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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
626
Meeder Asset Management
Ohio
$216K -$35K -225 -12%
MHS
627
M Holdings Securities
Oregon
$216K – – –
SQA
628
Simon Quick Advisors
New Jersey
$215K +$245K +1,577 New
TFA
629
Transamerica Financial Advisors
Florida
$214K -$31.7K -204 -12%
BAM
630
Byrne Asset Management
New Jersey
$214K -$19.5K -125 -7%
PA
631
Parallel Advisors
California
$212K +$2.65K +17 +1%
CGL
632
Clarius Group LLC
Washington
$211K +$41.1K +264 +20%
SIA
633
Schechter Investment Advisors
Michigan
$210K -$176K -1,131 -42%
CPA
634
Capital Planning Advisors
California
$210K +$311 +2 +0.1%
BG
635
Bollard Group
Massachusetts
$209K – – –
SIM
636
Sentry Investment Management
Wisconsin
$209K – – –
ST
637
Smithfield Trust
Pennsylvania
$208K – – –
CI
638
Conning Inc
Connecticut
$206K -$39.7K -255 -14%
WTC
639
WhitTier Trust Company
Nevada
$205K -$79.8K -513 -25%
OPTFSNA
640
Old Point Trust & Financial Services N A
Virginia
$204K +$233K +1,500 New
WTA
641
Washington Trust Advisors
Massachusetts
$203K -$17.6K -113 -7%
ECM
642
Evergreen Capital Management
Washington
$202K -$5.76K -37 -2%
PTC
643
Private Trust Company
Ohio
$202K -$2.18K -14 -0.9%
BP
644
Ballentine Partners
Massachusetts
$202K +$12.9K +83 +6%
AAM
645
Advisors Asset Management
Colorado
$195K +$141K +906 +171%
PK
646
Pflug Koory
Nebraska
$157K – – –
CF
647
Centaurus Financial
California
$154K +$48.9K +314 +38%
EIM
648
Essex Investment Management
Massachusetts
$140K – – –
BAM
649
Belpointe Asset Management
Nevada
$136K +$22.1K +142 +16%
NIM
650
NuWave Investment Management
New Jersey
$127K +$12.3K +79 +9%
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