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Dollar General

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
576
Modera Wealth Management
New Jersey
$622K -$840K -6,016 -56%
IB
577
Intrust Bank
Kansas
$620K -$74.7K -535 -10%
VFA
578
Valeo Financial Advisors
Indiana
$616K +$21.2K +152 +3%
RFC
579
Regions Financial Corp
Alabama
$615K -$463K -3,319 -42%
CSC
580
Caldwell Sutter Capital
California
$612K
FFO
581
Fiduciary Family Office
Florida
$610K -$1.54K -11 -0.2%
LI
582
LMCG Investments
Massachusetts
$597K -$166K -1,187 -21%
BP
583
Ballentine Partners
Massachusetts
$593K -$102K -731 -14%
VI
584
Vestcor Inc
New Brunswick, Canada
$591K -$438K -3,139 -41%
LNWWM
585
Laird Norton Wetherby Wealth Management
California
$587K -$12.2K -87 -2%
GAM
586
Groupama Asset Management
France
$579K +$611K +4,378 New
BF
587
BOK Financial
Oklahoma
$578K -$244K -1,749 -29%
IAA
588
Independent Advisor Alliance
North Carolina
$578K +$55.9K +400 +10%
AWM
589
Apollon Wealth Management
South Carolina
$576K -$177K -1,269 -23%
HTC
590
Haverford Trust Company
Pennsylvania
$574K -$317K -2,272 -34%
DAS
591
Dynamic Advisor Solutions
Arizona
$574K +$20K +143 +3%
Vontobel Holding
592
Vontobel Holding
Switzerland
$571K +$14K +100 +2%
LSA
593
Leonteq Securities AG
Switzerland
$565K +$433K +3,103 +265%
Teacher Retirement System of Texas
594
Teacher Retirement System of Texas
Texas
$564K -$183K -1,311 -23%
SFA
595
Sequoia Financial Advisors
Ohio
$564K -$91.9K -658 -13%
RBFC
596
Roman Butler Fullerton & Co
Missouri
$563K -$59.1K -423 -9%
KAS
597
KPP Advisory Services
Kentucky
$560K -$2.23K -16 -0.4%
KWA
598
Kingswood Wealth Advisors
California
$557K +$81.7K +585 +16%
VA
599
Vident Advisory
Georgia
$556K +$15.9K +114 +3%
Focus Partners Wealth
600
Focus Partners Wealth
Massachusetts
$554K +$584K +4,184 New