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Dollar General

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
601
EPG Wealth Management
Georgia
$649K +$295K +2,430 +97%
LFAS
602
Level Four Advisory Services
Texas
$649K -$86K -709 -13%
PFG
603
PAX Financial Group
Texas
$644K -$72.9K -601 -11%
SAA
604
Southeast Asset Advisors
Georgia
$644K – – –
BSW
605
Buckingham Strategic Wealth
Missouri
$642K -$60.7K -500 -10%
OC
606
Oakworth Capital
Alabama
$640K -$13.1K -108 -2%
GM
607
GeoWealth Management
Illinois
$636K +$567K +4,676 New
CLOS
608
Compagnie Lombard Odier SCmA
Switzerland
$636K -$332K -2,740 -37%
EFMC
609
Empire Financial Management Company
New York
$635K +$33.1K +273 +6%
KGC
610
Kennon-Green & Company
Ohio
$629K +$30.2K +249 +6%
TIA
611
Tandem Investment Advisors
South Carolina
$623K -$14.4M -118,598 -96%
LNWWM
612
Laird Norton Wetherby Wealth Management
California
$619K +$55.3K +456 +11%
IAA
613
Independent Advisor Alliance
North Carolina
$617K -$79.8K -658 -13%
MA
614
Mutual Advisors
Nebraska
$617K +$79.7K +657 +17%
EFA
615
Evernest Financial Advisors
Indiana
$613K +$547K +4,509 New
E3F
616
Eight 31 Financial
Texas
$611K +$545K +4,496 New
CFG
617
CMC Financial Group
Georgia
$611K +$550K +4,535 New
ACM
618
AlphaStar Capital Management
North Carolina
$609K +$543K +4,480 New
AAM
619
Advisors Asset Management
Colorado
$605K -$167K -1,378 -24%
VIM
620
Vista Investment Management
Pennsylvania
$597K -$73.4K -605 -12%
KIA
621
Knollwood Investment Advisory
Maryland
$587K +$523K +4,315 New
RGC
622
Roberts, Glore & Co
Illinois
$582K +$255K +2,104 +97%
GWMR
623
GC Wealth Management RIA
Massachusetts
$577K +$515K +4,244 New
MFG
624
MidWestOne Financial Group
Iowa
$576K -$12.3K -101 -2%
William Blair & Company
625
William Blair & Company
Illinois
$575K -$552K -4,551 -52%