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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
626
Berman Capital Advisors
Georgia
$30K – – –
RIA
627
Realta Investment Advisors
Delaware
$30K – – –
ACM
628
Anfield Capital Management
California
$30K +$33.6K +320 New
GAM
629
Gemmer Asset Management
California
$28K -$735 -7 -2%
RA
630
Rational Advisors
New York
$27K -$102K -976 -77%
GDP
631
Great Diamond Partners
Maine
$27K +$30.3K +289 New
ES
632
Equitec Specialists
Illinois
$26K +$29.4K +280 New
PFGIA
633
Patriot Financial Group Insurance Agency
Massachusetts
$25K – – –
MAM
634
Meeder Asset Management
Ohio
$23K +$7.56K +72 +42%
PCG
635
Private Capital Group
Connecticut
$20K +$19.7K +188 +723%
RMC
636
Resources Management Corp
Connecticut
$19K -$241K -2,300 -92%
TFS
637
TrustCore Financial Services
Tennessee
$19K -$1.16K -11 -5%
HR
638
Howe & Rusling
New York
$19K +$3.46K +33 +20%
MA
639
MCF Advisors
Kentucky
$19K +$21K +200 New
RWM
640
Raffa Wealth Management
District of Columbia
$18.4K – – –
FNBOSM
641
First National Bank of South Miami
Florida
$18K – – –
OPS
642
Orion Portfolio Solutions
Nebraska
$18K +$20.6K +196 New
AAM
643
Advisors Asset Management
Colorado
$16.5K +$18.4K +175 New
WT
644
Whittier Trust
California
$16K – – –
PA
645
Procyon Advisors
Connecticut
$15K +$16.7K +159 New
OSAM
646
O'Shaughnessy Asset Management
Connecticut
$15K +$17K +162 New
NIM
647
NuWave Investment Management
New Jersey
$14K -$20.8K -198 -57%
CFN
648
Cordasco Financial Network
Florida
$14K – – –
MCM
649
Manchester Capital Management
Vermont
$14K +$9.03K +86 +126%
BL
650
Balentine LLC
Georgia
$14K +$12.4K +118 +337%
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