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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
601
Mirabella Financial Services
United Kingdom
$299K +$304K +1,920 New
KP
602
Keel Point
Alabama
$298K -$20.3K -128 -7%
VAS
603
Vestmark Advisory Solutions
Massachusetts
$295K -$16.5K -104 -5%
JSC
604
Jackson Square Capital
California
$295K +$32.8K +207 +12%
CA
605
Crewe Advisors
Utah
$294K +$40.4K +255 +16%
TYCC
606
Texas Yale Capital Corp
Florida
$291K +$55.5K +350 +23%
SGI
607
Summit Global Investments
Utah
$288K -$1.83M -11,544 -86%
MAM
608
Meeder Asset Management
Ohio
$282K +$53.4K +337 +23%
MWM
609
Meridian Wealth Management
Kentucky
$281K +$56.1K +354 +24%
TFA
610
Transamerica Financial Advisors
Florida
$277K +$281K +1,772 New
CI
611
Conning Inc
Connecticut
$275K -$1.9K -12 -0.7%
PL
612
Pluribus Labs
California
$274K +$279K +1,761 New
EWM
613
Evermay Wealth Management
Virginia
$273K -$3.96K -25 -1%
KFP
614
KB Financial Partners
New Jersey
$269K -$29.9K -189 -10%
LA
615
LexAurum Advisors
Kansas
$267K +$634 +4 +0.2%
FWM
616
Fairhaven Wealth Management
Illinois
$266K +$270K +1,707 New
MCM
617
MAI Capital Management
Ohio
$264K -$28.4K -179 -10%
BAM
618
Byrne Asset Management
New Jersey
$264K -$25.4K -160 -9%
FSA
619
Franklin Street Advisors
North Carolina
$264K – – –
FIM
620
Freedom Investment Management
Connecticut
$261K -$11.6K -73 -4%
EWM
621
Evercore Wealth Management
New York
$261K – – –
WANY
622
Wealthspire Advisors (New York)
New York
$258K +$262K +1,653 New
AC
623
Annandale Capital
Texas
$257K – – –
HAG
624
HighPoint Advisor Group
Illinois
$255K +$244K +1,540 New
WTA
625
Washington Trust Advisors
Massachusetts
$250K +$43.6K +275 +21%
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