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Dollar General

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
601
Vontobel Holding
Switzerland
$651K -$415K -3,424 -42%
EWM
602
EPG Wealth Management
Georgia
$649K +$295K +2,430 +97%
LFAS
603
Level Four Advisory Services
Texas
$649K -$86K -709 -13%
PFG
604
PAX Financial Group
Texas
$644K -$72.9K -601 -11%
SAA
605
Southeast Asset Advisors
Georgia
$644K
BSW
606
Buckingham Strategic Wealth
Missouri
$642K -$60.7K -500 -10%
OC
607
Oakworth Capital
Alabama
$640K -$13.1K -108 -2%
GM
608
GeoWealth Management
Illinois
$636K +$567K +4,676 New
CLOS
609
Compagnie Lombard Odier SCmA
Switzerland
$636K -$332K -2,740 -37%
EFMC
610
Empire Financial Management Company
New York
$635K +$33.1K +273 +6%
KGC
611
Kennon-Green & Company
Ohio
$629K +$30.2K +249 +6%
TIA
612
Tandem Investment Advisors
South Carolina
$623K -$14.4M -118,598 -96%
LNWWM
613
Laird Norton Wetherby Wealth Management
California
$619K +$55.3K +456 +11%
IAA
614
Independent Advisor Alliance
North Carolina
$617K -$79.8K -658 -13%
MA
615
Mutual Advisors
Nebraska
$617K +$79.7K +657 +17%
EFA
616
Evernest Financial Advisors
Indiana
$613K +$547K +4,509 New
E3F
617
Eight 31 Financial
Texas
$611K +$545K +4,496 New
CFG
618
CMC Financial Group
Georgia
$611K +$550K +4,535 New
ACM
619
AlphaStar Capital Management
North Carolina
$609K +$543K +4,480 New
AAM
620
Advisors Asset Management
Colorado
$605K -$167K -1,378 -24%
VIM
621
Vista Investment Management
Pennsylvania
$597K -$73.4K -605 -12%
KIA
622
Knollwood Investment Advisory
Maryland
$587K +$523K +4,315 New
RGC
623
Roberts, Glore & Co
Illinois
$582K +$255K +2,104 +97%
GWMR
624
GC Wealth Management RIA
Massachusetts
$577K +$515K +4,244 New
MFG
625
MidWestOne Financial Group
Iowa
$576K -$12.3K -101 -2%