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Dollar Tree
DLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
676
Manchester Capital Management
Vermont
$7K – – –
APC
677
Aspire Private Capital
North Carolina
$6K – – –
FA
678
Fortis Advisors
Pennsylvania
$6K – – –
NC
679
NewSquare Capital
Pennsylvania
$6K – – –
EI
680
Ellevest Inc
New York
$6K +$5.2K +53 New
PFPT
681
Pinnacle Financial Partners (Tennessee)
Tennessee
$6K +$5.89K +60 New
KPW
682
Kore Private Wealth
New York
$5K – – –
TFO
683
Tarbox Family Office
California
$5K – – –
GWS
684
Glassman Wealth Services
Virginia
$5K +$2.45K +25 +109%
LF
685
Lee Financial
Texas
$5K +$4.42K +45 New
BWL
686
Bogart Wealth LLC
Virginia
$5K +$4.91K +50 New
SWA
687
Sutton Wealth Advisors
Florida
$4.31K +$687 +7 +21%
M
688
MOTCO
Texas
$4K -$24.1K -245 -86%
THWM
689
Taylor Hoffman Wealth Management
Virginia
$4K -$14.7K -150 -79%
FC
690
Ferris Capital
Massachusetts
$4K -$2.94K -30 -45%
MSA
691
Marino Stram & Associates
Massachusetts
$4K -$491 -5 -13%
WEC
692
Winslow Evans & Crocker
Massachusetts
$4K +$3.14K +32 New
SL
693
Salomon & Ludwin
Virginia
$4K +$4.12K +42 New
TAIM
694
TD Ameritrade Investment Management
Nebraska
$3K -$295 -3 -10%
PCG
695
Private Capital Group
Connecticut
$3K -$196 -2 -7%
HI
696
Human Investing
Oregon
$3K – – –
PFSC
697
Peoples Financial Services Corp
Pennsylvania
$3K – – –
TL
698
TrueWealth LLC
Georgia
$3K – – –
EWM
699
Elmwood Wealth Management
California
$3K +$2.65K +27 New
NIM
700
NuWave Investment Management
New Jersey
$3K +$2.94K +30 New
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