DLTR icon

Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAG
651
First Capital Advisors Group
New Jersey
$4K +$4.4K +42 New
IBOK
652
Independence Bank of Kentucky
Kentucky
$4K +$4.93K +47 New
SWA
653
Sutton Wealth Advisors
Florida
$3.23K – – –
PFSC
654
Peoples Financial Services Corp
Pennsylvania
$3K – – –
PCG
655
Private Capital Group
Connecticut
$3K – – –
SFSIG
656
San Francisco Sentry Investment Group
California
$3K – – –
JA
657
JOYN Advisors
Georgia
$3K +$3.04K +29 New
BFEC
658
Benjamin F. Edwards & Company
Missouri
$3K +$3.67K +35 New
WPA
659
West Paces Advisors
Georgia
$2.28K – – –
GWS
660
Glassman Wealth Services
Virginia
$2K -$2.73K -26 -53%
SA
661
SRH Advisors
Kansas
$2K – – –
ML
662
McAdam LLC
Pennsylvania
$2K +$2.52K +24 New
RWM
663
Raffa Wealth Management
District of Columbia
$1.9K +$2.1K +20 New
SLF
664
Sun Life Financial
Ontario, Canada
$1.08K -$43.5K -415 -80%
TFA
665
Transamerica Financial Advisors
Florida
$1K -$210 -2 -18%
AC
666
Avestar Capital
New York
$1K – – –
CAM
667
ClariVest Asset Management
California
$1K – – –
AF
668
Advisornet Financial
Minnesota
$1K +$1.26K +12 New
RFM
669
Royal Fund Management
Florida
$1K +$1.68K +16 New
SC
670
Shellback Capital
Massachusetts
– -$61.2M -570,300 Closed
CGM
671
Capital Growth Management
Massachusetts
– -$49.4M -460,000 Closed
IP
672
Interval Partners
New York
– -$35.2M -327,932 Closed
WCM
673
Wedge Capital Management
North Carolina
– -$29.2M -271,832 Closed
BAPIM
674
British Airways Pensions Investment Management
United Kingdom
– -$20M -186,560 Closed
UOC
675
UBS O'Connor
Illinois
– -$13.9M -129,828 Closed
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