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Dollar Tree
DLTR
DLTR
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UFF
801
USA Financial Formulas
Ada,
Michigan
| – | -$2K | -16 | Closed |
|
|
EI
802
Ellevest Inc
New York
| – | -$2K | -14 | Closed |
|
|
LGWM
803
Litman Gregory Wealth Management
Larkspur,
California
| – | -$1K | -13 | Closed |
|
|
GWMIA
804
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$1K | -6 | Closed |
|
805
AssetMark Inc
Concord,
California
| – | +$105 | +1 | New |
|
|
LWM
806
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| – | +$525 | +5 | New |
|
|
PA
807
PSI Advisors
Tampa,
Florida
| – | +$1.05K | +10 | New |
|