust Company
Washington
$41K – – –
NIM
606
NuWave Investment Management
New Jersey
$40K -$769K -7,350 -95%
WCM
607
Whitener Capital Management
North Carolina
$39K – – –
RIA
608
Realta Investment Advisors
Delaware
$38K +$837 +8 +2%
BCA
609
Berman Capital Advisors
Georgia
$37K -$15.6K -149 -31%
TWA
610
TCI Wealth Advisors
Arizona
$36K +$1.15K +11 +4%
APA
611
American Portfolios Advisors
New York
$35.7K +$12.7K +121 +63%
GAM
612
Gemmer Asset Management
California
$35K – – –
CG
613
Cutler Group
California
$35K +$32.6K +312 New
CIAS
614
Capital Investment Advisory Services
North Carolina
$34K – – –
PFGIA
615
Patriot Financial Group Insurance Agency
Massachusetts
$31K – – –
FHA
616
Flagship Harbor Advisors
Massachusetts
$28K – – –
AA
617
Advisory Alpha
Michigan
$25.4K +$23.5K +225 New
TFS
618
TrustCore Financial Services
Tennessee
$24K – – –
RWM
619
Raffa Wealth Management
District of Columbia
$22.4K +$20.5K +196 New
SLF
620
Sun Life Financial
Ontario, Canada
$22K +$209 +2 +1%
MAM
621
Meeder Asset Management
Ohio
$20K -$5.33K -51 -23%
NSIM
622
North Star Investment Management
Illinois
$20K +$18.3K +175 New
FNBOSM
623
First National Bank of South Miami
Florida
$19K – – –
WT
624
Whittier Trust
California
$19K – – –
HR
625
Howe & Rusling
New York
$19K +$4.08K +39 +31%
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